Fund Name | Percentage | Rating | Expense Ratio | Min SIP Amount |
---|---|---|---|---|
HDFC Balanced Fund - Growth | 33.3% | 4 star | 2.02% | ₹500 |
Aditya Birla Sun Life Top 100 Fund - Growth | 33.3% | 4 star | 2.03% | ₹1000 |
ICICI Prudential Value Discovery Fund - Growth | 33.3% | 3 star | 2.12% | ₹100 |
Purpose: To invest for mid term in medium risk that can generate high returns
Summary: This portfolio contains 3 mutual funds with equal weights - 1 Balanced Fund, 1 Multi Cap and 1 Large Cap. Portfolio has generate significantly high returns compare to benchmark across time periods (1Y, 3Y, 5Y).
Risk | Moderately High |
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Min SIP Amount | ₹3000 |
Created By | Mohammad Javed Khan |
Expense Ratio | 2.07% |
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Min Lumpsum Amount | ₹15000 |
Created | 19 Apr 2017 |