High Risk High Returns Portfolio+0.2%

-9.2%
1 Year Return
Equity
Value
5.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
L&T India Value Fund - Regular - Growth20.0%4 star2.16%500
Mirae Asset Emerging Bluechip Fund - Growth20.0%5 star2.07%1000
UTI Transportation and Logistics Fund - Growth20.0%5 star2.46%500
Kotak Emerging Equity Scheme - Regular - Growth20.0%4 star2.12%1000
Franklin India Smaller Companies Fund - Growth20.0%3 star2.05%500

Description

Purpose: Invest in High Risk High Return if you don’t mind taking risk. Invests mainly in small cap, mid cap and sectoral funds to get high returns. However, there is a significant chance to lose capital.

Ideal way of investing: SIP (systematic investment plan)

Ideal investment duration: 5+ years

Rationale: Since this investment is long term (10+ years), it is all equity portfolio. Diversified across Small, Mid Cap and Sector Funds. L&T Value Fund as it invests in low valued companies. Mirae Asset Emerging BlueChip for best returns in Mid Cap. Franklin Smaller Companies and Kotak Emerging Equity Scheme for Small Cap as they are the best in category. UTI Transportation and Logistics Fund is doing well and is the only Auto & Logistics focused fund available.

Returns
Fund
1Y
3Y
5Y
High Risk High Returns Portfolio
-9.2%
12.0% p.a
23.9% 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 -9.2% annual returns

    Other Details

    High Risk High Returns Portfolio

    RiskHigh
    Min SIP Amount₹5000
    Created ByIshan
    Expense Ratio2.31%
    Min Lumpsum AmountNot Supported
    Created11 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.
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