Investmentz Buckets

Equity + Mutual Fund

Composite: Moderately Low Risk

The Moderately Low Risk Composite Basket invests only in large cap stocks, large cap funds and money market funds to both reduce risk and ensure moderate returns from investments. 50% of the amount is invested in money market funds, 30% in large cap funds and 20% in large cap stocks. Keeping half of invested money in money market funds makes this a moderately low risk basket, good for investors who don’t like taking much risk in achieving their investment goals.

Min Investment
Returns (CAGR)
Returns (CAGR)
Stocks LTP Quality Score Valuation Score Technical Score 1yr 3yr 5yr Weightage(%) Quantity
Reliance Industries Ltd. 2113.05 60.25 22.00 54.00 51.76 31.01 17.59 10.00 1.00
Returns (CAGR)
Schemes NAV Category Name 1yr 3yr 5yr Weightage(%) Quantity
ICICI Prudential Ultra Short Term Fund Growth
21.18 Ultra Short Duration 7.13 7.49 7.94 15.00 293.47