MF SIP for Retirement0.0%

-8.9%
1 Year Return
Equity
Small Cap
5.0 star
1Y
3Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
HDFC Small Cap Fund - Direct - Growth25.0%5 star0.71%500
UTI Transportation and Logistics Fund - Direct - Growth25.0%5 star1.27%500
L&T Emerging Businesses Fund - Direct - Growth25.0%4 star0.88%500
Reliance Small Cap Fund - Direct - Growth25.0%3 star1.20%100

Description

This portfolio is designed to give you a retirement corpus at the price of a Pizza and coke with friends that you spend every month. The portfolio primarily aims at long term wealth creation and should set you up nicely for retirement. Ideal investment duration would be 20 years as it is a Fill it,shut it, forget it type of portfolio, however should you need to withdraw in short term, you should still get a decent return. Try investing in a SIP manner rather than lumpsum for best returns.

Returns
Fund
1Y
3Y
5Y
MF SIP for Retirement
-8.9%
15.1% 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 -8.9% annual returns

    Other Details

    MF SIP for Retirement

    RiskHigh
    Min SIP Amount₹2000
    Created ByDebashish T Sengupta
    Expense Ratio1.31%
    Min Lumpsum AmountNot Supported
    Created10 May 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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