Investmentz Buckets

Equity + Mutual Fund

Composite: Moderate Risk

The Moderate Risk Composite Basket spreads the invested amount across large cap, diversified, money market mutual funds as well as large cap stocks to maximize returns from mutual fund investments, allocating 20%, 20%, 30% and 30% respectively across these funds. In this basket, higher risk large cap and diversified fund investments are balanced by low-risk money market funds, making this a moderate risk offering. This is good for investors who are willing to take some risk to achieve their investment goals.

Min Investment
Returns (CAGR)
Returns (CAGR)
Stocks LTP Quality Score Valuation Score Technical Score 1yr 3yr 5yr Weightage(%) Quantity
Hindustan Unilever Ltd. 2210.55 65.65 4.00 58.00 24.38 23.06 13.26 10.00 1.00
Returns (CAGR)
Schemes NAV Category Name 1yr 3yr 5yr Weightage(%) Quantity
SBI Savings Fund Direct Plan Growth
33.29 Money Market 7.42 7.68 8.04 15.00 159.68