Invested Portfolio

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Invested Portfolio+0.03%0.10%
1 Year Return
Equity
Small Cap
4.0 star
1Y
3Y
Funds in this PlanFund NamePercentageRatingExpense RatioMin SIP Amount
HDFC Small Cap Fund - Direct - Growth33.3%5 star0.84%₹500
SBI Small Cap Fund - Direct - Growth33.3%5 star1.23%₹500
Tata Digital India Fund - Direct - Growth33.3%4 star0.83%₹500
Descriptionmy invested portfolio
Returns
Fund
1Y
3Y
5Y
Invested Portfolio
0.1%
16.6% p.a
NA
SIP
Lumpsum
I want to invest per month₹5,000
For how many years?
1 Year
3 Years
Estimated Value
as per Historical Returns₹30
with 0.1% annual returns
Other DetailsInvested PortfolioRiskModerately High
Min SIP Amount₹1500
Created ByK Balaji
Expense Ratio0.94%
Min Lumpsum AmountNot Supported
Created On04 Sep 2018

Fund Name	Percentage	Rating	Expense Ratio	Min SIP Amount
HDFC Small Cap Fund - Direct - Growth	33.3%	5	0.84%	₹500
SBI Small Cap Fund - Direct - Growth	33.3%	5	1.23%	₹500
Tata Digital India Fund - Direct - Growth	33.3%	4	0.83%	₹500

Risk	Moderately High
Min SIP Amount	₹1500
Created By	K Balaji

Expense Ratio	0.94%
Min Lumpsum Amount	Not Supported
Created On	04 Sep 2018

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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.