Ready to go Portfolio - Conservative Portfolio
| Conservative SIP Portfolio | ||||
| S.No | Scheme Name | Category | Allocation | SIP Amount |
| 1 | SBI Bluechip Fund | Equity - Large Cap | 20% | Rs.1000 / Month |
| 2 | HDFC Top 200 Fund | Equity - Large & Mid cap | 20% | Rs.1000 / Month |
| 3 | Reliance Regular Savings Fund - Balanced | Balanced - Equity Oriented | 20% | Rs.1000 / Month |
| 4 | Reliance Monthly Income Fund | Hybrid - Debt Oriented | 20% | Rs.1000 / Month |
| 5 | Birla Sunlife Dynamic Bond Fund | Debt - Income | 20% | Rs.1000 / Month |
Minimum Investment required for this Portfolio is Rs.5000 / Month
Minimum Period required for this Portfolio is 5 Years
| Performance of Conservative SIP Portfolio (Rs.5000 per month) | ||||||
| S.No | Fund Name | 5 Years Performance | Ways of Investing | |||
| Amount Invested | Current Value | CAGR | Online | Application Form | ||
| 1 | SBI Bluechip Fund | 60,000 | 99,851 | 20.67% | Invest Online | Download Application |
| 2 | HDFC Top 200 Fund | 60,000 | 86,819 | 14.90% | Invest Online | Download Application |
| 3 | Reliance Regular Savings Fund - Balanced | 60,000 | 92,358 | 17.45% | Invest Online | Download Application |
| 4 | Reliance Monthly Income Fund | 60,000 | 79,979 | 11.55% | Invest Online | Download Application |
| 5 | Birla Sunlife Dynamic Bond Fund | 60,000 | 80,229 | 11.73% | Invest Online | Download Application |
| TOTAL | 300,000 | 439,236 | 14.69% | |||
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