Mutual Funds
Mutual Funds - Aggressive
Direct Invest (No Commission) | High Smallcap Exposure | Under SEBI IA License
A basket of 6 mutual funds focused on small-cap and mid-cap segments. Suitable for investors with a higher risk appetite, aiming for long-term capital appreciation, and willing to handle higher market volatility. *CAGR shown is based on the underlying fund performance assuming no changes in the basket over the last 5 years. Past performance is not indicative of future results.
Funds Included
5–6
Segment Focus
Small-Cap & Thematic
Risk Level
High
Investor Type
Aggressive
Last 5 Year CAGR
29%*
Rebalancing
Half Yearly
Subscription Starting
₹250/mo
Mutual Fund – Moderate
Direct Invest (No Commission) | Diversified Exposure | Under SEBI IA License
A balanced basket of 5–6 mutual funds spread across large-cap, mid-cap, and hybrid categories. Designed for investors with moderate risk tolerance seeking a blend of growth and stability. *CAGR shown is based on the underlying fund performance assuming no changes in the basket over the last 5 years. Past performance is not indicative of future results.
Funds Included
5–6
Segment Focus
Multi-Cap + Hybrid
Risk Level
Moderate
Investor Type
Balanced
Last 5 Year CAGR
27%*
Rebalancing
Half Yearly
Subscription Starting
₹250/mo
Mutual Fund – Secure
Direct Invest (No Commission) | Lower Volatility | Under SEBI IA License
A low-risk basket of 5–6 mutual funds focusing on large-cap, debt, and hybrid categories. Suitable for conservative investors who prioritise stability, lower volatility, and steady growth. *CAGR shown is based on the underlying fund performance assuming no changes in the basket over the last 5 years. Past performance is not indicative of future results.
Funds Included
5–6
Segment Focus
Large-Cap & Hybrid
Risk Level
Low
Investor Type
Conservative
Last 5 Year CAGR
25%*
Rebalancing
Half Yearly
Subscription Starting
₹250/mo
Our Philosophy
Risk-Aligned Investing
Three baskets—Aggressive, Moderate, and Secure—are tailored to match distinct risk profiles, ensuring suitability for every type of investor.
Data-Driven Selection
Funds are carefully screened using Beta, Sharpe Ratio, Treynor, and Jensen’s Alpha to deliver risk-adjusted returns.
Diversified Portfolios
Each basket blends large-cap, mid-cap, and small-cap funds to balance stability, growth, and alpha potential.
Flexible Investment Options
Investors can choose to start with a SIP for disciplined investing or make a lumpsum allocation based on their preference.
Direct Plans Only
We use only Direct Mutual Funds—no distributor commissions or hidden costs, passing more returns to investors.
Focus on Alpha
Baskets aim to consistently outperform benchmarks through disciplined reviews and smart fund selection.