Retirement Goal
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.
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
+1.28%
Returns vs Nifty 50
-0.88%
3 Year
Returns vs FD
+11.29%
Returns vs Nifty 50
+5.43%
5 Year
Returns vs FD
+15.06%
Returns vs Nifty 50
+5.93%
7 Year
Returns vs FD
+9.47%
Returns vs Nifty 50
+1.93%
10 Year
Returns vs FD
+7.25%
Returns vs Nifty 50
+0.76%
