Choosing the right fund

Published On: 05-Jul-2017

A smart investor folio should have the right balance of equity and debt funds. However, every folio reflects the investor personality, risk tolerance and their investment goals.

 

Suitable Plan

In the figure above, we help you identify the right kind of investment based on your investment goals.

Risk Factor

Risks and returns are directly proportional, so higher the risks – higher the returns and vice versa.

The investor can opt for high risk debt and equity instruments to increase the chances of getting a higher return from their portfolio.

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01

A Sample Portfolio

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02

Aggressive plan

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03

Moderate plans

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04

Conservative plans

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05

Rating agencies for investor information

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