Choose a Mutual Fund Investment That Gives You Maximum Returns

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Foreign national and Hindu undivided family (HUF) customers, who are above eighteen years

Document Required

• ID Proof:-    Driving License, Passport, Voter's ID, Aadhaar Card
• Address Proof:-    Passport, Driving License, Voter's ID, Aadhaar Cards, Utility Bill, Financial institution Statement
• Signature Proof:-     PAN Cards, Driving License, Passport
• Latest Passport Size Photographs

Features of Mutual Fund

• Get beneficial for long-term capital growth.
• No entry load is included in the subscription.
• Good return of about 14.67% at the end of 5th year.
• Stable investment in large company’s stocks.

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Should have a Demat account.
• 18+ years old.

Document Required

• Identity proof. PAN card is mandatory
• Address proof
• Signature on white paper
• Bank proof 
• Photograph

Features of Mutual Fund

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Should have a Demat account.
• 18+ years old.

Document Required

• Identity proof. PAN card is mandatory
• Address proof
• Signature on white paper
• Bank proof 
• Photograph

Features of Mutual Fund

• Min. investment

  ₹5,000.00

• AUM

  ₹34,181.90 Cr.

• Exit load-1%

• Expense ratio-0.47%

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Should have a Demat account.
• 18+ years old.

Document Required

• Identity proof. PAN card is mandatory
• Address proof
• Signature on white paper
• Bank proof 
• Photograph

Features of Mutual Fund

• No of Stocks : 83
• Large Cap Investments : 20.42%
• Mid Cap Investments : 25.03% 
• Small Cap Investments : 13.61% 
• Other : 34.99%

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Foreign national and Hindu undivided family (HUF) customers, who are above eighteen years

Document Required

• ID Proof:-    Driving License, Passport, Voter's ID, Aadhaar Card
• Address Proof:-    Passport, Driving License, Voter's ID, Aadhaar Cards, Utility Bill, Financial institution Statement
• Signature Proof:-     PAN Cards, Driving License, Passport

Features of Mutual Fund

• Axis Midcap Direct Plan-Growth could be an Equity investment trust theme from Axis investment trust.
• This theme was launched on 01 January 2013 and is presently managed by its fund manager Shreyash Devalkar. it's Associate in the Nursing terrorist organization of ₹16,754.33 Crores and also the latest NAV declared is ₹72.640 as of 23 February 2022 at 12:16 pm.
• Axis Midcap Direct Plan-Growth theme come back performance in last one year is 23.83%, in last three years is 97.88% and 427.52% since theme launch. The min. SIP quantity to take a position during this theme is ₹500.

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Should have a Demat account.
• 18+ years old.

Document Required

• Identity proof. PAN card is mandatory
• Address proof
• Signature on white paper
• Bank proof 
• Photograph

Features of Mutual Fund

• No of Stocks: 43 (Category Avg - 49.06)
• Large Cap Investments: 75.61%
• Mid Cap Investments: 7.04% 
• Small Cap Investments : 0% 
• Other: 12.55%

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Foreign national and Hindu undivided family (HUF) customers, who are above eighteen years

Document Required

• ID Proof:-    Driving License, Passport, Voter's ID, Aadhaar Card
• Address Proof:-    Passport, Driving License, Voter's ID, Aadhaar Cards, Utility Bill, Financial institution Statement
• Signature Proof:-     PAN Cards, Driving License, Passport

Features of Mutual Fund

• Get largely focused on large and Mid-cap stocks.
• Fixed income delivered over a long time period.
• Good return of about 16.43% at the end of 5th year.
• Stable investment in large & medium company’s stock.

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Should have a Demat account.
• 18+ years old.

Document Required

• Identity proof. PAN card is mandatory
• Address proof
• Signature on white paper
• Bank proof 
• Photograph

Features of Mutual Fund

• No of Stocks: 179 
• Large Cap Investments: 38.01%
• Mid Cap Investments: 21.16%  
• Small Cap Investments: 6.26% 
• Other: 5.63%

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Foreign national and Hindu undivided family (HUF) customers, who are above eighteen years

Document Required

• ID Proof:-    Driving License, Passport, Voter's ID, Aadhaar Card
• Address Proof:-    Passport, Driving License, Voter's ID, Aadhaar Cards, Utility Bill, Financial institution Statement
• Signature Proof:-     PAN Cards, Driving License, Passport

Features of Mutual Fund

• This theme was launched on 01 Jan 2013 and is presently managed by its fund manager Krishan Kumar Daga. it's Associate in the Nursing terrorist organization of ₹1,277.59 Crores and also the latest NAV declared is ₹16.320 as of 23 February 2022 at 12:33 pm.
• HDFC Gold Direct Plan-Growth theme come performance in last one year is vi.78%, in last three years is forty seven.05% and 47.58% since theme launch. The min. SIP quantity to speculate during this theme is ₹500.

