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Balanced Plans

Invest in these portfolios to get the right BALANCE of HIGHER returns from equity and STABLE returns from debt.

WHY INVEST IN Balanced Plans ?

Investors with Moderate risk appetite should invest in these portfolios.

All Plans now have a Step-UP SIP option.

KNOW BEFORE YOU INVEST

Horizon

Stay invested for a duration of at least 3 years to maximize your returns from these tailored portfolios

Lock - In

No Lock-in. You can invest anytime and withdraw any time you want.

Tax Impact

Gains are taxed @15% if withdrawn before 1 year. Gains (in excess of ₹1 lakh p.a.) are taxed @10% if withdrawn after 1 year. Gains withdrawn up to ₹1 lakh in a financial year are exempt from income tax

WHAT IS SIP

Systematic Investment Plan or SIP enables investors to regularly invest a fixed amount in the best mutual funds. In a mutual fund SIP, a fixed amount is deducted every month from your savings account and invested in the chosen mutual fund. SIP Plans bring the discipline of regular investing and the power of compounding to get you high returns with a lower risk. Through fixed regular investments, SIP lower the impact of market ups and down on investment returns. Mutual Fund SIP plans can be started for as low as ₹500. These SIP plans also provide higher liquidity compared to other investment plans.

SIP IN TAX SAVING MUTUAL FUNDS

SIP in Upwardly Tax Saving Plan gives you double benefits of high returns and tax saving under Section 80C. A SIP plan of ₹12,500 per month in ELSS funds is enough to meet your Section 80C tax savings requirements. For investing in Best ELSS Funds, monthly SIP works out to be better than making lumpsum investment from December to March.

What is a SIP Plan?

A SIP Plan is a bouquet or collection or portfolio of Mutual Funds. Our experts have hand-picked some of the best mutual funds to create plans or portfolios with a specific theme. We have tried to keep 4-5 Mutual Funds in a Plan. This helps you diversify the risk involved.So instead of buying one single mutual fund, you can buy 4 - 5 mutual funds of that plan, in a single transaction.For Example: The Small and Mid - cap Plan has the top 5 Small and Mid - Cap mutual funds.

How is a SIP Plan different from SIP in a Mutual Fund?

Instead of investing in a single SIP, with a plan, one can invest in 4-5 mutual funds that are part of the plan. A plan is nothing but a bouquet or portfolio of mutual funds.

Do you change the funds in the plan?

Yes, we periodically change the funds in a plan depending on the funds’ performance. This is to ensure that you always invest in the best funds for that specific theme for which the plan was created.

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