Post Retirement Generate Monthly Income+0.1%

5.7%
1 Year Return
Debt
Large Cap
5.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Mirae Asset India Opportunities Fund - Regular - Growth20.0%5 star2.03%1000
Franklin India Low Duration Fund - Growth40.0%5 star0.78%500
HDFC Short Term Opportunities Fund - Growth40.0%5 star0.40%500

Description

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.

Returns
Fund
1Y
3Y
5Y
Post Retirement Generate Monthly Income
5.7%
9.3% p.a
10.9% 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 5.7% annual returns

    Other Details

    Post Retirement Generate Monthly Income

    RiskLow
    Min SIP Amount₹5000
    Created ByIshan
    Expense Ratio0.92%
    Min Lumpsum Amount₹25000
    Created21 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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