Lumpsum Portfolio variant-0.09%

6.3%
1 Year Return
Hybrid
Balanced Advantage
3.0 star
1Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Motilal Oswal Dynamic Fund - Direct - Growth33.3%3 star0.93%500
ICICI Prudential Balanced Advantage Fund - Direct - Growth33.3%4 star1.19%100
DSP BlackRock Dynamic Asset Allocation Fund - Direct - Growth33.3%3 star0.70%500

Description

5 -7 years holding period suggested

Returns
Fund
1Y
3Y
5Y
Lumpsum Portfolio variant
6.3%
NA
NA
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 6.3% annual returns

    Other Details

    Lumpsum Portfolio variant

    RiskModerately Low
    Min SIP Amount₹1500
    Created ByUsha Srinivasan Iyer
    Expense Ratio0.90%
    Min Lumpsum Amount₹15000
    Created1 Jan 2019
    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  |