Aggressive

An aggressive investor puts a large part of their portfolios in stocks (or ETFs) of less well-established companies without a history of earnings or dividends. An aggressive investor sometimes gets higher returns for taking big risks, but must actively monitor the stocks they invest in.

PGIM India Flexi Cap Fund

Investment Percentage

50%

1 Year Return

40.85%

3 Year Return

30.71%

Since Inception

16.18%

PGIM India Flexi Cap Fund

Risk O Meter

Very High

Expense Ratio

2.18%

Standard Deviation

20.24

Beta

0.94

Mirae Asset Large Cap Fund

Investment Percentage

50%

1 Year Return

26.80%

3 Year Return

19.62%

Since Inception

16.50%

Mirae Asset Large Cap Fund

Risk O Meter

very High

Expense Ratio

1.59%

Standard Deviation

20.75

Beta

0.97

PGIM India Flexi Cap Fund

Investment Percentage

30%

1 Year Return

68.47%

3 Year Return

22.54%

Since Inception

15.08%

PGIM India Flexi Cap Fund

Risk O Meter

Very High

Expense Ratio

2.36%

Standard Deviation

16.82

Beta

0.91

Axis Bluechip

Investment Percentage

20%

1 Year Return

40.23%

3 Year Return

14.40%

Since Inception

13.34%

Axis Bluechip

Risk O Meter

Very High

Expense Ratio

1.76%

Standard Deviation

15.41

Beta

0.82

Mirae Asset Large Cap Fund

Investment Percentage

35%

1 Year Return

26.80%

3 Year Return

19.62%

Since Inception

16.50%

Mirae Asset Large Cap Fund

Risk O Meter

very High

Expense Ratio

1.59%

Standard Deviation

20.75

Beta

0.97

Kotak Emerging Equity

Investment Percentage

15%

1 Year Return

74.47%

3 Year Return

19.50%

Since Inception

14.23%

Kotak Emerging Equity

Risk O Meter

Moderately High

Expense Ratio

1.82%

Standard Deviation

15.11

Beta

0.79

SBI Blue Chip Fund

Investment Percentage

35%

1 Year Return

54.08%

3 Year Return

13.90%

Since Inception

13.11%

SBI Blue Chip Fund

Risk O Meter

Very High

Expense Ratio

1.92%

Standard Deviation

16.1

Beta

0.9

Mirae Asset Large Cap Fund

Investment Percentage

30%

1 Year Return

26.80%

3 Year Return

19.62%

Since Inception

16.50%

Mirae Asset Large Cap Fund

Risk O Meter

very High

Expense Ratio

1.59%

Standard Deviation

20.75

Beta

0.97

PGIM India Flexi Cap Fund

Investment Percentage

10%

1 Year Return

68.47%

3 Year Return

22.54%

Since Inception

15.08%

PGIM India Flexi Cap Fund

Risk O Meter

Very High

Expense Ratio

2.36%

Standard Deviation

16.82

Beta

0.91

Kotak Equity Hybrid

Investment Percentage

10%

1 Year Return

48.13%

3 Year Return

15.19%

Since Inception

44.85 %

Kotak Equity Hybrid

Risk O Meter

Moderately High

Expense Ratio

2.24%

Standard Deviation

NA

Beta

NA

ICICI Prudential Value Discovery Fund

Investment Percentage

15%

1 Year Return

54.18%

3 Year Return

14.67%

Since Inception

20.11%

ICICI Prudential Value Discovery Fund

Risk O Meter

Very High

Expense Ratio

1.8%

Standard Deviation

15.82

Beta

0.84

Axis Bluechip

Investment Percentage

50%

1 Year Return

40.23%

3 Year Return

14.40%

Since Inception

13.34%

Axis Bluechip

Risk O Meter

Very High

Expense Ratio

1.76%

Standard Deviation

15.41

Beta

0.82

Mirae Asset Large Cap Fund

Investment Percentage

20%

1 Year Return

26.80%

3 Year Return

19.62%

Since Inception

16.50%

Mirae Asset Large Cap Fund

Risk O Meter

very High

Expense Ratio

1.59%

Standard Deviation

20.75

Beta

0.97

Parag Parikh Flexi Cap Fund

Investment Percentage

15%

1 Year Return

60.43%

3 Year Return

22.69%

Since Inception

65.53 %

Parag Parikh Flexi Cap Fund

Risk O Meter

Very High

Expense Ratio

2.04%

Standard Deviation

12.67

Beta

0.57

Motilal Oswal Nasdaq 100 FOF

Investment Percentage

25%

1 Year Return

41.27%

2 Year Return

42.46%

Since Inception

37.94%

Motilal Oswal Nasdaq 100 FOF

Risk O Meter

Very High

Expense Ratio

0.5%

Standard Deviation

20.36

Beta

0.07

Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
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