Start Investing with 2000+0.2%

-0.8%
1 Year Return
Hybrid
Value
4.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Quantum Long-Term Equity Fund - Growth25.0%3 star1.29%500
Kotak Select Focus Fund - Regular - Growth25.0%3 star2.03%500
DSP BlackRock Small and Midcap Fund - Regular - Growth25.0%3 star2.16%500
Franklin India Balanced Fund - Growth25.0%3 star2.19%500

Description

Purpose: Invest in 'Start Investing with Rs 2000', if you are just starting to invest and want to test the waters with small amounts. A well diversified portfolio with just Rs 2000.

Ideal way of investing: SIP (systematic investment plan)

Ideal investment duration: 10+ years

Rationale: Since this investment is long term (10+ years), it is an all equity portfolio. Diversified across Small & Mid Cap, Multi Cap, Large Cap and Balanced fund with Min SIP of 500. Selected DSP Small and Midcap Fund as it's managed by Vinit Sambre (The best manager for Small and Mid cap). Kotak Select Focus for multi-cap because it has the most consistent track record. Quantum Long Term Equity for Large Cap because it has lowest expense ratio in the category. In large caps, there is no significant difference in fund returns. For Balanced fund, we chose Franklin India Balanced Fund because of its good risk-adjusted returns.

Returns
Fund
1Y
3Y
5Y
Start Investing with 2000
-0.8%
12.4% p.a
17.9% 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 -0.8% annual returns

    Other Details

    Start Investing with 2000

    RiskModerately High
    Min SIP Amount₹2000
    Created ByIshan
    Expense Ratio2.01%
    Min Lumpsum Amount₹20000
    Created11 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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