Equity Saving Fund

Equity Saving Fund

3 Equity Savings Fund

Funds basically invest in stock, bonds and risk free arbitrage opportunities. Funds partially equity exposure are hedged, reducing risk compared to aggressive hybrid funds are unhedged. Generate better returns than fixed deposits with greater tax-efficiency. Fund manager exploit the price differences in the cash and derivative segment to make risk free profits.

Mixed of Global Funds

Our Investment Plans

Mixed of Global Funds
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%
Large Cap
Large Cap

5 Large Cap

3Y 18.58%
5Y 22.21%
10Y 14.12%
Flexi Cap
Flexi Cap

5 Flexi Cap

3Y 22.79%
5Y 27.11%
10Y 17.65%
Small Cap
Small Cap

5 Small Caps

3Y 22.17%
5Y 31.7%
10Y 19.8%
Mid Cap
Mid Cap

5 Mid Caps 50, Top100

3Y 24.28%
5Y 30.39%
10Y 18.20%
Banking and Finance
Banking and Finance

5 Top Funds

3Y 20.5%
5Y 24.81%
10Y 15.37%
Crorepati Fund
Crorepati Fund

5 Crorepati Funds

3Y 19.30%
5Y 26.67%
10Y 17.58%
Regular Monthly Income Using SWP
Regular Monthly Income Using SWP

3 Top Funds

3Y 18.31%
5Y 21.79%
10Y 14.69%
Regular Monthly Income
Regular Monthly Income

3 Top Funds

3Y Fixed Annual Dividend Yield 8.18 - 18.89%
5Y 21.95%
10Y 13.54%