Mutual funds

A fund for a goal, not a fund for a headline.

A mutual fund pools money and invests it in shares, bonds, or a mix. The value moves with those markets. We start from the goal, the number of years, and the amount you can invest each month.

How the money is usually split

Equity funds, for goals more than about seven years away
Debt funds, for nearer goals and money you may need sooner
Hybrid funds, when you want both in one scheme
A lump sum, a monthly SIP, or a transfer from one fund to another

What we will not say

We will not promise a return. Past performance of a scheme is not the return you will get. Read the scheme document, and invest only money you can leave for the goal’s full term.

See how a monthly SIP is illustrated

Bring one goal

Retirement, a child’s education, or a house. One goal is a better first meeting than a list of scheme names.

Fix a meeting