Our analysis indicates that you need 6-9 schemes to build a a properly diversified portfolio, which performs robustly across market cycles to help you meet your investment goals. Most Mutual Fund schemes require a minimum initial investment of Rs 5,000, and subsequent investments of at least Rs 1,000.

In order to be able to meet these scheme minimums, Smart Portfolios have:

  • minimum initial investment of Rs 50,000
  • minimum additional investments (portfolio Flexi-SIPs) of Rs 10,000
  • and all investments to be in multiples of Rs 2,000