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Simplify your mutual fund investing with our ready made baskets. Start your investment journey with expert curated portfolios designed for your financial goals.

Phone

+91 9405157743

Organization

Sukhmal Mutual Fund Distributors Private Limited

Address

Office No 815, Office Tower, Homeland city Piplod, Surat

Social

Investment Basket Details

Conservative Fund Basket

Seeks capital preservation with low-risk debt investments carefully selected by experts.

Min. Investment

₹5,000

Min. SIP

₹5,000/month

Created

26 Aug 2024

Type

Mutual Fund Basket
Conservative Fund Basket
Description

<div class="container">Our Conservative Mutual Fund Basket is designed for investors with a lower risk tolerance, seeking stable returns with minimal volatility. This basket includes funds focused on fixed-income securities and high-quality debt instruments, making it a suitable option for those looking for capital preservation while still earning returns.

Portfolio Composition

This basket includes the following mutual fund schemes:

  • Nippon India Corporate Bond Fund: Included in portfolio

  • Quantum Dynamic Bond Regular Fund: Included in portfolio

  • Aditya Birla Sun Life Medium Term Plan: Included in portfolio

  • Aditya Birla Sun Life Government Securities Fund: Included in portfolio

Key Features
  • Professional Curation: Our expert team has carefully selected funds based on thorough research and analysis to create a balanced portfolio.

  • Diversification: The basket includes a mix of funds across different asset classes and sectors to reduce risk and enhance returns.

  • Active Rebalancing: The portfolio is regularly monitored and rebalanced to maintain optimal asset allocation and performance.

  • Flexible Investment Options: Choose between SIP (Systematic Investment Plan) or lump sum investment based on your preference and financial situation.

  • Transparent Management: All investments are managed with full transparency, and you can track your portfolio performance in real-time.

Investment Strategy
  • Risk Management: The basket is designed to balance risk and return based on your investment profile and financial goals.

  • Long-term Growth: Focused on long-term wealth creation through disciplined investment in quality mutual funds.

  • Regular Monitoring: Continuous monitoring of fund performance and market conditions to ensure optimal portfolio health.

  • Tax Efficiency: Portfolio construction considers tax implications to maximize after-tax returns for investors.

+2500

Mutual Funds

Available

+500

Active

Investors

+40

AMCs

Partnered

+20%

Average

CAGR