Basket detail
Steady core SIP basket
Build a simple core allocation around broad diversified funds for investors who want fewer moving parts at launch.
Compliance approvedModerate5+ years
This launch-safe basket leans on diversified core funds rather than narrow thematic tilts so the category mix stays easier to explain in a first review conversation.
Parag Parikh Flexi Cap Fund
Flexi Cap Fund
Latest NAV context: ₹88.64
SBI Bluechip Fund
Large Cap Fund
Latest NAV context: ₹79.11
HDFC Mid-Cap Opportunities Fund
Mid Cap Fund
Latest NAV context: ₹102.44
This is an educational basket, not a personalised recommendation. Suitability still depends on horizon, risk tolerance, existing holdings, tax posture, and whether regular-plan distribution is appropriate for you.
Trust routes for basket follow-through
Educational baskets are not ready-made personalised portfolios. Use them to structure a conversation, then move into suitability review and disclosure-led follow-through.