Long Term Diversification-0.64%

4Groww
7.28%
1 Year Return
Equity
Multi Cap
4.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Parag Parikh Long Term Equity Fund - Direct - Growth25.0%4 star1.24%1000
HDFC Small Cap Fund - Direct - Growth25.0%4 star0.88%500
Invesco India Tax Plan - Direct - Growth25.0%4 star1.32%500
Invesco India Mid Cap Fund - Direct - Growth25.0%4 star1.06%500

Description

Purpose : 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
7.3%
12.0% p.a
12.2% 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
    0
    with 7.3% annual returns

    Other Details

    Long Term Diversification

    RiskHigh
    Min SIP Amount₹4000
    Created ByPUSHPA PANDEY
    Expense Ratio1.02%
    Min Lumpsum Amount₹20000
    Created On13 Sep 2018
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    + ₹4,000
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    MONTHLY SIP
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