How to build a Mutual Fund portfolio?

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Mutual Funds are ideal financial investment instrument to improve your investment portfolio. You can build your Mutual Fund Portfolio as per your risk appetite. So many AMCs offer so many mutual funds to their customer so while you choose a mutual fund in your Mutual Fund Portfolio you should be very careful. You can check your Mutual Fund Portfolio with the help of Mutual Fund Portfolio tracker. A Mutual Fund Portfolio tracker will help you to track you’re all mutual fund investments, which can be beneficial in so many ways. Mutual Fund Portfolio Management is not that hard as it seems you just have to maintain a track record of those mutual funds in your Mutual Fund Portfolio. In case of Mutual Fund Portfolio Management, you can remove any fund from your Mutual Fund Portfolio or you can add any fund on your Mutual Fund Portfolio.

Goal & Time

Creating a goal is always good for your any investment not only Mutual Fund, so it will be a smart move if you create your goal. You can choose a Mutual Fund Portfolio for Long Term or Retirement, Mutual Fund Portfolio for Tax Savings or Mutual Fund portfolio for short term. You can create Mutual Fund Portfolio online as per your risk appetite. Here we will give some Mutual Fund Portfolio Example to understand the easiest way to investment and how to reach your goal. There are so many types of Mutual Fund Portfolio is available you also can check for Mutual Fund Portfolio Comparison and you can choose one as per your choice. A good Mutual Fund Portfolio takes some time to build. A Mutual Fund Portfolio builder will help you to build your Mutual Fund Portfolio as per your goal, time, and risk appetite. You can check your Mutual Fund Portfolio online by just clicking some buttons.

Your Mutual Fund Portfolio should have a specific, relevant, achievable, measurable and time bound goal. Here are some examples of smart Mutual Fund Portfolio goals.

  • Rajesh wants to accumulate Rs. 2 cr. in the next 20 years for his retirement.
  • Smita wants to earn Rs. 35 lacs for her child’s education in five years.

In these examples, their goals are specific measurable, achievable, and time-bound so for you it will be easier to Create Mutual Fund Portfolio online by knowing these specific things.

SIP or Lump Sum

You can start Mutual Fund Portfolio allocation from now with just a small amount like Rs. 500. It is not a huge amount right? Yes, you can start to make Mutual Fund Portfolio design from as low as to amount Rs. 500. Many people go for a Lump sum that is not a bad idea for investment but if you go for a SIP you can start with a low amount as per your choice while investing in a lump sum will need at least Rs. 5000 to start and you will get some benefits from SIP-like rupee cost averaging power of compounding, and higher return you also can increase or decrease your SIP amount as per your choice.

Mutual Fund Portfolio Diversification

As per Mutual Fund Portfolio analysis you should not put all your investments in one basket you should know how to do Mutual Fund Portfolio allocation, and the most important thing is Mutual Fund Portfolio for the aggressive investor will be different from Mutual Fund Portfolio moderate investor. Mutual Fund Portfolio Construction will be varying from one investor to another. Which means your mutual fund portfolio diversification should be well planned you should have equity large cap to small, mid, multi then debt funds, liquid funds and then balanced or hybrid funds. Which means you should have stocks to bonds in your Mutual Fund Portfolio creation. Here we are providing some Mutual Fund Portfolio Details.

Wealth Maximiser – For the youth

If you are young started a new job and planning to invest your money and you won’t mind taking the risk this Mutual Fund Portfolio for the aggressive investor will help you to full fill all your plans. This Mutual Fund Portfolio for aggressive investors will give you high returns with high risks. This will have two mid-cap funds, one small-cap fund, one multi-cap fund, and one debt fund in your Mutual Fund Portfolio.

Fund Name3-Year Return5- year Return10-year ReturnInvestment amount
L&T Mid Cap Fund (G)12.28%15.01%17.50%2000
DSP Black Rock Mid Cap Fund (G)10.35%13.32%18.24%2000
SBI Small Cap Fund (G)14.86%20.96%2000
Mirae Asset Emerging Bluechip Fund (G)17.17%20.08%2000
Aditya Birla Sun Life Medium Term Plan (G)6.34%7.90%8.47%2000
    10,000

Wealth Builder

Wealth Builder is best for those who want to invest in stable large-cap stocks.  Small Cap Funds and Mid Cap Funds are skied rocking but Large Cap Mutual Funds are also doing great, maybe the return is not so high but the risk of this equity fund is low and it has given a return in a consistent manner. If you started investment lately this mutual fund portfolio will be helpful to you.

Mutual Fund Portfolio for moderate investors

Fund Name 3-Year Return 5 year Return 10 year Return Investment amount
Aditya Birla Sun Life Frontline Equity Fund (G) 10.33% 10.53% 13.79% 2000
Franklin India Equity Advantage Fund (G) 8.02% 10.23% 13.67% 2000
Kotak Standard Multi Cap Fund (G) 14.23% 14.96% 2000
Motilal Oswal Multicap 35 Fund (G) 13.42% 17.31% 2000
TATA India Tax Savings Fund (G) 13.36% 14.94% 15.37% 2000
        10,000

Stable Wealth

Stable wealth is for those investors who want a balanced mix of debt and equity. Not everyone wants to take the risk so this Mutual Fund Portfolio is designed for a stable portfolio with lower risk; this mutual fund portfolio is divided between debt and equity.

Mutual Fund Portfolio for stable wealth investors

Fund Name 3-Year Return 5 year Return 10 year Return Investment amount
Franklin India Short Term Income Plan (G) 8.67% 8.73% 8.79% 2000
HDFC Balanced Advantage Fund (G) 13.04% 10.51% 15.19% 2000
ICICI Prudential Balanced Advantage Fund (G) 9.59% 10.22% 13.09% 2000
IDFC Tax Advantage Fund (G) 13.28% 12.99% 15.46% 2000
L&T Hybrid Equity Fund (G) 9.25% 11.07% 2000
        10,000

Wealth Secure

This Mutual Fund Portfolio is designed for those who do not want to risk their money in stocks. Not everyone can stand for losing their money so taking it seriously they don’t want to invest in stocks they want to invest in debts which means investing in securities like bonds.

Mutual Fund Portfolio for wealth secure investors

Fund Name 3-Year Return 5 year Return 10 year Return Investment amount
Aditya Birla Sun Life Tax Relief 96 (G) 11.26% 13.61% 14.07% 2000
Baroda Short Term Bond Fund (G) 8.04% 8.41% 2000
Franklin India Low Duration Fund (G) 8.50% 8.93% 2000
Franklin India Short Term Income Plan (G) 8.67% 8.73% 8.79% 2000
ICICI Prudential Child Care Fund (G) 9.20% 9.29% 14.55% 2000
        10,000

Income Generator

If you are looking for monthly income from your investment income generator will be a great mutual fund portfolio for you.

Mutual Fund Portfolio for income generator investors

Fund Name 3-Year Return 5 year Return 10 year Return Investment amount
BNP Paribas Corp Bond (G) 4.67% 6.23% 6.93% 2000
DHFL Pramerica Short maturity (G) 2.46% 5.07% 6.48% 2000
Franklin India Low Duration Fund (G) 8.50% 8.93% 2000
Invesco India Medium Term Bond (G) 7.60% 8.25% 2000
SBI Debt Hybrid Fund (G) 6.41% 8.62% 8.36% 2000
        10,000

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