Mid Risk Mid Term High Return-0.3%

-1.4%
1 Year Return
Hybrid
Aggressive
4.0 star
1Y
3Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
HDFC Balanced Fund - Growth33.3%5 star1.92%500
Aditya Birla Sun Life Top 100 Fund - Growth33.3%3 star2.03%1000
ICICI Prudential Value Discovery Fund - Growth33.3%3 star1.96%100

Description

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).

Returns
Fund
1Y
3Y
5Y
Mid Risk Mid Term High Return
-1.4%
9.2% p.a
NA

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with -1.4% annual returns

    Other Details

    Mid Risk Mid Term High Return

    RiskModerately High
    Min SIP Amount₹3000
    Created ByMohammad Javed Khan
    Expense Ratio2.07%
    Min Lumpsum Amount₹15000
    Created19 Apr 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.
    MOST POPULAR ON GROWW
    MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | RELIANCE  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP BLACKROCK  | AXIS  | TATA  | L&T  | SUNDARAM  | DHFL PRAMERICA  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | ESSEL  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | ESCORTS  |