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Should have a Demat account.
• 18+ years old.

Document Required

• Identity proof. PAN card is mandatory
• Address proof
• Signature on white paper
• Bank proof 
• Photograph

Features of Mutual Fund

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Foreign national and Hindu undivided family (HUF) customers, who are above eighteen years

Document Required

• ID Proof:-    Driving License, Passport, Voter's ID, Aadhaar Card
• Address Proof:-    Passport, Driving License, Voter's ID, Aadhaar Cards, Utility Bill, Financial institution Statement
• Signature Proof:-     PAN Cards, Driving License, Passport

Features of Mutual Fund

• Get big returns of 12.73% at the end of 5 years.
• Benefit of systematic investment 5 plan (SIP) facility.
• Additional National Automated Cleaning House Option for SIP.
• Provide long-term wealth creation solutions.

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Foreign national and Hindu undivided family (HUF) customers, who are above eighteen years

Document Required

• ID Proof:-    Driving License, Passport, Voter's ID, Aadhaar Card
• Address Proof:-    Passport, Driving License, Voter's ID, Aadhaar Cards, Utility Bill, Financial institution Statement
• Signature Proof:-     PAN Cards, Driving License, Passport
• Latest Passport Size Photographs

Features of Mutual Fund

• Equity Holding: 90.76% 
• F&O Holdings: 0.00%
• Foreign Equity Holdings: 4.22%
• Total: 94.98%

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Should have a Demat account.
• 18+ years old.

Document Required

• Identity proof. PAN card is mandatory
• Address proof
• Signature on white paper
• Bank proof 
• Photograph

Features of Mutual Fund

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Should have a Demat account.
• 18+ years old.

Document Required

• Identity proof. PAN card is mandatory
• Address proof
• Signature on white paper
• Bank proof 
• Photograph

Features of Mutual Fund

Portfolio Turnover Ratio: 35.00%
Category average turnover ratio is 168.69% 

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Should have a Demat account.
• 18+ years old.

Document Required

• Identity proof. PAN card is mandatory
• Address proof
• Signature on white paper
• Bank proof 
• Photograph

Features of Mutual Fund

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Foreign national and Hindu undivided family (HUF) customers, who are above eighteen years

Document Required

• ID Proof:-    Driving License, Passport, Voter's ID, Aadhaar Card
• Address Proof:-    Passport, Driving License, Voter's ID, Aadhaar Cards, Utility Bill, Financial institution Statement
• Signature Proof:-     PAN Cards, Driving License, Passport

Features of Mutual Fund

• The investment objective of Kotak Smallcap is to generate capital appreciation from a diversified portfolio of equity & equity-related securities.
• The scheme predominantly invests in companies in the small-cap market capitalization segment across sectors.
• The essence is to 'spot them young and watch them grow.
• The scheme is well-positioned to provide the benefit of potential growth offered by smallcap stocks.

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Foreign national and Hindu undivided family (HUF) customers, who are above eighteen years

Document Required

• ID Proof:-    Driving License, Passport, Voter's ID, Aadhaar Card
• Address Proof:-    Passport, Driving License, Voter's ID, Aadhaar Cards, Utility Bill, Financial institution Statement
• Signature Proof:-     PAN Cards, Driving License, Passport

Features of Mutual Fund

• An individual will place his/her stakes on LIC mutual funds because it is Asian nation’s most revered and most important property right company in India.
• The entity is well-experienced within the mutual funds’ platform, by that the investors get the most effective of their investments.
• For the convenience of the investors, it's an enormous network of registered branches within the country.

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Should have a Demat account.
• 18+ years old.

Document Required

• Identity proof. PAN card is mandatory
• Address proof
• Signature on white paper
• Bank proof 
• Photograph

Features of Mutual Fund

• No of Stocks: 66  
• Large Cap Investments: 30.58%
• Mid Cap Investments: 33.52% 
• Small Cap Investments: 20.47% 
• Other: 11.26%

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Should have a Demat account.
• 18+ years old.

Document Required

• Identity proof. PAN card is mandatory
• Address proof
• Signature on white paper
• Bank proof 
• Photograph

Features of Mutual Fund

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Should have a Demat account.
• 18+ years old.

