It gives clients a wide range of diversified portfolios to choose from like:-
EQUITY INVESTORS |
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Portfolio Name |
Features |
Minimum Lump Sum (Rs) |
Minimum |
|
SIP (Rs) |
TOP-UP (Rs) |
|||
E100 |
100% Equity schemes portfolio |
50000 |
5000 |
- |
E100 Aggressive |
100% Equity portfolio of Mid cap/Small cap scheme |
50000 |
5000 |
- |
ELSS |
100% ELSS scheme portfolio |
10000 |
5000 |
- |
CONSERVATIVE EQUITY INVESTORS |
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Balanced Advantage Portfolio |
100% Balanced Advantage Scheme Portfolio |
50000 |
5000 |
- |
Aggressive Dynamic AA Portfolio |
Aggressive Dynamic Asset Allocation Portfolio |
50000 |
5000 |
- |
Multi-Asset Allocation Portfolio |
100% Multi-Asset Allocation Schemes |
50000 |
5000 |
- |
OTHER PORTFOLIOS |
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E80 |
Fixed Asset Allocation Portfolio |
50000 |
5000 |
- |
E70 |
Fixed Asset Allocation Portfolio |
50000 |
5000 |
- |
E50 |
Fixed Asset Allocation Portfolio |
50000 |
5000 |
- |
Aggressive Hybrid Portfolio |
100% Aggressive Hybrid Schemes |
50000 |
5000 |
- |
Conservative Hybrid Portfolio |
100% Aggressive Hybrid Schemes |
50000 |
5000 |
- |
Liquid Portfolio |
100% Schemes in low-risk mutual fund schemes. |
50000 |
5000 |
- |
SIP Aggressive Portfolio |
SIP in Midcap and Small cap Equity schemes. |
50000 |
2000 |
600 |
SIP Diversified Portfolio |
SIP in Diversified Equity schemes. |
50000 |
2000 |
600 |