My First Mutual Fund Investment Goal
Why you should choose this basket
For first-time investors with short-term goals, a portfolio primarily comprising debt instruments (e.g., GILT Funds) with a small equity allocation (e.g., Nifty50 Index Fund, MultiCap Fund) strikes a balance between safety and exposure to equity markets. Only top-rated funds are chosen, ensuring low risk and reliable 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
-1.17%
Returns vs Nifty 50
-3.34%
3 Year
Returns vs FD
+6.37%
Returns vs Nifty 50
+0.51%
5 Year
Returns vs FD
N/A
Returns vs Nifty 50
N/A
7 Year
Returns vs FD
N/A
Returns vs Nifty 50
N/A
10 Year
Returns vs FD
N/A
Returns vs Nifty 50
N/A
