⚖️
Balanced Growth Strategy
Optimal balance between growth and stability
Expected Return
11-14% p.a.
Risk Level
Moderate
Ideal Age
35-45 years
Min. Horizon
5-10 years
Asset Allocation
70%
25%
Equity
70% - Growth focused
Debt
25% - Stability & income
Gold
5% - Hedge & diversification
SIP Investment Projections
₹5,000 ₹75,000
Expected Annual Return: 12.00%
5 Years
Invested: ₹6,00,000
Returns: ₹2,24,864
Total: ₹8,24,864
10 Years
Invested: ₹12,00,000
Returns: ₹11,23,391
Total: ₹23,23,391
15 Years
Invested: ₹18,00,000
Returns: ₹32,45,760
Total: ₹50,45,760
20 Years
Invested: ₹24,00,000
Returns: ₹75,91,479
Total: ₹99,91,479
Recommended Fund Portfolio
Customize Your Portfolio: We've pre-selected the top funds based on 3-year performance. Customize by checking/unchecking funds. The SIP amount is automatically distributed, and expected returns are calculated from your selected funds' actual performance.
Large Cap Fund
45% • ₹4,500 (0 of 9 selected)
| Select | Fund Name | AMC | Monthly SIP | AUM | Expense | 3Y Return |
|---|---|---|---|---|---|---|
| Nippon India Large Cap Fund - Direct Plan Growth Plan - Growth Option | Nippon India Mutual Fund | - | ₹13.61L Cr | 0.68% | 18.34% | |
| WhiteOak Capital Large Cap Fund Direct Plan Growth | WhiteOak Capital Mutual Fund | - | ₹7.87K Cr | 0.53% | 18.31% | |
| Invesco India Largecap Fund - Direct Plan - Growth | Invesco Mutual Fund | - | ₹23.09K Cr | 0.71% | 17.79% | |
| DSP Large Cap Fund - Direct Plan - Growth | DSP Mutual Fund | - | ₹1.61L Cr | 0.86% | 17.33% | |
| BANDHAN Large Cap Fund-Direct Plan-Growth | Bandhan Mutual Fund | - | ₹31.44K Cr | 0.87% | 17.22% | |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Direct Plan - Growth | ICICI Prudential Mutual Fund | - | ₹22.53L Cr | 0.86% | 17.18% | |
| BANK OF INDIA Large Cap Fund Direct Plan Growth | Bank of India Mutual Fund | - | ₹2.36K Cr | 0.95% | 16.62% | |
| Edelweiss Large Cap Fund - Direct Plan-Growth option | Edelweiss Mutual Fund | - | ₹19.79K Cr | 0.61% | 15.83% | |
| BARODA BNP PARIBAS LARGE CAP Fund - Direct Plan - Growth Option | Baroda BNP Paribas Mutual Fund | - | ₹41.52K Cr | 0.76% | 15.66% |
Aggressive Hybrid Fund
25% • ₹2,500 (0 of 6 selected)
| Select | Fund Name | AMC | Monthly SIP | AUM | Expense | 3Y Return |
|---|---|---|---|---|---|---|
| ICICI Prudential Equity & Debt Fund - Direct Plan - Growth | ICICI Prudential Mutual Fund | - | ₹10.95L Cr | 0.95% | 18.62% | |
| JM Aggressive Hybrid Fund (Direct) - Growth Option | JM Financial Mutual Fund | - | ₹15.34K Cr | 1.08% | 18.59% | |
| BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - DIRECT PLAN GROWTH | Bank of India Mutual Fund | - | ₹19.90K Cr | 0.77% | 18.11% | |
| Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth | Mahindra Manulife Mutual Fund | - | ₹4.94K Cr | 0.46% | 17.55% | |
| Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option | Edelweiss Mutual Fund | - | ₹34.20K Cr | 0.37% | 17.08% | |
| Invesco India Aggressive Hybrid Fund - Direct Plan - Growth | Invesco Mutual Fund | - | ₹2.79K Cr | 0.69% | 16.80% |
Corporate Bond Fund
25% • ₹2,500 (0 of 3 selected)
| Select | Fund Name | AMC | Monthly SIP | AUM | Expense | 3Y Return |
|---|---|---|---|---|---|---|
| Franklin India Corporate Debt Fund - Direct - GROWTH | Franklin Templeton Mutual Fund | - | ₹58.16K Cr | 0.25% | 8.19% | |
| Axis Corporate Bond Fund - Direct Plan Growth | Axis Mutual Fund | - | ₹8.47L Cr | 0.36% | 8.03% | |
| BARODA BNP PARIBAS Corporate Bond Fund - Direct Plan - Growth Option | Baroda BNP Paribas Mutual Fund | - | ₹38.74K Cr | 0.20% | 7.97% |
Index Funds
5% • ₹500 (0 of 3 selected)
| Select | Fund Name | AMC | Monthly SIP | AUM | Expense | 3Y Return |
|---|---|---|---|---|---|---|
| ICICI Prudential NASDAQ 100 Index Fund - Direct Plan - Growth | ICICI Prudential Mutual Fund | - | ₹1.68L Cr | 0.61% | 34.45% | |
| Motilal Oswal BSE Enhanced Value Index Fund-Direct plan | Motilal Oswal Mutual Fund | - | ₹68.61K Cr | 0.40% | 31.05% | |
| ICICI Prudential Nifty Auto Index Fund - Direct Plan - Growth | ICICI Prudential Mutual Fund | - | ₹9.13K Cr | 0.40% | 27.66% |
Why Choose This Strategy?
🎯
Goal-Aligned
Carefully designed allocation to match your financial goals and risk appetite.
📊
Expert Curated
Top performing funds selected based on historical performance and fund house reputation.
🔄
Rebalancing
Periodic rebalancing recommendations to maintain optimal asset allocation.