Mutual Fund
Planning

Winning at money is 80 percent behavior and 20 percent head knowledge

Invest in Mutual Funds

We designed the framework as a tool for you to build a bridge between your money and achieving your goals. Our in-depth assessment seeks to understand the way you deal with money — your propensity for risk, how you save and invest, your priorities, and so on — which in turn helps us guide you better. A road map backed by research that includes all possibilities, certainties & uncertainties of your life. We do so much more than manage your finances. Basically overall scrutiny of your financial state including your cash flux analysis, contingency plans, risk management, and wealth management. We make sure to guard, guide and achieve all your financial goals like vacations, higher education, marriage and financial freedom.

3 Step Approach to Mutual Fund Planning

1. Client Risk Profile

The key step in planning for your various life stage goal is to understand your Risk Profile. Risk profile tells us how much risk you are willing to take and how much risk your finances can handle.

2. Current Portfolio Review

We will thoroughly review past performance of your holdings if any. Having proper balance, based on your goals, can help manage risk and take the guesswork out of financial decisions.

3. Comprehensive Plan

We discuss a comprehensive plan that suits your personality, risk profile and helps achieve your goals.

Looking to invest in mutual funds online? Here is a list of mutual funds to make a one-time investment or chose to do a SIP.

Mutual Fund investments are subject to market risk. Please read all scheme related documents carefully before investing.

Large-cap equity funds are a type of mutual fund that invests a substantial proportion of their corpus in companies with large market capitalization. Aim of Large cap fund is to generate the wealth of their investors steadily over the long term.

Fund Name	AUM (Rs. In Crore)	1 Year (%)	3 Year (%)	5 Year (%)
Aditya Birla SL Frontline Equity Fund(G)-Direct Plan	26479.89	16.31	34.47	15.47
Axis Bluechip Fund(G)-Direct Plan	32645.86	11.4	31.06	14.86
Bandhan Large Cap Fund(G)-Direct Plan	1357.1	17.01	41.06	16.54
Bank of India Bluechip Fund(G)-Direct Plan	125.99		47.64
Baroda BNP Paribas Large Cap Fund(G)-Direct Plan	1806.39	18.39	41.7	18.91
Canara Rob Bluechip Equity Fund(G)-Direct Plan	12185.22	15.67	34.14	18.37
DSP Top 100 Equity Fund(G)-Direct Plan	3504.9	15.28	36.41	14.23
Edelweiss Large Cap Fund(G)-Direct Plan	770.84	17.62	36.46	17.66
Franklin India Bluechip Fund(G)-Direct Plan	7602.07	13.08	32.35	14.09
Groww Largecap Fund(G)-Direct Plan	116.03	15.83	36.9	14.16
HDFC Top 100 Fund(G)-Direct Plan	31653.32	19.98	40.28	16.24
HSBC Large Cap Fund(G)-Direct Plan	1742.83	15.15	37.23	16.06
ICICI Pru Bluechip Fund(G)-Direct Plan	51554.28	20.23	42.41	18.24
IDBI India Top 100 Equity Fund(G)-Direct Plan	654.87	23.3	16.73	14
ITI Large Cap Fund(G)-Direct Plan	250.49	15.65	41.92
Invesco India Largecap Fund(G)-Direct Plan	983.38	18.18	40.67	16.62
JM Large Cap Fund(G)-Direct Plan	99.5	19.61	44.58	17.31
Kotak Bluechip Fund(G)-Direct Plan	7679.25	16.35	34.02	17.25
LIC MF Large Cap Fund(G)-Direct Plan	1377.03	13.1	28.36	14.42
Mahindra Manulife Large Cap Fund(G)-Direct Plan	379.66	16.63	36.41	16.9
Mirae Asset Large Cap Fund(G)-Direct Plan	37676.43	13.7	27.45	14.67
Nippon India Large Cap Fund(G)-Direct Plan	22766.78	23.14	44.39	17.9
PGIM India Large Cap Fund(G)-Direct Plan	545.16	13.28	28.11	14.5
Quant Large Cap Fund(G)-Direct Plan	636.95		55.78
SBI BlueChip Fund(G)-Direct Plan	43355.25	14.5	28.56	15.87
Sundaram Large Cap Fund(G)-Direct Plan	3369.65	17.02	34.8
Tata Large Cap Fund(G)-Direct Plan	1967.56	16.9	35.72	16.12
Taurus Large Cap Fund(G)-Direct Plan	43.82	16.07	42.77	13.72
UTI Large Cap Fund(G)-Direct Plan	12146.68	14.3	30.51	15.37
Union Largecap Fund(G)-Direct Plan	304.1	15.77	36	15.53
WOC Large Cap Fund(G)-Direct Plan	410.04		39.38

These are equity funds which offer high returns but are more risky. Mid funds primarily invest in a diversified portfolio of stocks and equity related securities of mid cap stocks. Due to their exposure in high beta stocks, they are positioned on a high risk return trade-off plane compared to a large cap fund.

