| Fund Name | Percentage | Rating | Expense Ratio | Min SIP Amount |
|---|---|---|---|---|
| ICICI Prudential Equity - Arbitrage Fund - Regular - Growth | 10.0% | 3 star | 0.95% | ₹1000 |
| ICICI Prudential Child Care Plan - Study Plan | 30.0% | 3 star | 1.40% | ₹1000 |
| ICICI Prudential Gilt Fund - Investment Plan - PF Option - Regular - Growth | 30.0% | 4 star | 0.84% | ₹1000 |
| HDFC Gilt Fund Long Term Plan - Growth | 30.0% | 3 star | 0.90% | ₹500 |
Objective:
The objective of the portfolio is to give maximum possible returns at low risk.
Ideal Way to Invest:
The ideal way to invest is that there should be no risk and returns are high,
But it is not possible and therefore choosing a middle path of low risk and moderate returns is the best option. The ideal duration for investment is 1 yrs to 5 yrs for these types of investments. Only then a considerable return on investment can be seen.
Rationale:
The government securities have no risk and very low returns. But those returns do not even fulfill the rising inflation. So at very low risks and returns greater then WACC of the nation, this portfolio has been formed. Also, The AMC (asset management company) plays an important role in the decision and the AMCs handling these mutual funds are the most trusted AMCs.
| Risk | Moderately Low |
|---|---|
| Min SIP Amount | ₹10000 |
| Created By | RACHIT |
| Expense Ratio | 0.86% |
|---|---|
| Min Lumpsum Amount | ₹50000 |
| Created | 28 Jun 2017 |