Portfolio for Retirement and Child Education+0.2%

-2.0%
1 Year Return
Equity
Large Cap
4.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Mirae Asset India Opportunities Fund - Regular - Growth25.0%5 star2.02%1000
DSP BlackRock Small and Midcap Fund - Regular - Growth25.0%3 star2.16%500
Principal Emerging Bluechip Fund - Growth25.0%5 star2.11%500
Quantum Long-Term Equity Fund - Growth25.0%3 star1.29%500

Description

Purpose: To create enough corpus for retirement and child education

Summary: The portfolio contain 4 schemes wherein 2 are large-cap schemes and 2 are Mid-cap scheme. The portfolio have generated healthy returns with minimum risks

Returns
Fund
1Y
3Y
5Y
Portfolio for Retirement and Child Education
-2.0%
14.3% p.a
20.3% 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 -2.0% annual returns

    Other Details

    Portfolio for Retirement and Child Education

    RiskModerately High
    Min SIP Amount₹8000
    Created ByHarsh
    Expense Ratio2.12%
    Min Lumpsum Amount₹20000
    Created7 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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