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  • Date 9/4/2021 Investment Ratio Equity Total Investment Debt

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    Ankit Gadura
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    The document provides an investment ratio breakdown for a total investment of Rs. 345,000 as of 9/4/2021. 71.01% (Rs. 245,000) of the investment is in equity funds through SIP and lumpsum payments. The remaining 28.99% (Rs. 100,000) is invested in debt funds. Key equity funds include Kotak emerging equity, Axis growth opportunities, and MIRAE ASSET LARGE CAP. Debt funds include Kotak Low duration and a fixed deposit.

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    The document provides an investment ratio breakdown for a total investment of Rs. 345,000 as of 9/4/2021. 71.01% (Rs. 245,000) of the investment is in equity funds through SIP and lumpsum payments. The remaining 28.99% (Rs. 100,000) is invested in debt funds. Key equity funds include Kotak emerging equity, Axis growth opportunities, and MIRAE ASSET LARGE CAP. Debt funds include Kotak Low duration and a fixed deposit.

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    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
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    8 views2 pages

    Date 9/4/2021 Investment Ratio Equity Total Investment Debt

    Uploaded by

    Ankit Gadura
    The document provides an investment ratio breakdown for a total investment of Rs. 345,000 as of 9/4/2021. 71.01% (Rs. 245,000) of the investment is in equity funds through SIP and lumpsum payments. The remaining 28.99% (Rs. 100,000) is invested in debt funds. Key equity funds include Kotak emerging equity, Axis growth opportunities, and MIRAE ASSET LARGE CAP. Debt funds include Kotak Low duration and a fixed deposit.

    Copyright:

    © All Rights Reserved
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    Date 9/4/2021 Investment Ratio

    Equity 245,000.00 71.01%


    Total investment 345,000.00 Debt 100,000.00 28.99%

    Equity
    Sr. No. Name Fund type Crisil Rank Start date SIP Lumpsum
    1/5/2021 7500
    1 Kotak emerging equity(username) Mid 2 7/15/2021 2500
    2 Axis growth opportunities(Username) LARGE + MID 2 3/1/2021 10000 45000
    3 MIRAE ASSET LARGE CAP(Username) Large cap 2 11/2/2020 7500
    27,500.00 45000

    Debt
    Sr. No. Name Fund type Crisil Rank Start date SIP Lumpsum
    1 Kotak Low duration Credit risk 1 4/15/2021 10000
    2 FD Low risk 4/3/2021 50,000.00
    Number of payments Investment
    8 60000
    2 5000
    6 105000
    10 75000
    245,000.00

    Number of payments Investment


    5 50000
    50000
    100,000.00

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