Balanced Medium Term Portfolio-0.42%

5Groww
10.67%
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 star1.73%100
SBI Bluechip Fund - Growth25.0%4 star1.68%500
Kotak Select Focus Fund - Regular - Growth25.0%5 star1.72%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
10.7%
10.0% p.a
10.1% p.a
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 10.7% 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
    Created On16 Apr 2017
    Invest Now
    Enter investment amount
    + ₹2,000
    + ₹10,000
    + ₹20,000
    ONE TIME
    MONTHLY SIP
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