Mutual Fund
Mutual Fund
Comprehensive Mutual Fund Solutions
From SIPs to Smart Combos, we offer a complete range of mutual fund products tailored to your financial goals
SIP
Systematic Investment Plans for disciplined wealth creation
Equity Funds
Growth-oriented investments in equity markets
Debt Funds
Stable returns with lower risk investments
Hybrid Funds
Balanced mix of equity and debt
Tax Saving ELSS
Tax benefits under Section 80C
Liquid Funds
High liquidity with better returns than savings
Smart Combos
Goal-based diversified portfolios
Overnight Funds
Ultra-short term parking of funds
Systematic Investment Plan (SIP)
Start your investment journey with as low as ₹1,000 per month
Benefits of SIP
Rupee Cost Averaging
Helps in averaging out the cost of purchase by buying more units in a declining market and less when markets are rising
Disciplined Investing
SIPs instil discipline with regular and systematic investing which makes financial goals achievable
No Market Timing Needed
In a volatile market where nobody is able to catch the top & bottom, regular investing through SIP eliminates the need to time the market
Affordable Investing
SIPs make investing affordable as SIPs start at as low as Rs 1000 a month
Complete Flexibility
Change the SIP amount & tenure whenever you want. Stop, pause, or increase your SIPs automatically each passing year
SIP Do's
- Give enough time for your money to grow
- Have a long term investment time horizon while investing in SIP
- Align your SIP investments with your financial goals
- Use Step up SIP feature to automatically increase your contributions
- Periodically check the progress made by your SIP investment
SIP Don'ts
- Don't stop your SIPs when markets are falling, instead make additional purchase
- Don't try to time the markets by stopping SIP temporarily, instead use the pause feature
- Don't switch to another fund just because of short term underperformance
Tax Saving Fund (ELSS)
Equity Linked Savings Scheme with tax benefits under Section 80C
Higher Returns
Potential to deliver higher tax adjusted returns as market linked
3 Year Lock-in
Shortest lock-in period among all Section 80C investment options
Fund Stability
Fund manager can invest long-term without redemption pressure
Rupee Cost Averaging
Investment through SIP route helps average out purchase cost
ELSS vs Other Tax Saving Products
| Particulars | PPF | NSC | Tax Saving FDs | ELSS |
|---|---|---|---|---|
| Lock-In Period | 15 Years | 5 Years | 5 Years | 3 Years |
| Returns | 7.10% | 6.80% | 5.40% | Market Linked - Higher Potential |
| Taxation | Tax Free | As per slab | As per slab | 10% on LTCG > ₹1 Lac |
Liquid Funds
High liquidity debt funds for short-term parking of surplus funds
A Liquid Mutual Fund is a debt fund which invests in fixed-income instruments like commercial paper, government securities, treasury bills, etc. with a maturity of up to 91 days. Thus these funds carry the lowest risk in the debt funds category.
Benefits of Investing in Liquid Funds
Higher Returns
Under normal market conditions, liquid funds deliver 6–7% returns, compared to 4% from savings accounts
Tax Efficient
More tax efficient than Savings Bank Account for surplus fund parking
Easy Investing
Simple investment process with just a few clicks through TPOprofile Finvest platform
Total Control
Complete control over your money with instant redemption facility
Smart Combos
Goal-based diversified portfolios tailored to your life milestones
Asset Allocation Combos
High Equity
Suitable for high risk appetite investors
70% Equity
Balanced portfolio for moderate risk appetite
30% Equity
Capital preservation for low risk appetite
Dynamic Asset Allocation Benefits
- Tailor-made & researched mutual fund portfolios
- Valuation based model for asset allocation decisions
- Well-diversified portfolios to minimize risk
- Annual rebalancing based on calendar year (December)
SIP Combos for Your Life Goals
We all have dreams & there will never be a perfect time to pursue our dreams unless we act on it. Setting goals is the first step in turning the invisible into the visible. A goal broken down into steps becomes a plan. A plan backed by action makes our dreams come true.
Retirement Planning
Spend a quality retired life with systematic retirement planning combos
Child Education
Prepare for future education needs as costs rise each year
Child Marriage
Plan the perfect wedding with rising living standards in mind
Dream House
Turn your dream of buying a beautiful home into reality
Dream Vacation
Explore your dream vacation with safe and stable returns
Dream Car
Reach your destination in your dream car through smart investing
What We Offer
Making your investing experience hassle-free
Planning
Risk Profiling, Financial Calculator, Goal Planning, Asset Allocation Combos
Transaction
Purchase, SIP, STP, Switch, SWP, Redemption
Reports
Portfolio Valuation, Capital Gain/Loss, Dividend Income, Transaction Reports
Manage Account
Account Details, Add Client, Joint Holder, Mandate, Family Portfolio
Scheme Research
Fund Analysis, Peer Comparison, SIP Return, Rolling Returns
Industry Research
FII/MFs Trends, AUM Analysis, Sector Allocation Analysis