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Wealth Creation
Steady Compounder
A core portfolio built around flexi-cap versatility and multi-cap diversification. Designed for investors who want steady compounding without extreme volatility.
Risk Level
Moderately High
Holding Period
5+ years
SIP Range
₹5,000 – ₹1,00,000
Funds
5
Portfolio Analytics
Blended metrics based on equal-weight fund composition. Updated daily.
Blended 1Y
+3.2%
Blended 3Y CAGR
+14.8%
Blended 5Y CAGR
+3%
Avg TER
2.25%
Max Drawdown
+0.2%
Worst 1Y return among constituent funds
Riskometer
LowVery High
Moderately High
Fund Composition
5 funds, equally weighted (20.0% each).
Scheme
NAV
1Y
3Y
5Y
TER
Bajaj Finserv Flexi Cap Fund Reg Gr
BajajFinservMFEquity: Flexi Cap
₹14.66
+5.1%
+0.0%
+0.0%
4.10%
WhiteOak Capital Flexi Cap Fund Reg Gr
WhiteOakCapitalMFEquity: Flexi Cap
₹16.88
+0.5%
+16.5%
+0.0%
1.92%
Parag Parikh Flexi Cap Reg Gr
PPFASMFEquity: Flexi Cap
₹82.71
+0.2%
+16.0%
+15.1%
1.36%
Kotak Multicap Fund Reg Gr
KotakMFEquity: Multi Cap
₹19.39
+6.0%
+21.5%
+0.0%
1.60%
Axis Multicap Fund Reg Gr
AxisMFEquity: Multi Cap
₹17.84
+4.1%
+20.2%
+0.0%
2.29%
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.