Retirement Wealth Creation Portfolio+0.60%

5Groww
6.43%
1 Year Return
Equity
Large Cap
5.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Mirae Asset Large Cap Fund - Direct - Growth15.0%5 star0.63%1000
Mirae Asset Emerging Bluechip Fund - Direct - Growth25.0%3 star0.79%1000
Kotak Standard Multi Cap Fund - Direct - Growth25.0%5 star0.76%500
L&T Midcap Fund - Direct - Growth25.0%5 star0.83%500
SBI Small Cap Fund - Direct - Growth10.0%5 star1.23%500

Description

Purpose: To make a significant wealth when you retire

Ideal investment duration: As long as you can. At least more than 10 years. But the longer you carry on the SIP, the more money you will make with the help of compounding.

Rationale: Since this is a retirement portfolio with long term horizon, 100% of the investment is in the equity market. 

Returns
Fund
1Y
3Y
5Y
Retirement Wealth Creation Portfolio
6.4%
14.2% p.a
17.4% 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 6.4% annual returns

    Other Details

    Retirement Wealth Creation Portfolio

    RiskModerately High
    Min SIP Amount₹6667
    Created BySaumya Majumder
    Expense Ratio0.84%
    Min Lumpsum AmountNot Supported
    Created On03 Jun 2019
    Invest Now
    Enter investment amount
    + ₹6,667
    + ₹33,335
    + ₹66,670
    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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