Configure Your Portfolio
Enter the total amount you wish to invest monthly across all funds.
Balanced Profile: Moderate risk-reward balance. Suitable for medium-term wealth building.
Recommended Allocation
Category Breakdown
Suggested allocation for balanced profile
Index
Fund Category
₹4,000
Monthly SIP
Large & Mid
Fund Category
₹2,000
Monthly SIP
Flexi Cap
Fund Category
₹2,000
Monthly SIP
Gold
Fund Category
₹1,000
Monthly SIP
Small Cap
Fund Category
₹500
Monthly SIP
Debt
Fund Category
₹500
Monthly SIP
Select specific funds within these categories based on performance, expense ratio, and your research.
How to Use This Allocation
Research Funds
Find top-performing funds in each recommended category based on 3-5 year returns.
Check Expense Ratio
Compare expense ratios and choose funds with lower costs for better long-term returns.
Start Your SIP
Invest the recommended amounts monthly and review your portfolio quarterly.