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Safe: Secure : Long term wealth
A pool of money managed by professional fund managers, investing further into the financial instruments using benefit of economies of scale, backed by in-depth research of market trends and fundamentals.
Mutual funds are best suited for individual investors looking to grow their wealth in a sustainable manner and have a long term approach for the same. A mutual fund may only invest in equity or debt or a mixture of two- known as balanced funds. Mutual Funds have different products ranging across various investment horizons and different risk levels.
Mutual funds are ideal for investors who do not like to put all their eggs in one basket. Along with diversification, mutual funds offer the advantages of professional management of funds and low costs. These are added tax benefits of investing in MF. Investing through SIPs is one of the easiest investment options available.
Our fund managers balance investors portfolio on regular intervals in the best suitable funds across the financial markets. We update customers about their returns, risk profile and balance their portfolio accordingly.
We are empanelled with most of the top mutual fund companies which enables our customers to invest and receive instant customer support.
MUTUAL FUNDS – 2023 | 1yr | 3yr | 5yr | since inception |
LARGE CAP |
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ICICI Pru Bluechip Fund(G) | 9.08 | 17.8 | 23.33 | 12.93 |
Nippon India Large Cap Fund(G) | 21.18 | 28.26 | 13.72 | 12.39 |
Edelweiss Large Cap Fund-Reg(G) | 15.62 | 20.71 | 11.74 | 13.80 |
Aditya Birla SL Frontline Equity Fund(G) | 13.46 | 21.87 | 11.62 | 19.06 |
Kotak Bluechip Fund(G) | 12.62 | 20.95 | 12.66 | 18.91 |
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MID CAP |
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HDFC Mid-Cap Opportunities Fund(G) | 31.99 | 34.03 | 18.05 | 17.20 |
ICICI Pru Midcap Fund(G) | 17.38 | 28.30 | 14.96 | 17.07 |
Motilal Oswal Midcap Fund-Reg(G) | 28.56 | 37.87 | 19.35 | 21.58 |
Sundaram Mid Cap Fund-Reg(G) | 20.80 | 28.21 | 13.10 | 23.79 |
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SMALL CAP |
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HDFC Small Cap Fund-Reg(G) | 38.32 | 40.88 | 18.39 | 16.48 |
Quant Small Cap Fund(G) | 37.94 | 48.83 | 29.24 | 11.94 |
ICICI Pru Smallcap Fund(G) | 27.37 | 39.74 | 21.64 | 12.90 |
Edelweiss Small Cap Fund-Reg(G) | 26.80 | 38.72 | 29.27 |
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MULTI ASSET FUND |
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ICICI Pru Multi-Asset Fund(G) | 21.62 | 26.77 | 15.92 | 21.14 |
Tata Multi Asset Opp Fund-Reg(G) | 13.65 | 18.32 | 18.20 |
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MULTI CAP |
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ICICI Pru Multicap Fund(G) | 21.88 | 27.45 | 13.20 | 14.91 |
Nippon India Multi Cap Fund(G) | 29.47 | 36.89 | 17.20 | 17.97 |
Quant Active Fund(G) | 17.35 | 33.48 | 22.75 | 19.17 |
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FLEXI CAP |
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Quant Flexi Cap Fund(G) | 17.90 | 35.84 | 22.45 | 14.10 |
HDFC Flexi Cap Fund(G) | 21.57 | 31.81 | 15.43 | 18.59 |
Franklin India Flexi Cap Fund(G) | 18.84 | 27.83 | 13.81 | 17.87 |
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HYBRID |
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Bank of India Mid & Small Cap Equity & Debt Fund-Reg(G) | 21.67 | 27.67 | 14.80 | 15.38 |
SBI Equity Hybrid Fund-Reg(IDCW) | 9.13 | 16.50 | 11.46 | 15.01 |
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TAX SAVER FUND |
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Bank of India Tax Advantage Fund-Reg(G) | 17.89 | 25.57 | 16.33 | 18.49 |
Canara Rob Equity Tax Saver Fund-Reg(G) | 10.79 | 22.89 | 15.00 | 18.89 |
HDFC TaxSaver(G) | 19.99 | 26.72 | 12.44 | 23.24 |
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Sector funds- Banking |
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ICICI Pru Banking & PSU Debt Fund(G) | 7.04 | 5.36 | 7.06 | 7.95 |
HDFC Banking and PSU Debt Fund-Reg(G) | 6.41 | 4.80 | 7.15 | 7.62 |
Nippon India Banking & PSU Debt Fund(G) | 6.34 | 4.70 | 7.27 | 7.37 |
Iconic Capital has a team of Insolvency Professionals to help insolvent companies and NPAs for resolution as per the IBC code.