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Wealth Creation
Core Allocation
A focused large & mid-cap portfolio offering the stability of blue-chips with the growth potential of quality mid-caps. Ideal as a core equity holding.
Risk Level
High
Holding Period
5+ years
SIP Range
₹5,000 – ₹50,000
Funds
3
Portfolio Analytics
Blended metrics based on equal-weight fund composition. Updated daily.
Blended 1Y
+3.6%
Blended 3Y CAGR
+19%
Blended 5Y CAGR
+15.4%
Avg TER
2.19%
Max Drawdown
-1.3%
Worst 1Y return among constituent funds
Riskometer
LowVery High
High
Fund Composition
3 funds, equally weighted (33.3% each).
Ready to start investing in this bucket?
Speak with a Money Lancer advisor to set up SIPs for this bucket portfolio — or customise it to your exact needs.
Important: This is a model portfolio for educational purposes — not personalised investment advice. Blended returns are equal-weight averages computed from constituent fund data and are approximations. Past performance does not guarantee future results. All funds shown are Regular Plans. Mutual fund investments are subject to market risks — read all scheme-related documents carefully. ARN-175445.