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AnvithBizCap

Uniting Paths to Financial Prosperity

Investment Product

Mutual Funds β€” Much More Than Equity

Most people think mutual funds are risky equity products. The truth? Mutual funds offer everything from ultra-safe overnight debt funds to high-growth equity options β€” there's a fund for every goal and risk appetite.

Investor Awareness: Mutual funds are not only equity products. Debt mutual funds invest in government securities, corporate bonds, and money market instruments. Liquid funds can earn better returns than savings accounts, and are equally accessible. Understanding the full spectrum helps you choose wisely.

Fund Categories

Types of Mutual Funds We Offer

From capital preservation to aggressive wealth creation β€” find the category that matches your goal.

Equity Mutual Funds

Invest in stocks for long-term wealth creation. Best for 5+ year horizon.

Risk LevelHigh
Historical Returns12–18% (historical)
Ideal Horizon5+ years
Large CapMid CapSmall CapFlexi CapELSS

Debt Mutual Funds

Invest in bonds and fixed-income securities. Safer and more rewarding than FDs in many cases.

Risk LevelLow to Medium
Historical Returns6–9% (historical)
Ideal Horizon1 day – 3 years
Liquid FundsShort DurationCorporate BondGilt Funds

Hybrid Funds

A balanced mix of equity and debt β€” the best of both worlds.

Risk LevelMedium
Historical Returns9–13% (historical)
Ideal Horizon3–5 years
Aggressive HybridConservative HybridBalanced AdvantageArbitrage

Liquid Funds

Park your emergency corpus or short-term surplus here instead of a savings account.

Risk LevelVery Low
Historical Returns5–7% (historical)
Ideal Horizon1 day – 90 days
Overnight FundsLiquid FundsUltra Short Duration

ELSS (Tax Saving)

Save up to β‚Ή1.5 lakh tax under Section 80C while building equity wealth. 3-year lock-in.

Risk LevelHigh
Historical Returns12–18% (historical)
Ideal Horizon3+ years
ELSS / Tax Saver Funds

Index Funds & ETFs

Low-cost funds that mirror market indices like Nifty 50, Sensex, and more.

Risk LevelMedium to High
Historical Returns10–14% (historical)
Ideal Horizon5+ years
Nifty 50 IndexSensex IndexNifty Next 50
Investment Modes

How to Invest in Mutual Funds

SIP

Systematic Investment Plan

Invest a fixed amount every month. Builds discipline and leverages rupee cost averaging.

STP

Systematic Transfer Plan

Automatically move money from one fund to another β€” ideal for deploying lumpsum gradually.

SWP

Systematic Withdrawal Plan

Generate a regular income stream from your mutual fund corpus β€” ideal for retirees.

Lumpsum

One-time Investment

Invest a large sum at once when valuations are attractive.

Goal-Based Planning

Match Your Investment to Your Life Goals

Child's Education
10–15 years Β· Equity + Hybrid Funds
Retirement Corpus
20–30 years Β· Equity Funds + SIP
Marriage Planning
5–10 years Β· Hybrid / Balanced Funds
Emergency Fund
Immediate Β· Liquid / Overnight Funds
Tax Saving (80C)
3+ years Β· ELSS Funds
Wealth Creation
7–10 years Β· Multi-Cap / Flexi-Cap

Start Your SIP Today

Even β‚Ή500/month can create significant wealth over time. Let us help you find the right fund for your goals.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully.