-1.31%
3Y Returns
Rs. 692.94 cr
Fund size
1Y Returns
5Y Returns
22.84%
12.12%
-3.62%
3Y Returns
Rs. 4,562.79 cr
Fund size
1Y Returns
5Y Returns
20.45%
15.15%
-0.66%
3Y Returns
Rs. 448.34 cr
Fund size
1Y Returns
5Y Returns
20.11%
12.67%
Risk Assessment
This process of identifying the amount of risk you are capable of taking is referred to as risk profiling.
Asset allocation
Once you identify your risk profile, you should look to divide your money between various asset classes. Ideally your asset allocation should have a mix of both equity and debt instruments so as to balance out the risks.
Diversification
Identify funds to invest in each of the asset classes. You can compare mutual funds based on investment objectives and past performance. Decide on the mutual fund schemes you will be investing in and make the application online or offline.
Monitor your portfolio
Tracking and follow-ups are important to ensure that you get the best out of your investment.