Short-Term Low Risk Portfolio-0.1%

6.4%
1 Year Return
Debt
Aggressive
4.0 star
1Y
3Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
HDFC Balanced Fund - Growth20.0%5 star1.92%500
HDFC Short Term Opportunities Fund - Growth30.0%5 star0.40%500
Franklin India Low Duration Fund - Growth30.0%5 star0.78%500
ICICI Prudential Ultra Short Term Plan - Regular - Growth20.0%4 star0.54%1000

Description

Purpose: To generate average returns with low risk.

Summary: The portfolio contain 4 schemes wherein 3 are debt scheme and 1 is an equity oriented balanced fund. The portfolio has beaten its benchmark consistently across time periods(1 yr, 3 yr, 5 yr).

Returns
Fund
1Y
3Y
5Y
Short-Term Low Risk Portfolio
6.4%
8.4% p.a
NA

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with 6.4% annual returns

    Other Details

    Short-Term Low Risk Portfolio

    RiskLow
    Min SIP Amount₹5000
    Created ByIshan
    Expense Ratio0.81%
    Min Lumpsum Amount₹33334
    Created24 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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