Investment Planning - Build Wealth for Your Goals
Start your investment journey with goal-based planning, systematic investments, and expert guidance to create long-term wealth.
COMPARISON
Comparison Table
Fund Name | Fund House | Category | 1Y Return |
|---|---|---|---|
Axis Bluechip Fund | Axis Mutual Fund | Large Cap | 28.4% |
Mirae Asset Large Cap | Mirae Asset | Large Cap | 26.8% |
Parag Parikh Flexi Cap | PPFAS | Flexi Cap | 31.2% |
HDFC Mid-Cap Opportunities | HDFC | Mid Cap | 42.6% |
SBI Small Cap Fund | SBI | Small Cap | 54.2% |
ICICI Pru Bluechip | ICICI Prudential | Large Cap | 25.9% |
Axis Long Term Equity | Axis Mutual Fund | ELSS | 29.8% |
UTI Nifty Index | UTI | Index | 24.6% |
Note: Returns are annualized and past performance doesn't guarantee future returns. All returns are before tax implications.
CRITERIA
Eligibility Criteria
Investment Eligibility
Age: Minimum 18 years (minor investments allowed through guardian)
Minimum investment: ₹500 per month for SIP, ₹1,000-5,000 for lumpsum
PAN card mandatory for all investments above ₹50,000 annually
Valid bank account in same name as investor required
KYC compliance mandatory as per SEBI regulations
Investor Eligibility
Should be Indian resident or NRI with valid documentation
Income proof required for investments above ₹2 lakhs annually
Valid Aadhaar card for KYC verification
Clean financial background with no major defaults or fraud cases
Bank account should have satisfactory transaction history
Tax compliance: Valid ITR filing for high-value investments
FAQ
