Retirement Wealth Creation Portfolio

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Retirement Wealth Creation Portfolio-1.21%5Groww
-4.04%
1 Year Return
Equity
Large Cap
5.0 star
1Y
3Y
5Y
Funds in this PlanFund NamePercentageRatingExpense RatioMin SIP Amount
Mirae Asset Large Cap Fund - Direct - Growth15.0%5 star0.63%₹1000
Mirae Asset Emerging Bluechip Fund - Direct - Growth25.0%5 star0.79%₹1000
Kotak Standard Multi Cap Fund - Direct - Growth25.0%5 star0.87%₹500
L&T Midcap Fund - Direct - Growth25.0%5 star0.83%₹500
SBI Small Cap Fund - Direct - Growth10.0%5 star1.07%₹500
DescriptionPurpose: To make a significant wealth when you retireIdeal 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
-4.0%
9.3% p.a
12.9% p.a
SIP
Lumpsum
I want to invest per month₹5,000
For how many years?
1 Year
3 Years
5 Years
Estimated Value
as per Historical Returns₹30
with -4.0% annual returns
Other DetailsRetirement Wealth Creation PortfolioRiskModerately High
Min SIP Amount₹6667
Created BySaumya  Majumder
Expense Ratio0.84%
Min Lumpsum AmountNot Supported
Created On03 Jun 2019

Fund Name	Percentage	Rating	Expense Ratio	Min SIP Amount
Mirae Asset Large Cap Fund - Direct - Growth	15.0%	5	0.63%	₹1000
Mirae Asset Emerging Bluechip Fund - Direct - Growth	25.0%	5	0.79%	₹1000
Kotak Standard Multi Cap Fund - Direct - Growth	25.0%	5	0.87%	₹500
L&T Midcap Fund - Direct - Growth	25.0%	5	0.83%	₹500
SBI Small Cap Fund - Direct - Growth	10.0%	5	1.07%	₹500

Risk	Moderately High
Min SIP Amount	₹6667
Created By	Saumya Majumder

Expense Ratio	0.84%
Min Lumpsum Amount	Not Supported
Created On	03 Jun 2019

Invest Now

Enter investment amount

+ ₹6,667

+ ₹33,335

+ ₹66,670

ONE TIME

MONTHLY SIP

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