Mutual Funds are
subject to market risks

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Mutual Funds

Mutual Funds are subject to market risks

Get experts to invest for you

Types of
Mutual Funds

Types of Mutual Funds

Diversified like all smart investments

Equity
Funds

Capital growth by investing in the shares of companies
Fund Dividends can be reinvested or paid to investors
Good investment if you have a long-term perspective

Income
Funds

Funds offering low expense ratios, allowing investors to increase their net earnings on investments.
Simple to manage

Balancer
Funds

Diversified, constantly rebalanced portfolio
Low expense ratios
Less volatility
Low-risk

Liquid
Funds

No penalty for withdrawing money
No exit/entry loads
Lowest interest rate risk
No taxes on dividends

Index
Funds

No penalty for withdrawing money
No exit/entry loads
Lowest interest rate risk
No taxes on dividends

Tax Saving
(ELSS)

Low locking period
Low Tax on gains
Higher Returns
Benefit of compounding
Safe & Transparent

Benefits of
Mutual Funds

Benefits of Mutual Funds

Well-Defined Objective

Diversifying Risk

Low Cost

Liquidity

Well-Defined
Objective

Diversifying
Risk

Low Cost

Liquidity

Popular Funds

Invest wisely to enjoy highter than average returns.

Collections:

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ICICI Prudential Technology Direct Plan Growth
High Risk

