Portfolio for long term growth+0.37%

4Groww
5.33%
1 Year Return
Hybrid
Ultra Short Duration
4.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Franklin India Ultra Short Bond Fund - Direct - Growth22.5%3 star0.44%1000
HDFC Small Cap Fund - Direct - Growth22.5%5 star0.84%500
Mirae Asset India Equity Fund - Direct - Growth22.5%5 star0.63%1000
Axis Bluechip Fund - Direct - Growth22.5%5 star0.85%1000
L&T Midcap Fund - Direct - Growth10.0%5 star0.83%500

Description

Purpose- To get better returns in long term.

Ideal investment duration is minimum 3 years or more than 3 years.

Since this investment is for long term, so it has combination of large, mid and small cap equity funds and a debt fund.

Returns
Fund
1Y
3Y
5Y
Portfolio for long term growth
5.3%
13.2% p.a
13.5% 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 5.3% annual returns

    Other Details

    Portfolio for long term growth

    RiskModerate
    Min SIP Amount₹5000
    Created BySATISH KUMAR SHAH
    Expense Ratio0.73%
    Min Lumpsum Amount₹50000
    Created On26 Feb 2019
    Invest Now
    Enter investment amount
    + ₹5,000
    + ₹25,000
    + ₹50,000
    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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