High Potential - Risk Free Rate Return -0.08%

4Groww
7.04%
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%3 star0.51%500
Reliance Small Cap Fund - Direct - Growth5.5%4 star1.22%100
HDFC Small Cap Fund - Direct - Growth5.5%5 star0.84%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%
9.2% p.a
9.9% 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
    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.
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