Scribd
Upload
68 views1 page

SIP Aggressive Portfolio

The SIP Aggressive Portfolio is designed for aggressive equity investors looking to build long-term wealth through investments in Midcap and Smallcap Mutual Fund schemes via SIPs. It has a very high risk level and is suitable for a tenure of 5+ years, with a minimum investment of R50,000 and a minimum SIP of R2,000. The portfolio is composed entirely of equity, primarily focusing on various Midcap funds.

Uploaded by

shail.whatsapp1
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
68 views1 page

SIP Aggressive Portfolio

The SIP Aggressive Portfolio is designed for aggressive equity investors looking to build long-term wealth through investments in Midcap and Smallcap Mutual Fund schemes via SIPs. It has a very high risk level and is suitable for a tenure of 5+ years, with a minimum investment of R50,000 and a minimum SIP of R2,000. The portfolio is composed entirely of equity, primarily focusing on various Midcap funds.

Uploaded by

shail.whatsapp1
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

SIP AGGRESSIVE PORTFOLIO

Build wealth in long term by investing in Midcap and Smallcap Mutual Fund schemes through SIPs.

Inception Date Suitable for


03.01.2024 Aggressive Equity Investor

Risk-o-meter Tenure Suitability


Very High 5+ Years

Benchmark Min. Investment Min. SIP


NIFTY MIDCAP 100 TRI R50,000/- R2,000/-

Past Performance
3 Years 5 Years 7 Years 10 Years Since Inception
SIP Aggressive Portfolio NA NA NA NA 16.13
Nifty Midcap 100 TRI NA NA NA NA 14.80
As on Date 31-01-2025

Portfolio Composition
Equity: 100%

Edelweiss Mid Cap Fund - Regular Gr HDFC Small Cap Fund – Gr

EQUITY - Mid Cap 16.68% EQUITY - Mid Cap 16.66%

Kotak Smallcap Fund – Gr WhiteOak Capital Mid Cap Fund – Gr

EQUITY - Mid Cap 16.68% EQUITY - Mid Cap 16.66%

Tata Mid Cap Growth Fund – Gr Nippon India Growth Fund – Gr

EQUITY - Mid Cap 16.66% EQUITY - Mid Cap 16.66%

FINANCIAL
PRODUCTS
WEALTH DISTRIBUTORS
www.njwealth.in NETWORK

You might also like