Start Investing with Rs 1000 - Long Term-0.0%

-4.1%
1 Year Return
Equity
Value
5.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
L&T India Value Fund - Regular - Growth50.0%4 star2.16%500
Kotak Select Focus Fund - Regular - Growth50.0%3 star2.03%500

Description

Purpose: Invest in 'SIPs of Rs 1000 for 20 Years' if you want to invest very small amount per month. This portfolio diversifies your investment across two high-quality equity funds for good long term return.

Ideal way of investing: SIP (systematic investment plan)

Ideal investment duration: 10+ years

Rationale: Since this investment is long term (10+ years), it is primarily an equity portfolio. Diversified across Mid Cap and Large Cap. L&T Value Fund as it invests in low valued companies. Mirae Asset India Opportunities for Large Cap because it has beaten the benchmark significantly.

Returns
Fund
1Y
3Y
5Y
Start Investing with Rs 1000 - Long Term
-4.1%
12.1% p.a
21.0% p.a

SIP Calculator

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 -4.1% annual returns

    Other Details

    Start Investing with Rs 1000 - Long Term

    RiskModerately High
    Min SIP Amount₹1000
    Created ByIshan
    Expense Ratio2.02%
    Min Lumpsum Amount₹10000
    Created4 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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