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Goal-Based
First Home Fund
A medium-term portfolio designed for a 3-5 year home down-payment goal. Multi-asset and equity savings funds balance growth with capital protection.
Risk Level
Moderate
Holding Period
3–5 years
SIP Range
₹5,000 – ₹50,000
Funds
4
Portfolio Analytics
Blended metrics based on equal-weight fund composition. Updated daily.
Blended 1Y
+15.8%
Blended 3Y CAGR
+6.9%
Blended 5Y CAGR
+5.8%
Avg TER
1.59%
Max Drawdown
+2.9%
Worst 1Y return among constituent funds
Riskometer
LowVery High
Moderate
Fund Composition
4 funds, equally weighted (25.0% each).
Scheme
NAV
1Y
3Y
5Y
TER
Kotak Multi Asset Allocation Fund Reg Gr
KotakMFHybrid: Multi Asset Allocation
₹15.80
+23.7%
+0.0%
+0.0%
1.66%
DSP Multi Asset Allocation Fund Reg Gr
DSPMFHybrid: Multi Asset Allocation
₹16.11
+20.0%
+0.0%
+0.0%
1.58%
Nippon India Multi Asset Allocation Fund Reg Gr
NipponIndiaMFHybrid: Multi Asset Allocation
₹24.50
+16.5%
+20.2%
+15.8%
1.55%
ICICI Pru Equity Savings Cum
ICICIMFHybrid: Equity Savings
₹22.95
+2.9%
+7.5%
+7.3%
1.57%
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.