|Fund Name||Percentage||Rating||Expense Ratio||Min SIP Amount|
|Mirae Asset India Opportunities Fund - Regular - Growth||20.0%||5 star||2.02%||₹1000|
|Franklin India Low Duration Fund - Growth||40.0%||5 star||0.78%||₹500|
|HDFC Short Term Opportunities Fund - Growth||40.0%||5 star||0.40%||₹500|
Purpose: Invest in Post Retirement Generate Monthly Income portfolio if you are about to retire and you want regular monthly income from your investments will no risk to capital. This is mainly a debt portfolio.
Who should invest: About to retire
Ideal way of investing: Lumpsum amount
How much to invest: Any amount you have at your disposal
Ideal investment duration: No limitation here
Rationale: Since this is to generate monthly income (low risk), it is 80% debt and 20% equity portfolio. Equity is a large cap so it has limited risk and low expense ratio than a hybrid fund. Overall it's expected to generate 9-11% returns.
|Min SIP Amount||₹5000|
|Min Lumpsum Amount||₹25000|
|Created||21 Jun 2017|
2nd Floor, Padmavati Complex,
Koramangala, Bengaluru 560095