Moderate

Moderate investor values reducing risks and enhancing returns equally. This investor is willing to accept modest risks to seek higher long-term returns. A Moderate investor may endure a short-term loss of principal and lower degree of liquidity in exchange for long-term appreciation.

Axis Bluechip

Investment Percentage

65%

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

Canara Robeco Conservative Hybrid Fund

Investment Percentage

35%

1 Year Return

14.62%

3 Year Return

10.67%

Since Inception

10.09%

Canara Robeco Conservative Hybrid Fund

Risk O Meter

Moderately High

Expense Ratio

1.93%

Standard Deviation

4.25

Beta

0.78

Axis Bluechip

Investment Percentage

40%

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

PGIM India Flexi Cap Fund

Investment Percentage

25%

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

Canara Robeco Conservative Hybrid Fund

Investment Percentage

35%

1 Year Return

14.62%

3 Year Return

10.67%

Since Inception

10.09%

Canara Robeco Conservative Hybrid Fund

Risk O Meter

Moderately High

Expense Ratio

1.93%

Standard Deviation

4.25

Beta

0.78

Axis Bluechip

Investment Percentage

15%

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

30%

1 Year Return

44.13%

3 Year Return

14.72%

Since Inception

16.04%

Mirae Asset Large Cap Fund

Risk O Meter

Moderately High

Expense Ratio

1.59%

Standard Deviation

17.28

Beta

0.96

PGIM India Flexi Cap Fund

Investment Percentage

20%

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

Canara Robeco Conservative Hybrid Fund

Investment Percentage

35%

1 Year Return

14.62%

3 Year Return

10.67%

Since Inception

10.09%

Canara Robeco Conservative Hybrid Fund

Risk O Meter

Moderately High

Expense Ratio

1.93%

Standard Deviation

4.25

Beta

0.78

Mirae Asset Large Cap Fund

Investment Percentage

40%

1 Year Return

44.13%

3 Year Return

14.72%

Since Inception

16.04%

Mirae Asset Large Cap Fund

Risk O Meter

Moderately High

Expense Ratio

1.59%

Standard Deviation

17.28

Beta

0.96

PGIM India Flexi Cap Fund

Investment Percentage

20%

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 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

Parag Parikh Flexi Cap Fund

Investment Percentage

25%

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

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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