Moderately Low Risk Portfolio For Business-0.2%

7.1%
1 Year Return
Debt
Low Duration
5.0 star
1Y
3Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Franklin India Low Duration Fund - Growth33.3%5 star0.78%500
HDFC Balanced Fund - Growth33.3%5 star1.92%500
Kotak Floater - Short Term - Regular - Growth33.3%5 star0.21%1000

Description

Purpose: Invest in this portfolio if you do not want to take too much risk with your investments while you take risk with your business.

Who should invest: Businessman/ Startup Entrepreneurs

Ideal way of investing: Lumpsum or SIP

Ideal investment duration: 3 years

Rationale: This is low risk portfolio for entrepreneurs consisting mainly of debt. Primary purpose is to keep risk very low by investing in short term debt funds (60%). Around 20% is invested in ultra short term fund to take care of any emergency needs. While other 20% is in balanced fund to give some equity kicker. For short term funds, we have Franklin India STIP and HDFC Short Term Opportunities Fund. Franklin India has been around for more than 5 years with good returns. While HDFC Short Term Opportunities Fund is also more than 5 years old with low expense ratio and low risk. For ultra short term fund, we have chosen ICICI Prudential Flexible Income plan which is one of the best funds in the category.

Returns
Fund
1Y
3Y
5Y
Moderately Low Risk Portfolio For Business
7.1%
8.9% 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 7.1% annual returns

    Other Details

    Moderately Low Risk Portfolio For Business

    RiskModerately Low
    Min SIP Amount₹3000
    Created ByIshan
    Expense Ratio0.97%
    Min Lumpsum Amount₹30000
    Created22 Apr 2017
    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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