Hybrid Portfolio - Debt Oriented For Short Term -0.3%

7.1%
1 Year Return
Hybrid
Aggressive
5.0 star
1Y
3Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
HDFC Balanced Fund - Growth50.0%5 star1.92%500
Franklin India Low Duration Fund - Growth50.0%5 star0.78%500

Description

Purpose: Substitute for a debt oriented fund for short term and lower risk. 

Ideal Investment duration: 2 to 4 years

Rationale: Better than a debt-oriented hybrid fund because: 

1. 50% portion of the equity-oriented hybrid fund (balanced fund) is better from tax implication perspective. Balanced funds are treated as equity funds when it comes to tax, that is, zero tax after one-year investment. HDFC Balanced Fund is one of the best funds in the category. 

2. Remaining 50% is an ultra short debt fund where fund manager has expertise in debt funds. Franklin India Low Duration Fund is one of the best funds in the category.  


Returns
Fund
1Y
3Y
5Y
Hybrid Portfolio - Debt Oriented For Short Term
7.1%
9.7% p.a
NA

SIP Calculator

I want to invest per month5,000
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    1 Year
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    Estimated Value
    as per Historical Returns
    30
    with 7.1% annual returns

    Other Details

    Hybrid Portfolio - Debt Oriented For Short Term

    RiskModerately Low
    Min SIP Amount₹2000
    Created ByLalit
    Expense Ratio1.40%
    Min Lumpsum Amount₹20000
    Created17 Jun 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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