Moderate Risk Portfolio For Short Term With Rs 1000 Min+0.2%

1.8%
1 Year Return
Hybrid
Aggressive
4.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
DSP BlackRock Balanced Fund - Growth50.0%4 star2.07%1000
Franklin India Low Duration Fund - Growth50.0%5 star0.78%500

Description

Purpose: Invest Rs 1000 per month in a moderate risk portfolio of mutual funds. 

Ideal Duration: 3 years

Rationale: Mix of Balanced fund (moderately high risk) and Ultra short-term fund (very low risk) to create a moderate risk portfolio. Both the funds have a min of Rs 500 so it makes an ideal portfolio with a minimum of just Rs 1000. DSP BlackRock Balanced Fund and Franklin India Low Duration Fund - both are top funds in their respective category with a low minimum. 

Returns
Fund
1Y
3Y
5Y
Moderate Risk Portfolio For Short Term With Rs 1000 Min
1.8%
8.8% p.a
12.4% 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 1.8% annual returns

    Other Details

    Moderate Risk Portfolio For Short Term With Rs 1000 Min

    RiskModerate
    Min SIP Amount₹1000
    Created ByLalit
    Expense Ratio1.62%
    Min Lumpsum Amount₹20000
    Created13 Jun 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.
    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  |