🏖️
Goal-Based
Retirement Builder
A diversified long-term portfolio combining retirement-specific funds with equity and hybrid exposure. Designed for accumulation years with gradual de-risking.
Risk Level
Moderately High
Holding Period
10+ years
SIP Range
₹5,000 – ₹1,00,000
Funds
6
Portfolio Analytics
Blended metrics based on equal-weight fund composition. Updated daily.
Blended 1Y
+2.4%
Blended 3Y CAGR
+15.5%
Blended 5Y CAGR
+14.8%
Avg TER
1.9%
Max Drawdown
-0.7%
Worst 1Y return among constituent funds
Riskometer
LowVery High
Moderately High
Fund Composition
6 funds, equally weighted (16.7% each).
Scheme
NAV
1Y
3Y
5Y
TER
HDFC Retrmnt Savings Hybrid Debt Reg
HDFCMFRetirement Fund
₹21.39
-0.7%
+6.4%
+6.4%
2.14%
ICICI Pru Equity & Debt Gr
ICICIMFHybrid: Aggressive
₹395.64
+2.5%
+16.6%
+16.9%
1.49%
Edelweiss Aggr Hybrid Plan B Gr
EdelweissMFHybrid: Aggressive
₹62.51
+1.4%
+14.7%
+13.7%
1.91%
Bank of India Mid & Small Cap Equity & Debt Reg Gr
BOIMFHybrid: Aggressive
₹40.48
+8.6%
+20.2%
+16.8%
2.87%
Parag Parikh Flexi Cap Reg Gr
PPFASMFEquity: Flexi Cap
₹82.71
+0.2%
+16.0%
+15.1%
1.36%
Nippon India Multi Cap Gr Gr
NipponIndiaMFEquity: Multi Cap
₹296.02
+2.4%
+19.0%
+20.2%
1.62%
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.