Mutual Funds
Find the Right
Mutual Fund for
Every Milestone
Whether you're a first-time investor or a seasoned market participant, our curated mutual fund solutions help you grow wealth systematically, transparently, and efficiently.
Work Process
Step-by-Step Guide
How We Work
Financial Goal Assessment
We start by understanding your income, liabilities, risk appetite, and investment goals — be it 1 year or 30.
Fund Research & Shortlisting
We filter 2,500+ schemes using proprietary criteria to shortlist the funds best suited for you.
Portfolio Construction
We build a diversified, balanced portfolio — equity for growth, debt for stability, hybrid for balance.
Ongoing Review & Rebalancing
Markets evolve. We review your portfolio quarterly and rebalance to keep your returns on track.
Want to know more about mutual funds?
How mutual funds are grouped in India
Mutual funds sold in India are sorted by asset mix, risk band, and structure. Here's a quick reference across the major categories.
Fund Type Snapshot
| Category | What it holds | Risk Band | Suited For | Typical Return (5-Yr Avg) |
|---|---|---|---|---|
| Equity Funds | Puts 65%+ into stocks. Variants include Large-Cap (established names like Reliance), Mid/Small-Cap (growth-focused), and Multi-Cap (spread across sizes). | High | Long-horizon builders (7+ years) | 15–20% |
| Debt Funds | Centered on bonds, government securities, and corporate debt. Variants: Liquid (very short duration), Corporate Bond (mid duration), Gilt (sovereign paper). | Low–Medium | Short-horizon savers wanting steadiness | 6–8% |
| Hybrid Funds | Blends equity (35–65%) with debt. Variants: Aggressive (equity-tilted), Conservative (debt-tilted), Balanced Advantage (allocation shifts dynamically). | Medium | Middle-of-the-road risk takers | 10–14% |
| Goal-Based Funds | Built around a specific milestone, such as Children's plans (5-year lock-in) or Retirement plans (extended lock-in). | Medium–High | Investors mapping toward a fixed milestone | 12–16% |
| Index / ETFs | Mirrors a benchmark such as the Nifty 50. Passive management keeps running costs low. | Tracks Index | Cost-conscious, hands-off investors | 13–18% |
| ELSS (Tax-Saving) | Equity-oriented funds carrying a 3-year lock-in, qualifying for Section 80C deductions. | High | Tax-planning, growth-minded investors | 12–15% |
| Fund of Funds | Holds units of other mutual funds, often to reach international markets. | Medium | Investors wanting global spread | 8–12% |
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FAQ
Frequently Asked Questions
We cover all categories — equity (large cap, mid cap, small cap, flexi cap), debt (liquid, short duration, gilt), ELSS, hybrid (balanced advantage, aggressive hybrid), and international funds.
Mutual funds are SEBI-regulated and carry varying levels of risk depending on the category. Equity funds carry market risk but have historically delivered 12–15% CAGR over the long term.
You can start a SIP in most mutual funds with as little as ₹1,000 per month. Lumpsum investments typically start from ₹2,000.
Backed by India’s leading fund houses.
Loan Against Mutual Funds
Unlock Liquidity Without Selling Your Investments
A Loan Against Mutual Funds (LAMF) lets you meet urgent capital needs without disrupting your long-term compounding. Pledge your equity or debt fund units as collateral and secure an instant overdraft or term loan — your investment keeps growing while you pay interest only on the amount you actually use.
How Much You Could Unlock
Retain Asset Ownership
Your mutual fund units stay invested and continue to grow and earn returns — you simply pledge them as collateral.
Low Interest Rates
Pay interest only on the amount you actually draw down — typically far lower than a personal loan.
Instant Capital Access
Get an overdraft or term loan sanctioned quickly against your existing portfolio — no need to liquidate holdings.
Contact Us
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