Investor Point At A Glance
₹350 crore+
Assets under Management as of 31st October 2025
7500+
Happy Investors
500+
Families
Trusted
Since 1990
1.80 crore+
Active SIP Book
Systematic ways of investing your money in mutual funds
Systematic Investment Plan (SIP)
SIP allows investors to invest a fixed amount in the mutual fund scheme at regular intervals. SIP encourages disciplined investing without worrying about market volatility & timing the market.
Systematic Transfer Plan
(STP)
STP is a way of transferring money from one mutual fund scheme to another scheme of same fund house at predefined intervals. STP is done when you have LUMPSUM amount to invest but do not wish to invest all amount in one go. Typically, STP is done from debt or liquid mutual fund to equity fund.
Systematic Withdrawal Plan (SWP)
SWP allows investors withdraw a fixed amount from mutual fund scheme at regular intervals. SWP is complete opposite of SIP as SIP is an Investment plan, SWP is a withdrawal plan.
The Mutual Fund Advantage
Professional Management
Mutual Funds are managed by professional fund managers and have qualified team of experts for research. As there work is to do research and based on that they do investing, Mutual Fund managers have edge over individual investors.
Well Regulated
Mutual Funds are governed by Securities and Exchange Board of India (SEBI) and they are obliged to adhere to strict regulations formulated to safeguard investors.
Transparency
Mutual Funds are required to disclose their portfolio, performance, expense ratio etc that allows investors to make an informed decision while investing.
Liquidity
Mutual Funds are managed by professional fund managers and have qualified team of experts for research. As there work is to do research and based on that they do investing, Mutual Fund managers have edge over individual investors.
Risk Diversification
Risk Diversification is most prominent advantage of Mutual Fund investing. Mutual Funds invest across asset class which include Equity, Debt & Gold. These simply means investors won’t have all eggs in one basket. With diversification risk associated with one class asset class is countered by the others.
Small Amounts
Investors can start SIP in Mutual Funds with ₹100. These means anyone can invest in mutual funds and start his/her wealth creation journey.
Low Cost
Mutual Funds are managed by professional fund managers and have qualified team of experts for research. As there work is to do research and based on that they do investing, Mutual Fund managers have edge over individual investors.
Tax Benefits
Investment in tax savings mutual funds or Equity Linked Savings Scheme up to ₹150,000 qualifies for tax benefit under section 80C of income tax act 1961. Further Mutual Fund Investments when held for more than one year are tax efficient.
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