Our association with Cholamandalam Group has been for decades and we value this relationship deeply. Chola securities...
K Ajith Kumar Rai, Chairman ,
Systematic Investment Plans (SIPs) are best suited for people who do not have a sizeable lump-sum to build long-term wealth. They are ideal for salaried people who can invest on a monthly basis to reach their financial goals.
Now that you have identified your financial objectives, analysed your risk appetite and set your return expectations, it is now time to create a Systematic Investment Plan.
In case you do not know how to set aside every month, please do use our SIP Calculator. SIP Calculator
Based on your risk profile, you can select the right asset allocation suited for you.
|Asset Class||Conservative||Moderately Conservative||Moderately Aggressive||Aggressive|
|Fund Name||Conservative||Moderately Conservative||Moderately Aggressive||Aggressive|
|Equity-Large Cap Funds||10%||15%||10%||15%|
|Equity-Large & Midcap Funds||0%||5%||15%||20%|
|Equity-Multi Cap Funds||0%||5%||10%||10%|
|Equity-Mid Cap and Small cap Funds||0%||5%||15%||25%|
|Equity – Balanced Funds||15%||5%||10%||5%|
|Hybrid – Arbitrage Funds||30%||30%||20%||15%|
|Debt- Short term Funds||25%||20%||10%||5%|
You are now one step away from creating your Systematic Investment Plan. Now that you have decided on your asset allocation, we also help you select the right mutual funds under each of the categories, through our in-house research note, Chola Fund Selector.
To execute your investment decision, get in touch with our executive right now.