Mutual Funds
SIP and lump-sum portfolios across equity, debt and hybrid funds — selected, monitored and rebalanced for your goals.
Overview
Mutual funds are the simplest way for most families to participate in market growth. We help you choose the right mix of equity, debt and hybrid schemes, set up SIPs that automate your investing, and use tax-saving ELSS where it fits your plan — all reviewed and rebalanced over time.
At a glance
- SIP & lump-sum planning
- Tax-saving ELSS
- Ongoing rebalancing
Key benefits
SIP & lump-sum strategies matched to your goals and risk profile
Tax-saving ELSS funds under Section 80C
Regular monitoring and disciplined rebalancing
Consolidated portfolio reporting
Everything you need to invest in mutual funds
HDFC Defence Fund
HDFC Mutual Fund
+22.0%
1-year return
Quant Multi Asset Allocation Fund
Quant Mutual Fund
+18.2%
1-year return
Quant BFSI Fund
Quant Mutual Fund
+15.5%
1-year return
HSBC Midcap Fund
HSBC Mutual Fund
NAV
₹453.31
1Y
+14.8%
3Y
+23.9%
5Y
+17.7%
Bank of India Manufacturing & Infrastr Fund
Bank of India Mutual Fund
NAV
₹66.34
1Y
+14.6%
3Y
+23.0%
5Y
+20.2%
Union Small Cap Fund
Union Mutual Fund
NAV
₹57.55
1Y
+14.4%
3Y
+17.4%
5Y
+15.8%
Regular-Plan Growth schemes over ₹300 cr, ranked live by 3-year annualised return within each category; returns, AUM and expense ratios are live, and NAVs come from AMFI (via mfapi.in). 3Y & 5Y are annualised (CAGR). Past performance is not indicative of future results — for information only, not a recommendation. Talk to AIFC before investing.
Book your Free Financial Review
Spend 30 minutes with Anuj Arorato understand where you stand and what your money could do for you. One click and your request reaches our team — we'll call you back within a working day.
- A clear picture of your current finances
- Goal-based recommendations you can act on
- Zero pressure — advice first, products later
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