High Risk

-11.53%

31.89%

22.60%

-11.53%

31.89%

22.60%

ICICI Prudential Smallcap Fund Direct Plan Growth
High Risk

High Risk

7.80%

26.32%

13.01%

7.80%

26.32%

13.01%

HDFC Index S&P BSE Sensex Direct Plan Growth
High Risk

High Risk

5.15%

13.99%

11.72%

5.15%

13.99%

11.72%

ICICI Prudential Bluechip Fund Direct Growth
High Risk

High Risk

6.00%

16.03%

11.22%

6.00%

16.03%

11.22%

Axis Bluechip Fund HR4
High Risk

High Risk

4.62%

51.65%

23.05%

4.62%

51.65%

23.05%

Axis Bluechip Fund HR3
High Risk

High Risk

4.62%

51.65%

23.05%

4.62%

51.65%

23.05%

Axis Bluechip Fund HR2
High Risk

High Risk

4.62%

51.65%

23.05%

4.62%

51.65%

23.05%

Axis Bluechip Fund HR1
High Risk

High Risk

4.62%

51.65%

23.05%

4.62%

51.65%

23.05%

Axis Bluechip Fund LC
High Risk

High Risk

4.62%

51.65%

23.05%

4.62%

51.65%

23.05%

Kotak Emerging Equity Fund MC3
Moderate Risk

Moderate Risk

17.49%

34.88%

17.58%

17.49%

34.88%

17.58%

Kotak Emerging Equity Fund MC2
Moderate Risk

Moderate Risk

17.49%

34.88%

17.58%

17.49%

34.88%

17.58%

Kotak Emerging Equity Fund MC1
Moderate Risk

Moderate Risk

17.49%

34.88%

17.58%

17.49%

34.88%

17.58%

Kotak Emerging Equity Fund Copy
Moderate Risk

Moderate Risk

17.49%

34.88%

17.58%

17.49%

34.88%

17.58%

Kotak Emerging Equity Fund
Moderate Risk

Moderate Risk

17.49%

34.88%

17.58%

17.49%

34.88%

17.58%

ICICI Prudential Smallcap Fund Direct Plan Growth
High Risk

High Risk

7.80%

26.32%

13.01%

7.80%

26.32%

13.01%

Mirae Asset Large Cap Fund Copy
Low Risk

Low Risk

15.62%

40.25%

23.72%

15.62%

40.25%

23.72%

SBI Small Cap Fund Copy
Moderate Risk

Moderate Risk

17.49%

34.88%

17.58%

17.49%

34.88%

17.58%

SBI Small Cap Fund
Moderate Risk

Moderate Risk

17.49%

34.88%

17.58%

17.49%

34.88%

17.58%

Mirae Asset Large Cap Fund
Low Risk

Low Risk

15.62%

40.25%

23.72%

15.62%

40.25%

23.72%

Axis Bluechip Fund
High Risk

High Risk

4.62%

51.65%

23.05%

4.62%

51.65%

23.05%

Axis Bluechip Fund HR4
High Risk

High Risk

4.62%

51.65%

23.05%

4.62%

51.65%

23.05%

Axis Bluechip Fund HR3
High Risk

High Risk

4.62%

51.65%

23.05%

4.62%

51.65%

23.05%

Axis Bluechip Fund HR2
High Risk

High Risk

4.62%

51.65%

23.05%

4.62%

51.65%

23.05%

Axis Bluechip Fund HR1
High Risk

High Risk

4.62%

51.65%

23.05%

4.62%

51.65%

23.05%

ICICI Prudential Technology Direct Plan Growth
High Risk

High Risk

-11.53%

31.89%

22.60%

-11.53%

31.89%

22.60%

ICICI Prudential Smallcap Fund Direct Plan Growth
High Risk

High Risk

7.80%

26.32%

13.01%

7.80%

26.32%

13.01%

HDFC Index S&P BSE Sensex Direct Plan Growth
High Risk

High Risk

5.15%

13.99%

11.72%

5.15%

13.99%

11.72%

ICICI Prudential Bluechip Fund Direct Growth
High Risk

High Risk

6.00%

16.03%

11.22%

6.00%

16.03%

11.22%

Axis Bluechip Fund LC
High Risk

High Risk

4.62%

51.65%

23.05%

4.62%

51.65%

23.05%

SBI Small Cap Fund
Moderate Risk

Moderate Risk

17.49%

34.88%

17.58%

17.49%

34.88%

17.58%

Mirae Asset Large Cap Fund
Low Risk

Low Risk

15.62%

40.25%

23.72%

15.62%

40.25%

23.72%

Axis Bluechip Fund
High Risk

High Risk

4.62%

51.65%

23.05%

4.62%

51.65%

23.05%

Kotak Emerging Equity Fund MC3
Moderate Risk

Moderate Risk

17.49%

34.88%

17.58%

17.49%

34.88%

17.58%

Kotak Emerging Equity Fund MC2
Moderate Risk

Moderate Risk

17.49%

34.88%

17.58%

17.49%

34.88%

17.58%

Kotak Emerging Equity Fund MC1
Moderate Risk

Moderate Risk

17.49%

34.88%

17.58%

17.49%

34.88%

17.58%

Kotak Emerging Equity Fund Copy
Moderate Risk

Moderate Risk

17.49%

34.88%

17.58%

17.49%

34.88%

17.58%

Kotak Emerging Equity Fund
Moderate Risk

Moderate Risk

17.49%

34.88%

17.58%

17.49%

34.88%

17.58%

ICICI Prudential Smallcap Fund Direct Plan Growth
High Risk

High Risk

7.80%

26.32%

13.01%

7.80%

26.32%

13.01%

Mirae Asset Large Cap Fund Copy
Low Risk

Low Risk

15.62%

40.25%

23.72%

15.62%

40.25%

23.72%

SBI Small Cap Fund Copy
Moderate Risk

Moderate Risk

17.49%

34.88%

17.58%

17.49%

34.88%

17.58%

Our Value Additions

Compare Funds

We’ll help you compare multiple mutual funds on performance, expense ratio, AUM, returns, risks & portfolio allocation in India.

Switch Funds

Every mutual fund requires a different investment strategy. There may be times when a fund isn’t performing well and the fund value goes down, or you just don’t want to take the risk. In such conditions, you can opt for the switching option.

Explore New Funds

Mutual Fund is an investment product. It is started and managed by a Mutual Fund company that pools money from various investors and invests it in various asset classes like equities, bonds, money market instruments, and Gold.

Our Value Additions

Compare Funds

We’ll help you compare multiple mutual funds on performance, expense ratio, AUM, returns, risks & portfolio allocation in India.

Switch Funds

We’ll help you compare multiple mutual funds on performance, expense ratio, AUM, returns, risks & portfolio allocation in India.

Explore New Funds

We’ll help you compare multiple mutual funds on performance, expense ratio, AUM, returns, risks & portfolio allocation in India.

You’re in good hands

FortuneSurge offers to manage your exsisting portfolio with
hurdle rate of 15% through it’s PMS.

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Get in touch

We are happy to connect via talk or chat.

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We’ll get back to you within 24hrs.

AMFI Registered Mutual Fund Distributor

AMFI Registered Mutual Fund Distributor

Mutual Funds aresubject to market risks

Get experts to invest for you

Home > Services >

Mutual Funds are subject to market risks

Get experts to invest for you

Types of Mutual Funds

Types of Mutual Funds

Equity Funds

Income Funds

Balancer Funds

Liquid Funds

Index Funds

Tax Saving (ELSS)

Benefits of Mutual Funds

Benefits of Mutual Funds

Popular Funds

Invest wisely to enjoy highter than average returns.

Collections:

Our Value Additions

Compare Funds

Switch Funds

Explore New Funds

Our Value Additions

Compare Funds

Switch Funds

Explore New Funds

You’re in good hands

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Get in touch

Thank you!

AMFI Registered Mutual Fund Distributor

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101, Picasso Plaza, NIBM,South Pune, Pune: 411048

+91 73910 96924

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AMFI Registered Mutual Fund Distributor

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Mutual Funds are
subject to market risks

Types of
Mutual Funds

Equity
Funds

Income
Funds

Balancer
Funds

Liquid
Funds

Index
Funds

Tax Saving
(ELSS)

Benefits of
Mutual Funds

101, Picasso Plaza, NIBM,
South Pune, Pune: 411048

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