Business Goal
Why you should choose this basket
Medium-term goals with moderate risk tolerance benefit from a portfolio with 40-80% equity exposure. Funds like FlexiCap Funds and Balanced Advantage Funds are chosen for their ability to capture market growth while providing some downside protection. Selection is based on the top-rated funds to ensure superior performance.
Investment Amounts
Investment Requirements
Minimum SIP Amount
Systematic Investment Plan
₹304
Maximum SIP Amount
Systematic Investment Plan
₹2,94,11,761
Minimum Lumpsum Amount
Lumpsum
₹304
Maximum Lumpsum Amount
Lumpsum
₹99,99,999
Basket Return History
Returns vs Benchmarks
Returns compared to FD and Nifty 50 benchmarks
1 Year
Returns vs FD
+5.95%
Returns vs Nifty 50
-0.48%
3 Year
Returns vs FD
+11.98%
Returns vs Nifty 50
+4.57%
5 Year
Returns vs FD
+10.32%
Returns vs Nifty 50
+4.74%
7 Year
Returns vs FD
+9.41%
Returns vs Nifty 50
+2.47%
10 Year
Returns vs FD
+8.77%
Returns vs Nifty 50
+1.28%
