Long Term Portfolio-1.18%

5Groww
-1.16%
1 Year Return
Equity
Focused
5.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Franklin India High Growth Companies Fund - Growth50.0%4 star1.85%500
Mirae Asset Emerging Bluechip Fund - Growth50.0%5 star1.88%1000

Description

Purpose: Toinvest for long term Ideal way of investing: SIP (systematic investment plan) Summary: This portfolio contains 2 mutual funds with equal weights- 1 Multi Cap Fund from Franklin Mutual Fund, 1 Mid Cap Fund from Mirae Mutual Fund. Portfolio has generate significantly high returns compare to benchmark across time periods (1Y, 3Y, 5Y).
Returns
Fund
1Y
3Y
5Y
Long Term Portfolio
-1.2%
7.9% p.a
11.6% p.a
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -1.2% annual returns

    Other Details

    Long Term Portfolio

    RiskModerately High
    Min SIP Amount₹2000
    Created ByDama Jatin Vasant
    Expense Ratio2.24%
    Min Lumpsum AmountNot Supported
    Created On19 May 2017
    Invest Now
    Enter investment amount
    + ₹2,000
    + ₹10,000
    + ₹20,000
    ONE TIME
    MONTHLY SIP