Planning for your future gives you a better control over uncertainties. You can choose a Mutual Fund scheme for every stage of your Life.

Planning to invest in Mutual Funds? You can select a mutual fund scheme based on your risk profile from the following categories.

Children Oriented Funds

Children grow up quickly. So do their needs! The earlier you plan to build capital for your children, the better it is for their future. There is nothing more fulfilling as a parent than to be well prepared for your children’s education, marriage, or supporting their passion. These funds usually come with options which have a different mix of equity and debt to help you invest according to your objectives. A lock in period of 5 years in this fund ensures that you are committed to investing for your child and helps the power of compounding to take effect.

Hey! Wanna know how much would you need for your child’s future Know More

Hybrid Funds

Get the best of different asset classes in one fund! These funds invest in more than one asset class; equity, debt, and others like gold to diversify the portfolio with an aim to reduce the volatility with an aim to provide better risk-adjusted returns.

Retirement Oriented Funds

Well Begun is half done, they say! So is Planning for your retirement. These funds let you get the discipline of investing for retirement with sub plans having a different mix of equity and debt in each as per your age and risk profile. There is a lock-in of 5 years or till retirement age (whichever is earlier) to help gain from the power of compounding over time.

Hey! Find out how much would you need to retire comfortably Know More

Balanced Advantage Funds

Markets can be volatile, but your life goals should not! These funds dynamically manage equity and debt in their portfolio to capitalise on potential gains and reduce volatility. Choose these funds if you wish to keep up with market movements and let the expert fund managers decide the optimal allocation for you.

Flexi Cap Funds

Whether in life or in investments, flexibility can help! There are many good companies across market capitalizations which can be part of your portfolio. These funds invest in companies across large, mid, and small cap space to provide your investment growth opportunities across market capitalisation. If you want to benefit from the potential of companies in their various stages these funds can be a good choice.

Money Market Funds

Still using traditional savings avenues? Make a smarter choice with money market funds! These funds are short-term debt funds which invest in money market instruments with a maturity up to 1 year. They can be used well for creating an emergency corpus or for short term parking of money. They aim to provide better tax-adjusted returns vis-a-vis comparable traditional saving options.

Check out our other calculators to plan for your Financial Goals, Know More
To invest, contact your MFD/RIA or click on Know More
Invest online Click Here
An Investor Education and Awareness Initiative.

Investors should deal only with registered Mutual Funds, details of which can be verified on the SEBI website (https://www.sebi.gov.in ) under ‘Intermediaries/Market Infrastructure Institutions’. Please refer to website of mutual funds for process for completing one-time KYC (Know Your Customer) including process for change in address, phone number, bank details etc. Investors may lodge complaints on https://www.scores.gov.in against registered intermediaries if they are unsatisfied with their responses. SCORES facilitates you to lodge your complaint online with SEBI and subsequently view its status.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Follow us:
Contact Us call