High Returns SIP for Long Term+0.98%

-6.10%
1 Year Return
Equity
Large & Mid Cap
4.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Mirae Asset Emerging Bluechip Fund - Growth25.0%5 star2.00%1000
Kotak Emerging Equity Scheme - Regular - Growth25.0%5 star2.18%1000
Reliance Small Cap Fund - Growth25.0%4 star2.29%100
Motilal Oswal MOSt Focused Multicap 35 Fund - Regular - Growth25.0%5 star1.95%500

Description

Purpose: To diversify investments and get high returns in long term

Ideal investment Duration: 5 years and above

Rationale: The risk and returns are highly connected when it comes to equity funds. Small Cap funds give very high returns, but these are the riskiest (highest negative returns when the market goes down) funds. On the other hand, Large Cap funds will give moderate returns at a moderate risk in long term. Therefore I have created this portfolio with diversified Cap Funds to make it an all-weather portfolio if someone is investing for the long-term horizon through SIP. I do not recommend this for lump sum investment with less than 3 years horizon. 

Returns
Fund
1Y
3Y
5Y
High Returns SIP for Long Term
-6.1%
13.8% p.a
20.4% 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 -6.1% annual returns

    Other Details

    High Returns SIP for Long Term

    RiskHigh
    Min SIP Amount₹4000
    Created ByHarsh
    Expense Ratio2.18%
    Min Lumpsum AmountNot Supported
    Created On15 Jun 2017
    Invest Now
    Enter investment amount
    + ₹4,000
    + ₹20,000
    + ₹40,000
    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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