Grow Wealth with Mutual Funds
Professionally managed portfolios, SIP convenience, and transparent reporting—tailored to your goals and risk appetite.
Mutual Funds
What are Mutual Funds?
A mutual fund pools money from investors to buy a diversified mix of equities, debt, or other instruments—managed by experts to align with your objective.
- Diversification across assets & sectors
- Professional research & risk management
- SIP & Lumpsum flexibility
- High transparency (NAV, factsheets)
Mutual Funds
Types of Mutual Fund
Pick what fits your risk tolerance and time horizon.
Equity Funds
For long-term growth. Higher risk, higher potential returns.
Debt Funds
Stable income via bonds & money market instruments.
Hybrid Funds
Blend of equity + debt for balanced risk.
Index Funds
Track Nifty/Sensex at low cost (passive).
Based on Asset Classes
Your Investment Journey
A simple, guided path from goal setting to growth.
Define Your Goal
Growth, income, tax-saving, or emergency—clarity decides the plan.
Assess Risk & Horizon
Match equity/debt mix to your risk tolerance & time frame.
Choose SIP or Lumpsum
Automate discipline with SIP or invest surplus via lumpsum.
Track & Rebalance
Review annually and realign to stay on course.
Direct vs Regular
Know the Key Differences
Direct Plans
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Investor manages everything on their own – from fund selection to portfolio review.०
Lower expense ratio (no distributor commission).०
Requires time, research, and confidence to manage on your own.०
One-size-fits-all — no tailored advice or adjustments.०
High chance of emotional decisions, panic exits, or inconsistency.०
Around 40% of retail mutual fund assets are via direct plans.
Regular Plans
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Full support from a qualified MFD – from selection to rebalancing.०
Slightly higher expense ratio (includes MFD commission).०
MFDs handle documentation, tracking, and even KYC.०
Investment is tailored based on goals and market conditions.०
MFDs help maintain discipline during market volatility.०
Nearly 60% of investors prefer Regular plans for expert guidance.