Fund Name	1 Year	3 Year	5 Year	AUM (Rs. In Crore)
Aditya Birla SL Midcap Fund(G)-Direct Plan	42.08	21.11	17.49	4981.57
Axis Midcap Fund(G)-Direct Plan	38.99	17.93	21.02	25264.05
Baroda BNP Paribas Mid Cap Fund(G)-Direct Plan	45.84	22.05	23.11	1790.98
DSP Midcap Fund(G)-Direct Plan	40.78	14.95	17.28	16312.25
Edelweiss Mid Cap Fund(G)-Direct Plan	49.55	24.88	24.98	5066.57
Franklin India Prima Fund(G)-Direct Plan	45.47	18.91	18.12	10180.93
HDFC Mid-Cap Opportunities Fund(G)-Direct Plan	54.48	27.81	23.59	60186.52
ICICI Pru Midcap Fund(G)-Direct Plan	47.86	22.56	20.69	5484.38
LIC MF Midcap Fund(G)-Direct Plan	46.18	16.99	16.62	242.57
Invesco India Midcap Fund(G)-Direct Plan	46.81	22.08	22.05	4239.54
ITI Mid Cap Fund(G)-Direct Plan	60.33	22.91		716.25
Kotak Emerging Equity Fund(G)-Direct Plan	36.58	21.71	22.75	39738.35
HSBC Midcap Fund(G)-Direct Plan	50.92	21.32	19.37	9724.77
Mahindra Manulife Mid Cap Fund(G)-Direct Plan	55.69	27.04	25.46	2152.78
Mirae Asset Midcap Fund(G)-Direct Plan	45.11	22.75		14536.22
Motilal Oswal Midcap Fund(G)-Direct Plan	54.28	32.88	26.56	8481.46
Nippon India Growth Fund(G)-Direct Plan	52.49	26.29	24.28	24480.78
PGIM India Midcap Opp Fund(G)-Direct Plan	27.62	20.27	25.82	9977.12
Quant Mid Cap Fund(G)-Direct Plan	62.23	36.87	31.46	5421.74
SBI Magnum Midcap Fund(G)-Direct Plan	36.61	22.5	22.51	16458.73
Sundaram Mid Cap Fund(G)-Direct Plan	51.55	22.96	19.02	10262.08
Tata Mid Cap Growth Fund(G)-Direct Plan	48.52	22.36	21.93	3292.91
Taurus Mid Cap Fund(G)-Direct Plan	48.02	20.63	20.67	117.39
Union Midcap Fund(G)-Direct Plan	43.7	22.29		1048.58
Bandhan Midcap Fund(G)-Direct Plan	44.41			1072.96
Canara Rob Mid Cap Fund(G)-Direct Plan	42.39			2044.39
JM Midcap Fund(G)-Direct Plan	53.24			809.54
WOC Mid Cap Fund(G)-Direct Plan	54.36			1625.71
UTI Mid Cap Fund(G)-Direct Plan	39.15	19.5	20.64	10047.07

Small-cap mutual funds invest primarily in companies with a market capitalization of less than Rs. 5,000 crores, which are beyond the top 250 companies by market cap in India. These funds offer the potential for high returns but come with significant volatility and risk, making them suitable for aggressive investors with a long-term investment horizon of at least 3-4 years. While small-cap funds can outperform large or mid-cap funds, they are more susceptible to short- to medium-term losses.

Fund Name	1 Year (%)	3 Year (%)	5 Year (%)	AUM (Rs. In Crore)
Aditya Birla SL Small Cap Fund(G)-Direct Plan	41.16	18.07	15.76	5381.88
Axis Small Cap Fund(G)-Direct Plan	37.66	25.69	26.78	19606.42
Bank of India Small Cap Fund(G)-Direct Plan	45.86	27.69	30.46	919.56
Canara Rob Small Cap Fund(G)-Direct Plan	36.31	28.26	26.75	9594.98
DSP Small Cap Fund(G)-Direct Plan	40.52	25.03	23.69	13709.97
Edelweiss Small Cap Fund(G)-Direct Plan	45.09	26.8	28.06	3147.36
Franklin India Smaller Cos Fund(G)-Direct Plan	50.45	28.67	22.5	11822.68
HDFC Small Cap Fund(G)-Direct Plan	45.18	30.17	22.35	28598.92
ICICI Pru Smallcap Fund(G)-Direct Plan	40.67	27.12	26.14	7415.35
LIC MF Small Cap Fund(G)-Direct Plan	36.04	25.29	21.43	212.14
Bandhan Small Cap Fund(G)-Direct Plan	64.57	28.23		4389.28
Invesco India Smallcap Fund(G)-Direct Plan	49.34	27.13	25.91	3705.37
ITI Small Cap Fund(G)-Direct Plan	59.82	22.53		1771.8
Kotak Small Cap Fund(G)-Direct Plan	34.41	22.27	25.97	14196.39
HSBC Small Cap Fund(G)-Direct Plan	43.31	31.06	23.32	13746.58
Mahindra Manulife Small Cap Fund(G)-Direct Plan	61.02			3526.63
Nippon India Small Cap Fund(G)-Direct Plan	51.04	32.51	28.81	46044.13
PGIM India Small Cap Fund(G)-Direct Plan	27.09			1437.88
Quant Small Cap Fund(G)-direct Plan	62.24	41.52	35.68	17193.09
SBI Small Cap Fund(G)-Direct Plan	33.34	22.42	24.26	25524.56
Sundaram Small Cap Fund(G)-Direct Plan	47.47	26.27	21.47	3055.59
Tata Small Cap Fund(G)-Direct Plan	37.01	28.68	26.73	6289.22
Union Small Cap Fund(G)-Direct Plan	41.42	24.01	24.06	1327.85
UTI Small Cap Fund(G)-Direct Plan	35.11	23.24		3652.79