Wealth BuildingSIP & Lumpsum

Mutual Funds Shelf

Shortlisted, goal-oriented schemes across India's leading 40+ AMCs. Filter by investment strategy, compare multi-year CAGR returns, and execute directly through our distributor desk.

Curated Strategies

Explore Handpicked Scheme Shelves

Performance metrics updated regularly. Reviewed against volatility, portfolio concentration, and benchmark alpha.

Showing all schemes
PPFAS Mutual Fund Very High Risk

Parag Parikh Flexi Cap Fund

Equity · Flexi Cap
3Y CAGR
21.4%
5Y CAGR
19.8%
TER
0.63%
HDFC Mutual Fund Very High Risk

HDFC Mid-Cap Opportunities Fund

Equity · Mid Cap
3Y CAGR
26.8%
5Y CAGR
22.1%
TER
0.78%
Nippon India MF Very High Risk

Nippon India Small Cap Fund

Equity · Small Cap
3Y CAGR
29.2%
5Y CAGR
27.4%
TER
0.68%
ICICI Prudential MF Moderate Risk

ICICI Prudential Balanced Advantage Fund

Hybrid · Dynamic Asset Allocation
3Y CAGR
14.6%
5Y CAGR
13.9%
TER
0.85%
Kotak Mahindra MF Low Risk

Kotak Equity Arbitrage Fund

Debt & Arbitrage · Tax Efficient Cash Parking
3Y CAGR
7.8%
5Y CAGR
6.5%
TER
0.38%
Portfolio Architecture

Align Strategy to Investment Horizon

CategoryRecommended HorizonRisk LevelTarget Objective
Flexi Cap / Multi Cap5 to 7+ yearsHighUnconstrained growth across market capitalizations
Mid & Small Cap7+ yearsVery HighAggressive wealth compounding for patient capital
Hybrid / Balanced Advantage3 to 5 yearsModerateAutomated asset allocation cushion during market volatility
Arbitrage & Liquid Funds1 to 12 monthsLowEmergency liquidity and tax-advantaged parking
ELSS (Tax Saving)3-year mandatory lock-inHighSection 80C deductions with full equity upside

Past performance is not indicative of future returns. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

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