MUTUAL FUNDS

Investing made simple.
Returns made serious.

SEBI-regulated, daily-liquid investment vehicles suited for every investor — from your first ₹500 SIP to a multi-crore lump-sum allocation across equity, debt and hybrid categories.

FUND CATEGORIES

Funds for every goal
and risk appetite.

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Equity Funds

Large-cap, mid-cap, small-cap, flexi-cap and sectoral funds for long-term wealth creation. Suitable for 5+ year horizons.

High Risk
🏛️

Debt Funds

Short-duration, corporate bond and gilt funds for capital preservation and regular income. Lower volatility than equity.

Low–Moderate Risk
⚖️

Hybrid Funds

Balanced advantage and multi-asset allocation funds that dynamically manage the equity-debt mix across market cycles.

Moderate Risk
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Index Funds

Passively managed funds tracking Nifty 50, Nifty Next 50, Nifty Midcap 150 and other indices with ultra-low costs.

Mod. High Risk
OUR FUND STRATEGIES

Recommended strategies
for our clients.

Diversified Equity Fund

High

Broad market exposure across large, mid and small-cap companies.

Min. Investment₹500 SIP / ₹5,000 lump sum
Horizon5+ years
Expected Returns12–15% p.a. (indicative, not guaranteed)
  • SEBI-regulated
  • Daily liquidity
  • Tax-efficient LTCG
  • Professional management
Invest in this fund

Index Fund – Nifty 50

Mod. High

Low-cost passive investing tracking India's top 50 companies.

Min. Investment₹500 SIP / ₹1,000 lump sum
Horizon3+ years
Expected ReturnsMarket-linked
  • Ultra-low expense ratio
  • Passive strategy
  • High liquidity
  • Benchmark-aligned returns
Invest in this fund

Hybrid Balanced Advantage

Moderate

Dynamic asset allocation between equity and debt based on market valuations.

Min. Investment₹1,000 SIP / ₹5,000 lump sum
Horizon3–5 years
Expected Returns9–12% p.a. (indicative, not guaranteed)
  • Dynamic allocation
  • Lower volatility
  • LTCG tax benefit
  • Suitable for moderate risk
Invest in this fund
SUITABILITY

Is mutual fund investing
right for you?

✓

You want to begin investing with small, regular amounts via SIP.

✓

You need daily liquidity and the ability to redeem at any time.

✓

You prefer SEBI-regulated, professionally managed vehicles.

✓

You are building wealth over a 3–10 year investment horizon.

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For ₹50L+ seeking a personalised portfolio, consider PMS.

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For ₹1Cr+ seeking alternative assets, consider AIF strategies.