Moderate risk retirement folio+1.80%

4.90%
1 Year Return
Equity
Balanced Advantage
3.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
ICICI Prudential Balanced Advantage Fund - Regular - Growth25.0%4 star1.77%100
Franklin India Prima Plus - Growth20.0%3 star1.77%500
Franklin India Smaller Companies Fund - Growth13.8%4 star1.87%500
Aditya Birla Sun Life Equity Fund - Growth15.0%5 star2.08%100
Kotak Select Focus Fund - Regular - Growth17.0%5 star1.80%500
IDFC Classic Equity Fund - Regular - Growth9.3%3 star1.99%1000

Description

Purpose: Invest in this portfolio if you have decided to save for your retirement. Consists of 6 mutual funds that provide balance along with good returns

Ideal way of investing: SIP (systematic investment plan)

Ideal investment duration: 10+ years

Rationale: Since this investment is long term (10+ years), it is mostly equity portfolio. Diversified across Small Cap, Mid Cap, Multi Cap, Large Cap. Franklin india prima plus, Birla SL equity, Kotal select focus and IDFC classic equity have been great performers over the years in large/multi-cap categories. ICICI balanced adv brings stability to the portfolio and Franklin india smaller companies added for potential high returns.

Returns
Fund
1Y
3Y
5Y
Moderate risk retirement folio
4.9%
13.0% p.a
13.4% p.a
SIP
Lumpsum
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 4.9% annual returns

    Other Details

    Moderate risk retirement folio

    RiskModerately High
    Min SIP Amount₹10811
    Created ByShamrao Bhagwat Chabukswar
    Expense Ratio2.19%
    Min Lumpsum Amount₹54055
    Created On15 Jun 2017
    Invest Now
    Enter investment amount
    + ₹10,811
    + ₹54,055
    + ₹1,08,110
    ONE TIME
    MONTHLY SIP
    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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