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.