Document Required

• Identity proof. PAN card is mandatory
• Address proof
• Signature on white paper
• Bank proof 
• Photograph

Features of Mutual Fund

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Foreign national and Hindu undivided family (HUF) customers, who are above eighteen years

Document Required

• ID Proof:-    Driving License, Passport, Voter's ID, Aadhaar Card
• Address Proof:-    Passport, Driving License, Voter's ID, Aadhaar Cards, Utility Bill, Financial institution Statement
• Signature Proof:-     PAN Cards, Driving License, Passport

Features of Mutual Fund

• Disciplined investment approach.
• Invest via Lumpsum and SIP mode.
• Low group action value.
• Diversification of portfolio.
• Liquidity and Tax edges.
• Reduced risk of finance.

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Foreign national and Hindu undivided family (HUF) customers, who are above eighteen years

Document Required

• ID Proof:-    Driving License, Passport, Voter's ID, Aadhaar Card
• Address Proof:-    Passport, Driving License, Voter's ID, Aadhaar Cards, Utility Bill, Financial institution Statement
• Signature Proof:-     PAN Cards, Driving License, Passport
• Latest Passport Size Photographs

Features of Mutual Fund

• No of Stocks: 34 (Category Avg - 37.17) 
• Large Cap Investments : 48.91%
• Mid Cap Investments: 17.69%
• Small-Cap Investments: 29.28%
• Other: 3.93%

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Should have a Demat account.
• 18+ years old.

Document Required

• Identity proof. PAN card is mandatory
• Address proof
• Signature on white paper
• Bank proof 
• Photograph

Features of Mutual Fund

• No of Stocks : 35 (Category Avg - 64.48) 
• Large Cap Investments : 51.99%
• Mid Cap Investments : 28.29% 
• Small Cap Investments : 7.05% 
• Other : 12.11%

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Foreign national and Hindu undivided family (HUF) customers, who are above eighteen years

Document Required

• ID Proof:-    Driving License, Passport, Voter's ID, Aadhaar Card
• Address Proof:-    Passport, Driving License, Voter's ID, Aadhaar Cards, Utility Bill, Financial institution Statement
• Signature Proof:-     PAN Cards, Driving License, Passport
• Latest Passport Size Photographs

Features of Mutual Fund

• No of Stocks : 60 (Category Avg - 69.18) 
• Large Cap Investments : 13.78%
• Mid Cap Investments : 7.18% 
• Small Cap Investments : 65.01% 
• Other : 12.83%

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Foreign national and Hindu undivided family (HUF) customers, who are above eighteen years

Document Required

• ID Proof:-    Driving License, Passport, Voter's ID, Aadhaar Card
• Address Proof:-    Passport, Driving License, Voter's ID, Aadhaar Cards, Utility Bill, Financial institution Statement
• Signature Proof:-     PAN Cards, Driving License, Passport
• Latest Passport Size Photographs

Features of Mutual Fund

• No of Stocks : 53 (Category Avg - 49.05) 
• Large Cap Investments : 51.47%
• Mid Cap Investments : 21.3% 
• Small Cap Investments : 15.92% 
• Other : 11.27%

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Should have a Demat account.
• 18+ years old.

Document Required

• Identity proof. PAN card is mandatory
• Address proof
• Signature on white paper
• Bank proof 
• Photograph

Features of Mutual Fund

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Should have a Demat account.
• 18+ years old.

Document Required

• Identity proof. PAN card is mandatory
• Address proof
• Signature on white paper
• Bank proof 
• Photograph

Features of Mutual Fund

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Foreign national and Hindu undivided family (HUF) customers, who are above eighteen years

Document Required

• ID Proof:-    Driving License, Passport, Voter's ID, Aadhaar Card
• Address Proof:-    Passport, Driving License, Voter's ID, Aadhaar Cards, Utility Bill, Financial institution Statement
• Signature Proof:-     PAN Cards, Driving License, Passport

Features of Mutual Fund

• Fund House    SBI Mutual Fund
• Launch Date    01-Jan-2013
• Return Since Launch    15.59%
• Benchmark    S&P BSE Teck Total Return Index
• Riskometer    Very High

Eligibility

• Citizen Individuals above eighteen years (sole or joint)
• A financial saving is available for Resident Individual (sole or joint account)
• Should have a Demat account.
• 18+ years old.

Document Required

• Identity proof. PAN card is mandatory
• Address proof
• Signature on white paper
• Bank proof 
• Photograph

Features of Mutual Fund

• No of Stocks: 143 
• Large Cap Investments: 40.24%
• Mid Cap Investments: 17.7% 
• Small Cap Investments: 3.06% 
• Other: 4.67%