You can switch off notifications anytime using browser settings.A mutual fund portfolio for a moderate risk-takerStock Analysis, IPO, Mutual Funds, Bonds & MoreA mutual fund portfolio for a moderate risk-takerIf you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts.I would like to start anSIPof Rs 6,500. I want to invest around 75 per cent inlargecapand 25 per cent inmidcapschemes. My goal is to create a big corpus and I am ready to invest for a long time, say, about 15 to 20 years. I am 30 plus now. I am a moderate risk-taker and a first-time investor. Suggest aportfolio, which can provide higher returns, with below average or low-riskmutual funds.
You should consult a seasoned mutual fund advisor in your locality before investing. You are making a lot of contradictory claims: you want to invest in midcap schemes; you are moderate risk-taker; you want low-risk funds that would higher returns. If you are not familiar with basics of investing and mutual funds, you must consult a mutual fund advisor immediately. After obtaining your financial situation, financial goals and risk appetite, the advisor would be in a better position to offer a personalised investment solution.
You say you have a moderate risk appetite, but your mail gives the impression that you have a low risk tolerance. You may take an online quiz to ascertain your risk tolerance level.
If you have a low risk appetite, you should stick to equity-orientedhybrid schemesand largecap schemes. You may click on the following links for our recommendations.
Best largecap mutual fund schemes to invest in 2018.
You may also take a look at our recommended equity mutual fund SIP portfolios:Best mutual funds to invest in 2018.
Planning to invest in mutual funds to build a retirement corpus? Here is what you should know.
(If you have any mutual fund queries, message us onET Mutual Fundson Facebook. We will get it answered by our panel of experts.)
(%)Mirae Asset Tax Saver Direct-G0.128.159.3210.7922.17Invest NowMirae Asset Tax Saver Reg-G-0.057.658.359.1820.52Invest NowMotilal Oswal Long Term Equity Fund Direct-Growth
ELSS1.187.787.06-2.7717.19Invest NowFeatured
ELSS0.6510.0010.767.4016.03Start SIPMotilal Oswal Focused 25 Fund Direct-Growth
Large Cap1.229.338.713.6514.79Invest NowDHFL Pramerica Gilt Direct Plan – Growth
Gilt1.843.166.039.907.67Invest NowDSP Midcap Direct Plan-Growth
Mid Cap-1.376.695.74-2.8414.42Start SIPDHFL Pramerica Hybrid Debt Fund Direct Plan-Growth
Conservative Hybrid0.843.916.259.779.42Invest NowDSP Focus Direct Plan-Growth
Multi Cap2.1811.2910.616.2312.61Start SIPMotilal Oswal Multicap 35 Fund Direct-Growth
Multi Cap1.928.168.400.0115.91Invest NowMotilal Oswal Midcap 30 Fund Direct-Growth
Mid Cap-0.308.837.44-0.468.98Invest NowDHFL Pramerica Large Cap Fund Direct Plan-Growth
Large Cap2.129.5112.129.3513.83Invest NowDSP Small Cap Direct Plan-Growth
Small Cap-1.209.533.19-11.968.53Start SIPDSP Equity Opportunities Direct Plan-Growth
Large & MidCap-0.277.887.922.9915.54Start SIPDSP Credit Risk Direct Plan-Growth
Credit Risk-0.021.65-0.53-0.664.94Start SIPMotilal Oswal Long Term Equity Fund Direct-Growth
ELSS1.187.787.06-2.7717.19Invest NowDSP Tax Saver Direct Plan-Growth
ELSS0.6510.0010.767.4016.03Start SIPDSP Liquidity Direct-Growth
Liquid0.581.783.677.617.20Start SIPICICI Prudential Savings Fund Direct Plan -Growth
Low Duration0.692.174.378.557.90Invest NowDSP Savings Direct Plan-Growth
Money Market0.652.094.158.546.98Start SIPDSP Strategic Bond Direct Plan-Growth
Dynamic Bond-0.181.434.368.606.77Start SIPDSP 10Y G-Sec Fund Direct-Growth
Gilt with 10 year Constant Duration1.983.025.5610.267.37Start SIPDSP Bond Direct-Growth
Medium Duration0.742.413.616.157.48Start SIPDSP Short Term Direct Plan-Growth
Short Duration0.852.244.708.907.59Start SIPDSP Ultra Short Fund Direct Plan-Growth
Ultra Short Duration0.621.983.066.426.97Start SIPDSP Equity Savings Fund Direct-Growth
Equity Savings0.945.515.784.759.20Start SIPDSP Dynamic Asset Allocation Fund Direct-Growth
Dynamic Asset Allocation0.702.985.008.149.65Start SIPDSP Regular Savings Direct Plan-Growth
Conservative Hybrid0.824.563.220.617.08Start SIPDSP Equity & Bond Direct-Growth
Aggressive Hybrid0.798.389.255.8513.15Start SIP
– Returns less then 1 year are absolute and above 1 year are annualised.
– Returns of 1 year are absolute and above 1 year are annualised..
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