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Wealth Alert

  • Balanced
CAGR (3 Years)18.99%

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
Historical Returns in
Historical Returns in
Amount ()
ICICI Prudential Balanced Advantage Fund - Growth
1 Lac11.63%1.12 Lac
1 Lac11.63%1.12 Lac
HDFC Balanced Advantage Fund - Growth
1 Lac21.25%1.21 Lac
1 Lac21.25%1.21 Lac
SBI Large and Midcap Fund - Regular Plan - Growth
1 Lac13.96%1.14 Lac
1 Lac13.96%1.14 Lac
UTI Flexi Cap Fund - Regular Plan - Growth
1 Lac7.88%1.08 Lac
1 Lac7.88%1.08 Lac
Total 100000

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603 B Wing, Trade World,

Kamla City, Senapati Bapat Marg,

Lower Parel, Mumbai,

Maharashtra - 400013

+91 7045854585


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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