High Potential - Risk Free Rate Return +0.41%

4Groww
7.02%
1 Year Return
Debt
Low Duration
4.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Franklin India Low Duration Fund - Direct - Growth89.0%5 star0.50%500
Reliance Small Cap Fund - Direct - Growth5.5%4 star1.28%100
HDFC Small Cap Fund - Direct - Growth5.5%4 star0.90%500

Description

Purpose: To incorporate small cap in the portfolio with returns equivalent to risk-free rate of returnIdeal investment duration: 5 years and aboveRationale: 2 most promising small-cap funds clubbed with least risk fund holding a major share in the portfolio.
Returns
Fund
1Y
3Y
5Y
High Potential - Risk Free Rate Return
7.0%
8.9% p.a
9.6% 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
    30
    with 7.0% annual returns

    Other Details

    High Potential - Risk Free Rate Return

    RiskLow
    Min SIP Amount₹9091
    Created ByAnkit Choudhary
    Expense Ratio0.48%
    Min Lumpsum AmountNot Supported
    Created On25 Feb 2019
    Invest Now
    Enter investment amount
    + ₹9,091
    + ₹45,455
    + ₹90,910
    ONE TIME
    MONTHLY SIP