India US Hybrid Hedge-0.2%

8.8%
1 Year Return
Hybrid
Contra
3.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Invesco India Contra Fund - Direct - Growth33.3%4 star0.98%500
Franklin India Ultra Short Bond Fund - Direct - Growth33.3%5 star0.34%1000
Franklin India Feeder - Franklin U.S. Opportunities Fund - Direct - Growth33.3%2 star0.92%500

Description

Purpose: To hedge risk across US and India markets. Further, hedge across debt and equity in Indian markets.

Ideal investment duration: 2 years

Rationale: Given weak macro, strengthening US, hedge across US equity, Indian contrarian equity bets and ultra short term debt.

Returns
Fund
1Y
3Y
5Y
India US Hybrid Hedge
8.8%
12.7% p.a
14.8% p.a

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 8.8% annual returns

    Other Details

    India US Hybrid Hedge

    RiskModerate
    Min SIP Amount₹3000
    Created ByNaresh Bharadwaj Bhaskar Rao Ravela
    Expense Ratio0.74%
    Min Lumpsum Amount₹30000
    Created5 Oct 2018
    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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