Combo SIP
Invest in a predefined portfolio of schemes based on your risk profile.
What is it?
A simple facility that helps you choose the right combination of two pre-determined schemes for your SIP investments based on your risk appetite.
How does it work?
The investments that you make should ideally suit your risk profile so that you can continue investing in a disciplined manner and achieve your financial goals. The Edelweiss Combo SIP option offers you the opportunity to invest in a combination of two pre-determined schemes based on investor risk profiles.
- Determine your risk profile which could be conservative (low-risk), moderate (medium-risk), and aggressive (high-risk).
- Based on your risk profile, you can choose any of the following combinations for your SIP investment:
- Conservative portfolio – Edelweiss Equity Savings Fund and Edelweiss Balanced Advantage Fund
- Moderate risk – Edelweiss Large & Mid Cap Fund and Edelweiss Balanced Advantage Fund
- Aggressive – Edelweiss Multi Cap Fund and Edelweiss Mid Cap Fund
This way, you can start an SIP in two schemes that fit your risk profile.
Why is it good for you?
- It offers you a pre-defined combination of schemes based on risk-profiles
- It allows you to start an SIP in two schemes in one go
- It can help you diversify your investment portfolio
You get the benefits of SIP investing, i.e., compounding, rupee-cost averaging, discipline, and no need to time the markets
Frequently Asked Questions on SIP
Both are goal based SIP features. Multi Goal SIP enables you to invest in multiple mutual fund schemes of your choice though a single application form. You can invest in up to 3 mutual fund schemes at a time in Multi goal SIP.
Whereas Combo SIP enables you to invest in a combination of 2 predefined mutual fund schemes. You can choose the combo as per your risk profile defined against each combination.
You can use SIP calculator to see what is the amount you need to invest and split it across combo SIP plan or Multi Goal SIP Plan.
Combo SIP helps you to invest in 2 predefined schemes. For eg for aggressive risk appetite, the predefined scheme combination is Edelweiss Flexi Cap fund and Edelweiss Mid Cap fund. These predefined combinations help in diversification of your investment portfolio. The risk factor of the combo will be same as defined in the combos. These SIP options are very good for financial management of your goals.
All the combinations in Combo SIP are predefined for different risk profile
- Conservative – Edelweiss Equity Savings Fund and Edelweiss Balanced Advantage Fund
- Moderate – Edelweiss Large & Mid Cap Fund and Edelweiss Balanced Advantage Fund
- Aggressive – Edelweiss Flexi Cap Fund and Edelweiss Mid Cap Fund
What is the minimum amount required to invest in a combo SIP? Minimum amount in Combo SIP depends on the minimum investment criteria of the individual schemes in the predefined combinations.
Start your Multi Goal SIP or modify/cancel your existing Combo SIP
Offline Process
- Download the request form (editable) for Combo SIP cancellation form here
- Fill in the form with supporting documents, if any
- Submit the duly filled in form to any of our or Kfintech's branches
Online Process
Coming soon
Expected Turnaround Time
- Registration: 30 days from the date of receiving the duly filled in form at any of our or Kfintech’s branches.
- Cancelation: 10 business days form the date of receiving the duly filled in form at any of our or Kfintech’s branches.
MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
