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My Plan
Edit Goal Name
Your plan is ready!
Projected amount in years
₹
This projected amount will need to an initial investment of ₹ and a monthly SIP of ₹.
You can edit this plan below
₹
Target Amount
Years
Goal Tenure
₹
Initial Investment
₹
Monthly SIP Amount
Ideally, you will make
₹ +1.45% more than target
We use historical returns of the last 5 Years for our estimates
Your target is acheivable!
This projected amount will need to an initial investment of ₹50,000 and a monthly SIP of ₹2,500.
You can edit this plan below
Target Amount
Goal Tenure
Initial Investment
Monthly SIP Amount
Ideally, you will make
₹ +1.45% more than target
We use historical returns of the last 5 Years for our estimates
You’re falling short on your target!
You can achieve your target with either of the following
Your target is acheivable!
You can edit this plan below
₹
Target Amount
Years
Goal Tenure
₹
Initial Investment
₹
Monthly SIP Amount
Ideally, you will make
₹
We use historical returns of the last 5 Years for our estimates
Recommended plan for you
This fund distribution offers balanced growth and stability. This is ideal for investors looking for good returns over a long-term.
19.47% Debt
43.1% Equity
37.43% Equity
Recommended Portfolio
SBI Bluechip Fund
EQUITY
Low Risk
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Returns
12.5% Regular-Growth
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Allocation
25%
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Monthly SIP Amount
₹2,000
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Lumpsum Amount
₹25,000
SBI Savings Fund
EQUITY
Moderately Low Risk
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Returns
12.5% Regular-Growth
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Allocation
25%
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Monthly SIP Amount
₹2,000
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Lumpsum Amount
₹25,000
SBI Dynamic Bond Fund
EQUITY
Moderately Low Risk
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Returns
12.5% Regular-Growth
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Allocation
25%
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Monthly SIP Amount
₹2,000
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Lumpsum Amount
₹25,000
SBI Gold Fund
EQUITY
Moderately Low Risk
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Returns
12.5% Regular-Growth
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Allocation
25%
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Monthly SIP Amount
₹2,000
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Lumpsum Amount
₹25,000
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