Upward Small and Mid Cap Plan+0.29%

3Groww
-4.62%
1 Year Return
Equity
Mid Cap
3.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
L&T Midcap Fund - Direct - Growth20.0%5 star0.83%500
ICICI Prudential Midcap Fund - Direct - Growth20.0%3 star1.41%100
HDFC Small Cap Fund - Direct - Growth20.0%5 star0.84%500
Aditya Birla Sun Life Small Cap Fund - Direct - Growth20.0%3 star1.04%1000
Franklin India Smaller Companies Fund - Direct - Growth20.0%3 star0.96%500

Description

This is my personal small & mid cap investement plan for 5 years it can give upto 20-22% return. I'm new so if there is any issue please tell me as well

Returns
Fund
1Y
3Y
5Y
Upward Small and Mid Cap Plan
-4.6%
9.6% p.a
13.9% p.a
SIP
Lumpsum
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 -4.6% annual returns

    Other Details

    Upward Small and Mid Cap Plan

    RiskHigh
    Min SIP Amount₹5000
    Created ByShivanshu Verma
    Expense Ratio1.01%
    Min Lumpsum Amount₹25000
    Created On09 Mar 2019
    Invest Now
    Enter investment amount
    + ₹5,000
    + ₹25,000
    + ₹50,000
    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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