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Capital Preservation - Conservative

Minimum Investment Amount (₹)
Lump Sum SIP
50,000 10,000
Portfolio Return (%)
1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
0.501.193.839.267.227.52
Returns greater than 1 year have been annualized.

You can change the composition of your portfolio or weight of any fund as per your preference, by simply clicking on the customize button at the top.

Asset Allocation (%)
Pie chart with 4 slices.
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10
EQUITY
90
DEBT

Selected Mutual Funds (4)

ICICI Pru Savings Fund(G)

Debt : Low Duration

HDFC Short Term Debt Fund(G)

Debt : Short Duration
Combination chart with 2 data series.
The chart has 2 X axes displaying Time and navigator-x-axis.
The chart has 2 Y axes displaying values and navigator-y-axis.
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Canara Rob Bluechip Equity Fund-Reg(G)

Fund Manager : Shridatta Bhandwaldar

The Investment Objective of the fund is to provide capital appreciation by predominantly investing in companies having a large market capitalization.

NAV Movement (1 Year)
Line chart with 245 data points.
The chart has 1 X axis displaying Time. Range: 2024-01-05 00:00:00 to 2025-01-03 00:00:00.
The chart has 1 Y axis displaying values. Range: -25 to 50.
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AUM
14,823.66 (Cr.)
Inception Date
20-Aug-10
Expense Ratio
1.67 %
Exit Load
1 %
Return (%)
1 year 3 year 5 year
20.72 13.17 17.52

ICICI Pru Savings Fund(G)

Fund Manager : Nikhil Kabra

To generate income through investments in a range of debt and money market instruments while maintaining the optimum balance of yield, safety and liquidity.

NAV Movement (1 Year)
Line chart with 240 data points.
The chart has 1 X axis displaying Time. Range: 2024-01-05 00:00:00 to 2025-01-03 00:00:00.
The chart has 1 Y axis displaying values. Range: 0 to 10.
Chart graphic.
AUM
23,060.60 (Cr.)
Inception Date
27-Sep-02
Expense Ratio
0.53 %
Exit Load
0 %
Return (%)
1 year 3 year 5 year
7.94 6.71 6.45

Aditya Birla SL Money Manager Fund(G)

Fund Manager : Kaustubh Gupta

The primary objective of the scheme is to generate regular income through investment in a portfoliocomprising of money market instruments.

NAV Movement (1 Year)
Line chart with 241 data points.
The chart has 1 X axis displaying Time. Range: 2024-01-05 00:00:00 to 2025-01-03 00:00:00.
The chart has 1 Y axis displaying values. Range: 0 to 10.
Chart graphic.
AUM
22,772.21 (Cr.)
Inception Date
13-Oct-05
Expense Ratio
0.35 %
Exit Load
0 %
Return (%)
1 year 3 year 5 year
7.74 6.67 6.08

HDFC Short Term Debt Fund(G)

Fund Manager : Anil Bamboli

To generate income / capital appreciation through investments in Debt and Money Market Instruments. There is no assurance that the investment objective of the Scheme will be realized.

NAV Movement (1 Year)
Line chart with 240 data points.
The chart has 1 X axis displaying Time. Range: 2024-01-05 00:00:00 to 2025-01-03 00:00:00.
The chart has 1 Y axis displaying values. Range: 0 to 10.
Chart graphic.
AUM
14,816.22 (Cr.)
Inception Date
25-Jun-10
Expense Ratio
0.71 %
Exit Load
0 %
Return (%)
1 year 3 year 5 year
8.28 6.31 6.69