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Child Education Strategy
Goal-based planning for education
Expected Return
12-15% p.a.
Risk Level
Moderate
Ideal Age
Parents of young children
Min. Horizon
5-15 years
Asset Allocation
75%
20%
Equity
75% - Growth focused
Debt
20% - Stability & income
Gold
5% - Hedge & diversification
SIP Investment Projections
₹5,000 ₹50,000
Expected Annual Return: 12.00%
5 Years
Invested: ₹6,00,000
Returns: ₹2,24,864
Total: ₹8,24,864
10 Years
Invested: ₹12,00,000
Returns: ₹11,23,391
Total: ₹23,23,391
15 Years
Invested: ₹18,00,000
Returns: ₹32,45,760
Total: ₹50,45,760
20 Years
Invested: ₹24,00,000
Returns: ₹75,91,479
Total: ₹99,91,479
Recommended Fund Portfolio
Customize Your Portfolio: We've pre-selected the top funds based on 3-year performance. Customize by checking/unchecking funds. The SIP amount is automatically distributed, and expected returns are calculated from your selected funds' actual performance.
Large Cap Fund
50% • ₹5,000 (0 of 9 selected)
| Select | Fund Name | AMC | Monthly SIP | AUM | Expense | 3Y Return |
|---|---|---|---|---|---|---|
| Nippon India Large Cap Fund - Direct Plan Growth Plan - Growth Option | Nippon India Mutual Fund | - | ₹13.61L Cr | 0.68% | 20.05% | |
| WhiteOak Capital Large Cap Fund Direct Plan Growth | WhiteOak Capital Mutual Fund | - | ₹7.87K Cr | 0.53% | 19.73% | |
| Invesco India Largecap Fund - Direct Plan - Growth | Invesco Mutual Fund | - | ₹23.09K Cr | 0.71% | 19.44% | |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Direct Plan - Growth | ICICI Prudential Mutual Fund | - | ₹22.53L Cr | 0.86% | 18.92% | |
| BANDHAN Large Cap Fund-Direct Plan-Growth | Bandhan Mutual Fund | - | ₹31.44K Cr | 0.87% | 18.87% | |
| DSP Large Cap Fund - Direct Plan - Growth | DSP Mutual Fund | - | ₹1.61L Cr | 0.86% | 18.53% | |
| quant Large Cap Fund - Growth Option - Direct Plan | quant Mutual Fund | - | ₹34.40K Cr | 0.42% | 18.45% | |
| BANK OF INDIA Large Cap Fund Direct Plan Growth | Bank of India Mutual Fund | - | ₹2.36K Cr | 0.95% | 18.24% | |
| BARODA BNP PARIBAS LARGE CAP Fund - Direct Plan - Growth Option | Baroda BNP Paribas Mutual Fund | - | ₹41.52K Cr | 0.76% | 17.29% |
Mid Cap Fund
25% • ₹2,500 (0 of 6 selected)
| Select | Fund Name | AMC | Monthly SIP | AUM | Expense | 3Y Return |
|---|---|---|---|---|---|---|
| Invesco India Midcap Fund - Direct Plan - Growth Option | Invesco Mutual Fund | - | ₹1.98L Cr | 0.54% | 27.94% | |
| Edelweiss Mid Cap Fund - Direct Plan - Growth Option | Edelweiss Mutual Fund | - | ₹2.48L Cr | 0.38% | 27.78% | |
| ITI Mid Cap Fund - Direct Plan - Growth Option | ITI Mutual Fund | - | ₹8.05K Cr | 0.57% | 27.19% | |
| WhiteOak Capital Mid Cap Fund Direct Plan Growth | WhiteOak Capital Mutual Fund | - | ₹31.35K Cr | 0.75% | 27.11% | |
| Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Option | Nippon India Mutual Fund | - | ₹6.79L Cr | 0.75% | 26.84% | |
| HDFC Mid Cap Fund - Growth Option - Direct Plan | HDFC Mutual Fund | - | ₹20.74L Cr | 0.72% | 26.64% |
Corporate Bond Fund
20% • ₹2,000 (0 of 3 selected)
| Select | Fund Name | AMC | Monthly SIP | AUM | Expense | 3Y Return |
|---|---|---|---|---|---|---|
| Franklin India Corporate Debt Fund - Direct - GROWTH | Franklin Templeton Mutual Fund | - | ₹58.16K Cr | 0.25% | 8.27% | |
| Axis Corporate Bond Fund - Direct Plan Growth | Axis Mutual Fund | - | ₹8.47L Cr | 0.36% | 8.13% | |
| BARODA BNP PARIBAS Corporate Bond Fund - Direct Plan - Growth Option | Baroda BNP Paribas Mutual Fund | - | ₹38.74K Cr | 0.20% | 8.07% |
Index Funds
5% • ₹500 (0 of 3 selected)
| Select | Fund Name | AMC | Monthly SIP | AUM | Expense | 3Y Return |
|---|---|---|---|---|---|---|
| Motilal Oswal BSE Enhanced Value Index Fund-Direct plan | Motilal Oswal Mutual Fund | - | ₹68.61K Cr | 0.40% | 35.38% | |
| ICICI Prudential NASDAQ 100 Index Fund - Direct Plan - Growth | ICICI Prudential Mutual Fund | - | ₹1.68L Cr | 0.61% | 29.34% | |
| ICICI Prudential Nifty Auto Index Fund - Direct Plan - Growth | ICICI Prudential Mutual Fund | - | ₹9.13K Cr | 0.40% | 27.71% |
Why Choose This Strategy?
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Goal-Aligned
Carefully designed allocation to match your financial goals and risk appetite.
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Expert Curated
Top performing funds selected based on historical performance and fund house reputation.
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Rebalancing
Periodic rebalancing recommendations to maintain optimal asset allocation.