Park Your Money - Safe Funds+0.0%

7.0%
1 Year Return
Debt
Money Market
5.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Kotak Floater - Short Term - Regular - Growth50.0%5 star0.21%1000
ICICI Prudential Flexible Income Plan - Regular - Growth50.0%4 star0.45%100

Description

Purpose: Invest in this portfolio if you have large amount lying in bank account. This portfolio provides you higher return than savings account at negligible risk. Consists of 1 liquid fund and 1 ultra short term fund.

Ideal way of investing: Lumpsum (One shot investment)

Ideal investment duration: <1 years

Rationale: Since this investment is short-term (<1 years), it is all debt portfolio. Diversified across Liquid and Ultra Short Term to keep it very low risk. Selected Kotak Floater for Liquid - one of the best YTM in the category. ICICI Flexible Income for very low credit risk as the majority of the investments are in AAA/A1/Sovereign rated bonds so super safe.

Returns
Fund
1Y
3Y
5Y
Park Your Money - Safe Funds
7.0%
7.5% p.a
8.1% 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 7.0% annual returns

    Other Details

    Park Your Money - Safe Funds

    RiskVery Low
    Min SIP Amount₹2000
    Created ByLalit
    Expense Ratio0.10%
    Min Lumpsum Amount₹10000
    Created4 Apr 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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