SAM Wealth Generating Portfolio+0.44%

4Groww
0.00%
1 Year Return
Equity
Large Cap
4.0 star
1Y

Description

Purpose: The purpose of this portfolio is to strike a balance between aggressive growth and moderately high risk via monthly SIPs. 

Portfolio Allocation: The portfolio focuses mainly on Large Cap mutual funds while also allocating money to mid cap and small cap dunds. ELSS investments aid in tax saving via section 80C . Exciting growth opportunities are explored in India. Giant MNC's in the US are also invested in. A tinge of conservatism is added via a hybrid equity (although aggressive!) fund.

Ideal investment duration: 3 years to 5 years

Rationale: Due to equity allocation being well above 90%, several market cycles will aid in ironing out ups and downs in the returns.

Returns
Fund
1Y
3Y
5Y
SAM Wealth Generating Portfolio
NA
NA
NA
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 11.3% annual returns

    Other Details

    SAM Wealth Generating Portfolio

    RiskModerately High
    Min SIP Amount₹20000
    Created BySai Ashwin Mamidipudi
    Expense Ratio0.89%
    Min Lumpsum AmountNot Supported
    Created On25 May 2019
    Invest Now
    Enter investment amount
    + ₹20,000
    + ₹1,00,000
    + ₹2,00,000
    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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