Long Term Portfolio+0.3%

-6.7%
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 star2.03%500
Mirae Asset Emerging Bluechip Fund - Growth50.0%5 star2.26%1000

Description

Purpose: To invest 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
-6.7%
16.7% p.a
23.5% p.a

SIP Calculator

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 -6.7% annual returns

    Other Details

    Long Term Portfolio

    RiskHigh
    Min SIP Amount₹2000
    Created ByDama Jatin Vasant
    Expense Ratio2.24%
    Min Lumpsum AmountNot Supported
    Created19 May 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.
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