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PaisaSmart

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Education Goal

+%

+%

1D

CAGR

1.01%

N/A

Sortino Ratio

1.44

Expense Ratio

1.40%

Min SIP

₹304

Why you should choose this basket

A balanced portfolio, with 30-60% equity exposure and 20-60% in debt, supports medium-term goals with both stability and growth. FlexiCap Funds and Balanced Advantage Funds drive growth, while GILT Funds offer stability. Only top-rated funds are selected to deliver optimal returns with manageable volatility.

Basket Composition

Fund Allocation

HDFC Mutual Fund logo
HDFC Flexi Cap Fund Regular-Growth

Equity: Flexi Cap

HDFC Mutual Fund

34%

HDFC Mutual Fund logo
HDFC Balanced Advantage Fund Regular-Growth

Hybrid: Dynamic Asset Allocation

HDFC Mutual Fund

33%

Kotak Mahindra Mutual Fund logo
Kotak Gilt Investment Regular-Growth

Debt: Gilt

Kotak Mahindra Mutual Fund

33%

Fund Composition

Fund Allocation

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

-6.49%

Returns vs Nifty 50

+5.82%
3 Year

Returns vs FD

+9.06%

Returns vs Nifty 50

+2.16%
5 Year

Returns vs FD

+12.25%

Returns vs Nifty 50

+1.01%
7 Year

Returns vs FD

+6.20%

Returns vs Nifty 50

+0.32%
10 Year

Returns vs FD

+5.00%

Returns vs Nifty 50

-0.82%
Paisasmart

PaisaSmart

Head Office

Mittal Chambers, Nariman Point,

Mumbai - 400021

Elixir Equities
Elixir Equities Pvt. Ltd
Head Office

Mittal Chambers, Nariman Point,

Mumbai - 400021

Company

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Contact
mf.ops@elixirequities.com
022 61151919

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© At PaisaSmart, we're building a product that will provide personalized financial plans through Mutual Funds so you can achieve your dreams. We're there to assist you, every step of the way.
Elixir Equities

Elixir Equities

PaisaSmart by Elixir Equities

AMFI Registered Mutual Fund Distributor| ARN-1679

Research Analyst

SEBI Registration No. INA000004787

Paisasmart

PaisaSmart

AMFI Reg No.:ARN-1679 | SEBI Stock Broker Reg.: INZ000017731 | SEBI Depository Reg.: IN-DP-566-2021

| NSE Member Id: 90209| BSE Member Id: 6733 | SEBI Investment Advisor Reg.: INA000004787

 

* Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing.

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