To provide investors with professionally managed, diversified investment options across various asset classes, aiming for capital appreciation and income generation aligned with individual financial goals.
Equity Funds: Invest primarily in stocks, suitable for long-term capital growth.
Debt or Income Funds: Focus on fixed-income securities, ideal for conservative investors seeking regular income.
Balanced Funds: Combine equity and debt investments to balance risk and return.
Liquid Funds: Invest in short-term money market instruments, offering high liquidity.
Index Funds: Track specific market indices, providing broad market exposure at low costs.
Diversification: Spreads investments across various assets, reducing risk.
Professional Management: Expert fund managers handle investment decisions.
Transparency: Regular updates and disclosures keep investors informed.
Liquidity: Easy access to funds when needed.
Cost-Effective: Low entry points and competitive expense ratios.
Regulated: Governed by SEBI, ensuring investor protection.
Performance Data is as on March 31, 2025. | Figures are inclusive of Fees, Taxes and other charges. | Returns have been calculated using Time Weighted Rate of Return method (TWRR) as prescribed by the SEBI. | Past performance does not guarantee future returns. | Above performance data is not verified by SEBI | SEBI Reg No: INP000006758.
As low as ₹500 (via SIP)
SIP & Lumpsum
SEBI Registered Schemes
Varies from Low to High based on fund type
Only in ELSS – 3 Years
2% Fixed Management Fees on
Average Net Asset Value
Fixed Fees at 1.00 % per annum on AUM and 10% Profit sharing above the Hurdle Rate of 10% on every anniversary date subject to High Water Mark.
Orbis Financial Corporation Ltd.
SecMark Consultancy Ltd.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.
