Mutual Funds Investment India - Save Taxes & Grow Wealth Online

Plan your Child's Future

Equity

Balanced

Growth

+ 29,483 Investors

Start your investment

Monthly

One-Time

₹

No. of years

Estimated Value

(as per historical returns)

₹1.73 Lakhs

Plan your Child's Future

Equity

Balanced

Growth

See how ₹1,50,000 grew over last 5 years

5Y return

11.49%

Save enough for your Kid's Education or Marriage

Considering the ever-rising cost of education, this plan is for individuals who want to give their children a bright future. Enable your child to pursue his/ her dream without having to worry about the associated huge expenses.

No lock-in period

Redeem the full amount anytime!

Stable long-term returns

Monthly SIP investments can build a large wealth corpus in 5 years or more

Funds in this plan

Edit Funds

FUND

Return
3 Year Average

Return
5 Year Average

ICICI Prudential Equity & Debt Fund - Direct Plan - Growth
Hybrid-Balanced Allocation
11.7%
12.22%
DSP Mid Cap Fund - Direct Plan - Growth
Equity-Mid-Cap
11.54%
9.39%
NIPPON INDIA LARGE CAP FUND - Direct Plan - Growth
Equity-Large-Cap
10.08%
10.96%
HSBC Value Fund - Direct Growth
Equity-Multi-Cap
13.86%
13.38%

Plan Summary

Average returns of plans

Period	Returns (per year)
	16.01%
	-6.19%
1 Year	-6.99%
5 Years	11.49%
3 Years	11.79%

This plan invests in

Large Cap Equity: 48.91%
Mid Cap Equity: 36.21%
Small Cap Equity: 1.99%
Debt & Others: 12.89%

Why should you invest in these funds?

Being a quality-oriented fund, Reliance large cap has been ahead of the benchmark & peer funds across 5 year period.
Aiming at long-term wealth creation, DSP has beaten the benchmark across 5 year & 10 year period.
ICICI Prudential has maintained good track record along with well-diversified portfolio.

Fund Summary

Period	Returns (per year)
	15.82%
	-4.97%
10 Years	14.38%
	-0.47%
	13.5%
	12.28%
	-4.71%
	-2.7%
	-0.66%
1 Year	-6.08%
	-5.16%
	5.04%
	-2.54%
	14.95%
	-3.7%
5 Years	12.22%
3 Years	11.7%
	16.14%

Fund Details
ISIN	INF109K01Y07
Risk	Very High Risk
Fund Type	Allocation
NAV	Rs. 426.79
AUM	507061314526 (As on Jan 31, 2018)
Expense Ratio	1.07
Exit Load	1% for 365 days (Redemption within 365 days)

Customer Reviews

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Other Recommended Plans

Grow Rich

8.54%5Y Return

Best suited for high returns in long-term
Suggest investing for 5 or more Years

Benefits

High returns, balanced risk
Expertly chosen funds
Invest consistently to grow wealth

Funds in the basket

Aggressive Growth

11.53%5Y Return

No lock-in. Best suited for Monthly SIP
Recommend investing for 5 to 10 Years

Benefits

Just started working?
Get into habit of investing
Grow wealth for cost of beer and pizza over weekends

Funds in the basket

Frequently Asked Questions

What are equity funds?
Equity funds are schemes which concentrate their investments in shares of companies of different market capitalization
What is recommended investment duration?
It is the suggested period for which one should invest in a mutual fund. It does not mean that the money will be locked-in for that period. While the investor can withdraw the money anytime before, it is advisable to stay invested for the suggested period to reap the best benefits (returns).
What are large cap, mid cap, small cap and multi cap equity funds?
SEBI ranks all listed companies based on the overall market capitalization (total value of outstanding shares). Equity funds are schemes which concentrate their investments in shares of companies of different market capitalization. Large-cap funds invest in top 100 companies Mid-cap funds invest in companies ranking from 101 to 250 Small-cap funds invest in companies ranking from 251st onwards Multi-cap funds invest in small cap, mid cap and large cap companies
What are liquid funds?
Liquid funds is a type of mutual funds which have a very short maturity period, not more than 91 days. The shorter maturity period, makes it almost a risk-free investment. Investing in mutual funds will give you higher returns as compared to a savings account which generally offer interests below 4%. At the same time, you can get your money out of liquid funds any time without any penalty or cost.
What are ELSS funds?
ELSS funds are tax saving mutual funds, in which majority of the funds are invested in equity schemes. ELSS has a lock-in period of 3 years. ELSS has benefits over other conventional tax saving instruments like FDs, NPS, etc. It has the lowest lock in period and the returns are higher than the other tax-saving schemes.
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