Wealth+

Multiple Investment Products

Trailing returns as of Oct 01, 2025

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Mixed of Global Funds

2 Large Cap, 1 Mid Cap, 1 Small Cap, 1 Global Fund

3Y 19.65%

5Y 27.025%

10Y 17.105%

Mixed of Global Funds

Large Cap

5 Large Cap

3Y 18.58%

5Y 22.21%

10Y 14.12%

Large Cap

Flexi Cap

5 Flexi Cap

3Y 22.79%

5Y 27.11%

10Y 17.65%

Flexi Cap

Small Cap

5 Small Caps

3Y 22.17%

5Y 31.7%

10Y 19.8%

Small Cap

Mid Cap

5 Mid Caps

3Y 24.28%

5Y 30.39%

10Y 18.20%

Mid Cap

Banking and Finance

5 Top Funds

3Y 20.5%

5Y 24.81%

10Y 15.37%

Banking and Finance

Crorepati Fund

5 Crorepati Funds

3Y 19.30%

5Y 26.67%

10Y 17.58%

Crorepati Fund

Regular Monthly Income Using SWP

3 Top Funds

3Y 18.31%

5Y 21.79%

10Y 14.69%

Regular Monthly Income Using SWP

Regular Monthly Income

3 Top Funds

3Y Fixed Annual Dividend Yield 8.18 - 18.89%

5Y 21.95%

10Y 13.54%

Regular Monthly Income

Child Education

5 Top Funds

3Y 17.27%

5Y 21.46%

10Y 14.02%

Child Education

Tax Saving Funds

3 Top Funds

3Y 20%

5Y 25.3%

10Y 17.9%

Tax Saving Funds

Thematic

2 Top Funds

3Y 17.48%

5Y 23.53%

10Y 13.76%

Thematic

Sectoral

2 Top Funds

3Y 27.44%

5Y 26.24%

10Y 18.4%

Sectoral

Auto Index

4 Top Index Funds

3Y 2 Year : 30.5%

5Y -%

10Y -%

Auto Index

G-Sec

2 Funds

3Y 1 Year : 6.73%

5Y 2 year : 9.45%

10Y -%

G-Sec

GDP 2030 Innovation Fund

1 Innovation Fund

3Y 6 Months : 23.82%

5Y 1 Year : 8.2%

10Y -%

GDP 2030 Innovation Fund

GDP 2030 Manufacturing Fund

1 Manufacturing Funds

3Y 6 Months : 18.9%

5Y 1 Year : 0.83%

10Y -%

GDP 2030 Manufacturing Fund

Automotive

1 Automotive Fund

3Y 6 Months : 34.95%

5Y 1 Year : 2.12%

10Y -%

Automotive

Corporate Bond

4 Corporate Funds

3Y 8.1%

5Y 6.74%

10Y 7.82%

Corporate Bond

Arbitrage

2 Arbitrage Funds

3Y 7.79%

5Y 6.49%

10Y 6.25%

Arbitrage

Liquid

3 Liquid Funds

3Y 7.32%

5Y 5.97%

10Y 6.57%

Liquid

Equity Saving Fund

3 Equity Savings Fund

3Y 13.09%

5Y 13.23%

10Y 10.10%

Equity Saving Fund

Index Fund

4 Top Index Funds

3Y 16.52%

5Y 14.9%

10Y 10.88%

Index Fund

Transport and Logistics

1 Transport And Logistics Fund

3Y 1 Years : 11.72%

5Y 2 Years : 34.76%

10Y -%

Transport and Logistics

GDP 2030 Manufacturing Fund 2

1 Manufacturing Funds

3Y 6 Months : 21.27%

5Y 1 Year : 0.46%

10Y -%

GDP 2030 Manufacturing Fund 2

Core & Satellite

3 Core & Satellite Fund

3Y 18.15%

5Y 20.85%

10Y 15.18%

Core & Satellite

Early Retirements

6 Top Funds

3Y 21.42%

5Y 27.41%

10Y 18.46%

Early Retirements

Mixed of All Cap Funds

3 Large Cap, 1 Mid Cap, 1 Small Cap

3Y 19.33%

5Y 25.49%

10Y 15.93%

Mixed of All Cap Funds

Green Funds

3 ESG Funds

3Y 16.75%

5Y 16.94%

10Y 13.22%

Green Funds

All Products

Multiple Investment Products

Mixed of Global Funds

Large Cap

Flexi Cap

Small Cap

Mid Cap

Banking and Finance

Crorepati Fund

Regular Monthly Income Using SWP

Regular Monthly Income

Child Education

Tax Saving Funds

Thematic

Sectoral

Auto Index

G-Sec

GDP 2030 Innovation Fund

GDP 2030 Manufacturing Fund

Automotive

Corporate Bond

Arbitrage

Liquid

Equity Saving Fund

Index Fund

Transport and Logistics

GDP 2030 Manufacturing Fund 2

Core & Satellite

Early Retirements

Mixed of All Cap Funds

Green Funds

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