|Fund Name||Percentage||Rating||Expense Ratio||Min SIP Amount|
|L&T Midcap Fund - Direct - Growth||25.0%||5 star||0.93%||₹500|
|HDFC Small Cap Fund - Direct - Growth||25.0%||5 star||0.87%||₹500|
|UTI Transportation and Logistics Fund - Direct - Growth||25.0%||5 star||1.27%||₹500|
|L&T Emerging Businesses Fund - Direct - Growth||25.0%||4 star||0.85%||₹500|
Purpose: Invest in High Risk High Return if you don’t mind taking the 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 Midcap Fund as it invests in best midcap companies. HDFC Smallcap fund and L&T Emerging Businesses Fund for Small Cap as they are the best in the category. UTI Transportation and Logistics Fund is doing well and is the only Auto & Logistics focused fund available.
|Min SIP Amount||₹2000|
|Created By||Ishan Bansal|
|Min Lumpsum Amount||₹20000|
|Created||4 Apr 2018|
1st Floor, Proms Complex, SBI
Colony, 1A Koramangala, 560034