Fund Buckets
Curated portfolios for every goal.
16 ready-made fund portfolios — dynamically assembled from top-performing Regular-plan funds. Pick a bucket, start a SIP.
Wealth Creation
🚀Very High
High Growth
Maximum capital appreciation
Holding period
7+ years
Funds
5
Blended 3Y CAGR
+25.1%
Avg TER
1.82%
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📈Moderately High
Steady Compounder
Consistent wealth creation
Holding period
5+ years
Funds
5
Blended 3Y CAGR
+14.8%
Avg TER
2.25%
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🏦High
Core Allocation
Core allocation
Holding period
5+ years
Funds
3
Blended 3Y CAGR
+19%
Avg TER
2.19%
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⚡Very High
Mid Cap Momentum
Ride the mid-cap wave
Holding period
5+ years
Funds
4
Blended 3Y CAGR
+24%
Avg TER
1.91%
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Goal-Based
🏖️Moderately High
Retirement Builder
Build your retirement corpus
Holding period
10+ years
Funds
6
Blended 3Y CAGR
+15.5%
Avg TER
1.9%
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👶Moderately High
Child's Future
Invest in their dreams
Holding period
10+ years
Funds
5
Blended 3Y CAGR
+9.9%
Avg TER
1.94%
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🏠Moderate
First Home Fund
Save for your down payment
Holding period
3–5 years
Funds
4
Blended 3Y CAGR
+6.9%
Avg TER
1.59%
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✨Low to Moderate
Dream Goal Fund
For goals 1–3 years away
Holding period
1–3 years
Funds
4
Blended 3Y CAGR
+7.3%
Avg TER
1.46%
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Conservative & Income
🛡️Low to Moderate
Conservative Income
Stability with modest income
Holding period
1–3 years
Funds
4
Blended 3Y CAGR
+7.2%
Avg TER
1.56%
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💰Moderate
Monthly Income (SWP)
Regular cash flow via SWP
Holding period
3+ years
Funds
4
Blended 3Y CAGR
+7.8%
Avg TER
1.66%
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🏧Low
Liquid Parking
Park idle cash smartly
Holding period
1 day – 3 months
Funds
3
Blended 3Y CAGR
+9%
Avg TER
1.33%
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🧓Low to Moderate
Senior Citizen Stable
Safety-first for retirees
Holding period
1–3 years
Funds
4
Blended 3Y CAGR
+12.1%
Avg TER
1.88%
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Thematic & Satellite
🌍High
Global Diversifier
Go beyond India
Holding period
5+ years
Funds
4
Blended 3Y CAGR
+22.7%
Avg TER
1.93%
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🎯Very High
Strong Alpha Funds
Thematic and strategic exposure
Holding period
3+ years
Funds
6
Blended 3Y CAGR
+13.3%
Avg TER
2.02%
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🌦️Moderate
All-Weather Portfolio
Built for any market cycle
Holding period
5+ years
Funds
5
Blended 3Y CAGR
+10.6%
Avg TER
1.53%
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🥇Moderately High
Gold & Commodities Hedge
Hedge against inflation
Holding period
3+ years
Funds
2
Blended 3Y CAGR
+39.9%
Avg TER
0.32%
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Important: Fund buckets are curated model portfolios for educational purposes. They are not personalised investment advice. Past performance does not guarantee future results. All funds shown are Regular Plans only. Mutual fund investments are subject to market risks — read all scheme-related documents carefully. ARN-175445 | AMFI-registered Mutual Fund Distributor.
