|Fund Name||Percentage||Rating||Expense Ratio||Min SIP Amount|
|Kotak Floater - Short Term - Regular - Growth||50.0%||5 star||0.21%||₹1000|
|ICICI Prudential Flexible Income Plan - Regular - Growth||50.0%||4 star||0.45%||₹100|
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.
|Min SIP Amount||₹2000|
|Min Lumpsum Amount||₹10000|
|Created||4 Apr 2017|
2nd Floor, Padmavati Complex,
Koramangala, Bengaluru 560095