Long Term Diversification+0.0%

0.8%
1 Year Return
Equity
Multi Cap
4.0 star
1Y
3Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Parag Parikh Long Term Equity Fund - Direct - Growth25.0%4 star1.42%1000
HDFC Small Cap Fund - Direct - Growth25.0%5 star0.71%500
Invesco India Tax Plan - Direct - Growth25.0%5 star0.99%500
Invesco India Mid Cap Fund - Direct - Growth25.0%5 star1.01%500

Description

Purpose : To get better diversification in long term wealth creation.

Ideal Duration : 10 to 15 years

Ideal 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
0.8%
15.0% 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 0.8% annual returns

    Other Details

    Long Term Diversification

    RiskHigh
    Min SIP Amount₹4000
    Created ByPUSHPA PANDEY
    Expense Ratio1.02%
    Min Lumpsum Amount₹20000
    Created13 Sep 2018
    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  |