| Fund Name | Percentage | Rating | Expense Ratio | Min SIP Amount |
|---|---|---|---|---|
| Parag Parikh Long Term Equity Fund - Direct - Growth | 25.0% | 4 star | 1.36% | ₹1000 |
| HDFC Small Cap Fund - Direct - Growth | 25.0% | 5 star | 0.84% | ₹500 |
| Invesco India Tax Plan - Direct - Growth | 25.0% | 5 star | 0.98% | ₹500 |
| Invesco India Mid Cap Fund - Direct - Growth | 25.0% | 4 star | 0.99% | ₹500 |
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.
| Risk | High |
|---|---|
| Min SIP Amount | ₹4000 |
| Created By | PUSHPA PANDEY |
| Expense Ratio | 1.02% |
|---|---|
| Min Lumpsum Amount | ₹20000 |
| Created On | 13 Sep 2018 |