Balanced Medium Term Portfolio+0.3%

-0.8%
1 Year Return
Hybrid
Aggressive
5.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
ICICI Prudential Balanced - Growth50.0%4 star1.95%100
SBI Bluechip Fund - Growth25.0%4 star1.98%500
Kotak Select Focus Fund - Regular - Growth25.0%3 star2.05%500

Description

Purpose: To invest for mid-term to long term goals like child education

Summary: This portfolio contains 3 mutual funds - 1 Balanced Fund, 1 Large Cap Fund and 1 Multi Cap Fund. Portfolio has generate significantly high returns compare to benchmark across time periods (1Y, 3Y, 5Y).

Returns
Fund
1Y
3Y
5Y
Balanced Medium Term Portfolio
-0.8%
12.2% p.a
16.9% p.a

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -0.8% annual returns

    Other Details

    Balanced Medium Term Portfolio

    RiskModerately High
    Min SIP AmountNot Supported
    Created ByAdnan Ataurrahman Mulla
    Expense Ratio2.14%
    Min Lumpsum Amount₹20000
    Created16 Apr 2017
    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
    MOST POPULAR ON GROWW
    MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | RELIANCE  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP BLACKROCK  | AXIS  | TATA  | L&T  | SUNDARAM  | DHFL PRAMERICA  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | ESSEL  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | ESCORTS  |