Mutual Funds SIP Portfolio for Low Risk Moderate Returns+0.3%

4.5%
1 Year Return
Debt
Arbitrage
3.0 star
1Y
3Y

Funds in this Plan

Description

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. 

Returns
Fund
1Y
3Y
5Y
Mutual Funds SIP Portfolio for Low Risk Moderate Returns
4.5%
8.0% 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 4.5% annual returns

    Other Details

    Mutual Funds SIP Portfolio for Low Risk Moderate Returns

    RiskModerately Low
    Min SIP Amount₹10000
    Created ByRACHIT
    Expense Ratio0.86%
    Min Lumpsum Amount₹50000
    Created28 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.
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