AUM in Cr 33.76

NAV 33.67

Benchmark 8.9

Best Mutual Funds for Wealth Creation

Wealth is essential for fulfilling one’s dream and responsibilities, to provide secure future to the family and to live an enriching life. Create wealth in a systematic way by investing in the Best Mutual Funds in India and reach your goals with peace of mind.

Model Solution for Wealth Creation
Preferred Plans for duration for risk profile

Row Product Name
1 Yr (%)
Perfornamce
3 Yr (%)

5 Yr (%)
Fund Value of ₹ 10,000
Invested Per Month (5 Years)

SBI MAGNUM MULTI CAP FUND - GROWTH

Equity - FLEXI CAP

Benchmark Return

-2.69

-0.28

12.65

12.16

19.24

13.72
954852 /-

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CANARA ROBECO EMERGING EQUITIES - GROWTH

Equity - FLEXI CAP

Benchmark Return

-4.49

3.38

13.63

13.93

27.51

14.98
1158767 /-

Start Investing

FRANKLIN INDIA INCOME OPPORTUNITIES FUND - GROWTH

Debt - SHORT TERM INCOME

Benchmark Return

7.20

5.92

8.19

7.42

9.11

8.28
749319 /-

Start Investing

PRINCIPAL HYBRID EQUITY FUND - GROWTH

Equity - BALANCED

Benchmark Return

0.47

4.09

14.85

11.92

16.16

13.18
887518 /-

Start Investing

MIRAE ASSET HYBRID - EQUITY FUND - REGULAR - GROWTH

Equity - BALANCED

Benchmark Return

2.97

4.09

12.94

11.92

-

13.18
821756 /-

Start Investing

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tipTIP : The minimum invesment requirement to the fund is 1000/- per month only





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Suggested Assest Allocation

  • Debt-SHORT TERM INCOME (20%)
  • Equity-BALANCED (40%)
  • Equity-FLEXI CAP (40%)

Expected Portfolio Return

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In a dynamic world, regular monitoring of fund performance and progress of financial goals is critical for financial success. Track and manage your investments with ease through Investguru’s Advanced Online Portfolio Tracker.

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Progress Review and Action Plan

Get periodic portfolio review report and action plan from your dedicated Investguru Investment Advisor on personal basis. The alerts and notifications for asset re-balancing, financial goals completion, change in fund and more are provided online through the Investguru’s Advanced Online Portfolio Tracker.

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FAQs

How can mutual fund help me in creating wealth?

Mutual funds help you to invest across various asset classes like equity, debt and gold and aim to create wealth in the long run.

Disciplined investment in mutual funds may help you in becoming a crorepati. The amount required to create a one crore fund shall depend upon your time horizon, risk taking capacity and your mode of investment(monthly/yearly/lumpsum).

Rate of return on investments depends upon the type of investment chosen. In safer funds/investments, the historical returns have been 8-9% per annum while in growth investments, 12-15% returns can be expected over a period of 5 years and above.

Mutual fund investments are regulated by government through SEBI. Risk/safety in mutual funds depends upon the type of fund in which investments are made.

Your mode of investment shall depend upon availability of funds. However, for wealth creation, a combination of lumpsum and monthly investment is suggested.

When we invest a fixed amount on a predefined interval in a mutual fund scheme, it is called systematic investment plan (SIP). E.g. Investing 2000/- per month on 10th of every month.

To start a SIP investment, one cheque is required with application form which also includes ECS mandate form. As the ECS mandate gets registered with the bank, the fixed SIP amount starts getting deducted every month on the chosen date directly from bank account.

Yes, more amount can be added to existing investments anytime.

The money can be withdrawn in case there is an extreme emergency from funds which do not have a lock-in period, subject to exit load or taxes, if applicable.

SIP can be stopped anytime. A one month notice is to be given to mutual fund company.

You can withdraw your funds partially or fully anytime subject to exit load or taxes, if applicable.

Taxation on gains is dependent upon various factors and can be discussed individually with the financial advisor.

Rebate under section 80C is available for certain type of funds.

Aadhar and PAN card of the investor are mandatory. Investment can be made through investor’s bank account only.

In case of an unfortunate event, the investment is transferred on nominee’s name after completion of required documentation.

A qualified and experienced mutual fund advisor appointed by Investguru manages your portfolio and answers all your queries over your investment journey.

Investguru provides you an online portfolio tracker to view, analyse and manage your investments.

How does Investguru help me in my investments?

Investguru works as your personal financial advisor. It first understand your needs and suggests you well researched investments on the basis of your current investment profile and future financial needs(goals). It helps you in making these investments online or through physical forms and monitors them on periodical basis.

Investguru believes in reviewing every bit of money invested on regular intervals in order to keep up with the market. Your personal advisor will review your portfolio periodically and suggest you the changes for your portfolio, if needed.

Investguru provides a comprehensive online portal for you to plan and manage your investments better. Our online services helps you investment planning, analysis and updates, keeping track of portfolio progress and providing suggestive changes in your portfolio in line with your personal financial goals.

All investments are subject to market risk. However, our researchers make sure that your investments reap you the best possible returns. At any time, if the investment is not performing up to our expectations, we will review and revise your portfolio in order to continue to get the desired result.

InvestGuru does not charge any advisory fee from the clients. Investguru is directly remunerated by the fund houses and insurance companies.

InvestGuru works with you as your personal financial advisor. We recommends you to invest through us so that we provide the right advice in the beginning and can also keep track of your investments to support you throughout your investment period.

You can redeem your investments either online through your login id and password or by submitting physical forms. You may also let us know your requirement and we will help you to complete the documentation required for redemptions. After the redemption is made, you shall receive the money from the fund house/insurance company directly in your bank account, or through cheque(in some cases).

In that situation, your investments will still be safe and continue to perform as the your money is invested with SEBI registered mutual fund companies or IRDAI regulated insurance companies. The money is not invested or given to Investguru. InvestGuru works as your financial advisor only who maintains and manages your investments as per your goals.

No, investguru does not hold any right to buy or sell funds on your behalf. However, if you express your desire to make changes to your investments portfolio, Investguru will recommend the desired changes and will guide you through the process of making such changes. Any change is possible only with your approval, whether given electronically or through physical forms.

There is no extra risk of investing through Investguru other than the inherent market risks that comes with any investment.

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