Long Term Investment+0.2%

0.1%
1 Year Return
Equity
Contra
4.0 star
1Y
3Y
5Y

Funds in this Plan

Description

Purpose: To get better appreciation for the investment over long term

Ideal Investment duration: 5 years to 10 years

Rationale: Since this investment is for long term (5 years to 10 years), it is a 90% equity portfolio, wherein 20% each is allocated to Mid Cap and Large Cap, and 30% to Multicap, and 10% each to Hybrid and Small cap funds. Only 10% allocated to debt to cushion during the market falls.

Returns
Fund
1Y
3Y
5Y
Long Term Investment
0.1%
15.4% p.a
22.8% 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 0.1% annual returns

    Other Details

    Long Term Investment

    RiskModerately High
    Min SIP Amount₹10000
    Created ByAbhishek Padmanabhan
    Expense Ratio0.97%
    Min Lumpsum AmountNot Supported
    Created24 Jun 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.
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