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.

📈

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
📊

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.

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

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