Long Term Diversification

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Long Term Diversification-1.26%4Groww
-11.24%
1 Year Return
Equity
Multi Cap
4.0 star
1Y
3Y
5Y
Funds in this PlanFund NamePercentageRatingExpense RatioMin SIP Amount
Parag Parikh Long Term Equity Fund - Direct - Growth25.0%4 star1.33%₹1000
HDFC Small Cap Fund - Direct - Growth25.0%5 star0.85%₹500
Invesco India Tax Plan - Direct - Growth25.0%5 star0.97%₹500
Invesco India Mid Cap Fund - Direct - Growth25.0%4 star0.99%₹500
DescriptionPurpose : To get better diversification in long term wealth creation.Ideal Duration : 10 to 15 yearsIdeal Investment Option : SIP(Systematic Investment Plan)Rationale : Since this portfolio focused on long term appreciation, its all equity. Parag Parikh long term equity provides best multi cap asset allocation with higher sharpe ration and lower beta. Invesco India Tax plan is top ELSS fund which is a multicap fund and gives tax benefits additionally. HDFC small cap for returns advantage in 10 years+ duration and Invesco mid cap again for its performance and mid cap concentration. 
Returns
Fund
1Y
3Y
5Y
Long Term Diversification
-11.2%
8.8% p.a
11.6% p.a
SIP
Lumpsum
I want to invest per month₹5,000
For how many years?
1 Year
3 Years
5 Years
Estimated Value
as per Historical Returns₹30
with -11.2% annual returns
Other DetailsLong Term DiversificationRiskHigh
Min SIP Amount₹4000
Created ByPUSHPA PANDEY
Expense Ratio1.02%
Min Lumpsum Amount₹20000
Created On13 Sep 2018

Fund Name	Percentage	Rating	Expense Ratio	Min SIP Amount
Parag Parikh Long Term Equity Fund - Direct - Growth	25.0%	4	1.33%	₹1000
HDFC Small Cap Fund - Direct - Growth	25.0%	5	0.85%	₹500
Invesco India Tax Plan - Direct - Growth	25.0%	5	0.97%	₹500
Invesco India Mid Cap Fund - Direct - Growth	25.0%	4	0.99%	₹500

Risk	High
Min SIP Amount	₹4000
Created By	PUSHPA PANDEY

Expense Ratio	1.02%
Min Lumpsum Amount	₹20000
Created On	13 Sep 2018

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MONTHLY SIP

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