Funds at-a-Glance

A quick snapshot to help you invest with clarity and confidence

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Funds at a Glance – Snapshot of Key Investment Funds

Funds at a Glance gives you a quick overview of key investment options, helping you compare fund categories, risk levels, and suitability with ease. Make informed decisions without diving into complex details.

Key Metrics to Consider

Understanding the key metrics of a fund helps you evaluate its potential performance, risk level, and suitability for your financial goals. These indicators provide clarity and allow you to compare funds effectively before investing.

Expected Return

Indicates the potential growth of your investment based on historical performance and market trends.

Risk Level

Shows the degree of market volatility associated with the fund—Low, Moderate, or High.

Expense Ratio

The annual fee charged for managing the fund, which directly impacts your net returns.

Minimum Investment

The lowest amount required to start investing through SIP or lump sum.

SIP Availability Highlight

Systematic Investment Plans (SIPs) make investing simple, disciplined, and accessible for everyone. The funds listed here support SIP investments, allowing you to invest small amounts regularly while reducing the impact of market volatility.

Why SIP Matters

Who Should Invest in These Funds

These funds are designed to suit a wide range of investors based on different financial goals, risk profiles, and investment horizons. If you fall into any of the categories below, these investment options may be right for you.