Vijay Retirement+0.3%

-3.2%
1 Year Return
Equity
Small Cap
4.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
SBI Small Cap Fund - Direct - Growth20.0%4 star1.47%500
Aditya Birla Sun Life Tax Relief 96 - Direct - Growth20.0%5 star1.07%500
ICICI Prudential Bluechip Equity Fund - Direct - Growth20.0%5 star1.11%100
Axis Focused 25 Fund - Direct - Growth20.0%5 star0.77%1000
L&T Midcap Fund - Direct - Growth20.0%4 star1.49%500

Description

I have created this portfolio for a very long term investment objective to meet my retirement goals

Returns
Fund
1Y
3Y
5Y
Vijay Retirement
-3.2%
16.0% p.a
23.0% 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 -3.2% annual returns

    Other Details

    Vijay Retirement

    RiskModerately High
    Min SIP Amount₹5000
    Created ByVijay Singh Gusain
    Expense Ratio1.30%
    Min Lumpsum AmountNot Supported
    Created20 Oct 2018
    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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