Mutual Fund Investment Plan

 

Based on risk factor investment can be planned:


High Risk: 
  • Sector Funds
  • Approx. Returns 40-45%

Medium Risk: 
  • FlexiCap + Small Cap
  • Approx. Returns 30-35%

Low Risk: 
  • SmallCap + Any Index FUnd
  • Approx. Returns 20-25%


Based on goal investment can be planned:

10yrs Plan
  • 50 - FlexiCap / LargeCap
  • 50 - MidCap / SmallCap
5yrs Plan
  • 60 - FlexiCap / LargeCap
  • 40 - MidCap / SmallCap

2-3yrs Plan
  • 70 - FlexiCap / LargeCap
  • 30 - MidCap / SmallCap

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