Fund Basket Detail

Return 20.18%
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Scheme Name Asset Class Launch Date Exp Ratio (%) Allocation (%) Inv Amount Curr Value XIRR (%)
HDFC NIFTY Next 50 Index Fund Gr Large Cap 05-11-2021 0.66 30 300,000 471,852 15.4
Parag Parikh Flexi Cap Reg Gr Flexi Cap 05-05-2013 1.33 50 500,000 1,723,177 22.89
Nippon India Growth Fund Gr Gr Mid Cap 05-10-1995 1.58 10 100,000 380,301 24.92
Nippon India Small Cap Gr Gr Small Cap 01-09-2010 1.43 10 100,000 438,465 27.92
Total - - 1.16 100 1,000,000 3,013,795 20.18
Nifty 50 TRI Benchmark - - 100 1,000,000 2,325,902 15.1
Nifty 500 TRI Benchmark - - 100 1,000,000 2,592,134 17.2

* You can select a basket based on your risk profile