SAM Wealth Generating Portfolio-1.10%

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 0.6% 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