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  • Balanced
CAGR (3 Years)4.02%

This portfolio invests in a combination of small and mid-cap funds along with asset allocator and Fund of Funds. The risk involved is relatively lower but yet more than a hybrid/debt portfolio. The funds suggested follow the ‘growth’ philosophy of investing.

I want to invest

Amount      Share
Funds
Historical Returns in
Historical Returns in
Amount ()
ICICI Prudential Asset Allocator Fund (FOF) - Growth
1 Lac5.88%1.06 Lac
1 Lac5.88%1.06 Lac
Kotak Asset Allocator Fund - Growth
1 Lac13.78%1.14 Lac
1 Lac13.78%1.14 Lac
DSP Midcap Fund - Regular Plan - Growth
1 Lac13.35%1.13 Lac
1 Lac13.35%1.13 Lac
HDFC Small Cap Fund - Regular Plan - Growth
1 Lac-7.13%0.93 Lac
1 Lac-7.13%0.93 Lac
ICICI Prudential Balanced Advantage Fund - Growth
1 Lac6.71%1.07 Lac
1 Lac6.71%1.07 Lac
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Lac8.57%1.09 Lac
1 Lac8.57%1.09 Lac
Total 100000

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Disclaimer

Mutual fund investments are subject to market risk. Please read the scheme information and the related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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