Distribution Mode — Investment & Baskets

MF investment flow, top rated funds, curated baskets, and basket detail

Invest
Axis Bluechip Fund
Large Cap · Growth · ★★★★★
₹52.34
NAV
SIP
Lumpsum
Monthly SIP Amount
₹ 5,000
₹1K
₹2.5K
₹5K
₹10K
₹25K
Frequency
Monthly
SIP Date
5th
Duration
Until Cancelled
Step-Up
10% Yearly
Folio
Create New Folio
Or select existing folio
Payment Method
HDFC Bank ****4521
UPI Auto-Pay enabled
Order Summary
Fund Axis Bluechip
Type SIP - Monthly
SIP Date 5th of every month
Step-Up 10% p.a.
Amount ₹5,000 / month
Mutual fund investments are subject to market risks.
1 — MF Investment Flow
Top Rated Funds
All
Large Cap
Mid Cap
Small Cap
Flexi Cap
ELSS
1
PPFAS Flexi Cap Fund - Growth
PPFAS AMC · AUM ₹48,600 Cr
★★★★★
1Y
+19.7%
3Y
+22.1%
5Y
+21.5%
Exp.
0.63%
High
2
Quant Small Cap Fund - Growth
Quant AMC · AUM ₹18,200 Cr
★★★★★
1Y
+28.4%
3Y
+34.2%
5Y
+38.1%
Exp.
0.57%
Very High
3
Mirae Asset Large Cap - Growth
Mirae AMC · AUM ₹37,400 Cr
★★★★★
1Y
+15.8%
3Y
+17.3%
5Y
+16.2%
Exp.
0.51%
Moderate
4
Axis Bluechip Fund - Growth
Axis AMC · AUM ₹34,200 Cr
★★★★★
1Y
+14.2%
3Y
+18.6%
5Y
+16.8%
Exp.
0.49%
Moderate
5
SBI Small Cap Fund - Growth
SBI AMC · AUM ₹22,800 Cr
★★★★★
1Y
+22.1%
3Y
+28.4%
5Y
+24.3%
Exp.
0.68%
High
Rankings based on CRISIL/Value Research ratings, risk-adjusted returns, and consistency score. Ratings are reviewed quarterly. Past performance is not indicative of future results.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing.
2 — Top Rated Funds
Curated Baskets
AMFI Registered · ARN-149832
Core Equity
Core Equity
Large & flexi cap focused portfolio for long-term wealth creation with consistent compounding.
Funds 4
Min. SIP ₹5,000
Horizon 5+ Years
3Y CAGR +18.4%
4 funds · Quarterly rebalance
Tax Optimizer
Tax Saver
ELSS funds for Section 80C benefits with strong track record. 3-year lock-in period applies.
Funds 3
Min. SIP ₹3,000
Horizon 3+ Years
3Y CAGR +20.2%
3 funds · Annual review
Stable Income
Conservative Income
Debt-oriented allocation for capital preservation with steady income generation. Low volatility.
Funds 3
Min. SIP ₹10,000
Horizon 1-3 Years
3Y CAGR +8.1%
3 funds · Semi-annual rebalance
Not a Portfolio Management Service. These are curated mutual fund suggestions. Each fund is a separate investment. You can modify allocations. SEBI registration for PMS is separate and not claimed here.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing.
3 — Curated MF Baskets
Basket Detail
Core Equity
Core Equity
A diversified large & flexi cap basket designed for steady wealth creation over 5+ year horizons. Targets consistent alpha over Nifty 50.
3Y CAGR
+18.4%
Min. SIP
₹5,000
Horizon
5+ Yrs
Constituent Funds 4 funds
Axis Bluechip Fund - Growth
Large Cap · ★★★★★
30%
Weight
PPFAS Flexi Cap Fund - Growth
Flexi Cap · ★★★★★
30%
Weight
Mirae Asset Large Cap - Growth
Large Cap · ★★★★
25%
Weight
UTI Nifty 50 Index Fund - Growth
Index · ★★★★
15%
Weight
Rebalancing Strategy
Basket is reviewed quarterly. Weights are adjusted based on market conditions, fund performance, and risk parameters. You will be notified before each rebalance.
Quarterly Review Risk Managed Transparent
Matches Your Risk Profile
Moderate-Aggressive · Based on your IPS assessment
Not a PMS. Each fund is a separate MF investment. Allocations are suggestions only.
Mutual fund investments are subject to market risks.
4 — Basket Detail