Invest with purpose.
Build lasting wealth.
SIPs, lumpsum, ELSS and retirement planning — curated by experts across 40+ AMCs, aligned to your goals.
Why invest with us
A smarter way to grow your wealth
Goal-Based Investing
Align each rupee to a life goal — home, education, retirement.
SIP Investing
Build wealth steadily with the power of compounding.
Tax Saving (ELSS)
Save up to ₹46,800 under Section 80C with the shortest 3-yr lock-in.
Retirement Planning
Secure your golden years with a personalised retirement roadmap.
Fund Explorer
Top-performing funds, hand-picked
Curated lists across categories — explore returns, AUM and risk before you invest.
High growth potential for long-term goals (7+ years).
| Fund | Category | 1Y | 3Y | 5Y | Risk | AUM | |
|---|---|---|---|---|---|---|---|
| Parag Parikh Flexi Cap | Flexi Cap | 28.4% | 22.1% | 24.7% | Moderately High | ₹78,500 Cr | Invest |
| HDFC Mid-Cap Opportunities | Mid Cap | 34.2% | 27.8% | 26.9% | High | ₹74,200 Cr | Invest |
| Nippon India Small Cap | Small Cap | 39.1% | 30.4% | 32.5% | Very High | ₹56,300 Cr | Invest |
| Mirae Asset Large Cap | Large Cap | 22.6% | 16.8% | 18.4% | Moderately High | ₹37,800 Cr | Invest |
| Axis Bluechip Fund | Large Cap | 21.2% | 15.6% | 17.1% | Moderately High | ₹32,500 Cr | Invest |
*Returns are CAGR (illustrative). Past performance does not guarantee future returns.
Goal Planner
Plan any life goal in seconds
Pick a goal and we'll show you the SIP needed to reach it.
Plan for: Retirement
Asset Allocation
Find your risk profile
Tap a profile to see how a ₹10,000 monthly SIP would be allocated.
Moderate Portfolio
For a ₹10,000 monthly SIP
Equity
50%
₹5,000/mo
Debt
40%
₹4,000/mo
Gold
10%
₹1,000/mo
Expected 10-yr value at typical returns: ₹21.27 L
SIP Calculator
See what your SIP can grow into
SIP Calculator
Future Value
₹50.46 L
Invested
₹18.00 L
Wealth Gain
₹32.46 L
Free Portfolio Review
Already investing? Let our experts review your existing mutual fund portfolio for free. We'll analyse fund quality, diversification, costs and tax efficiency — and recommend what to keep, switch or top up.
- Independent, conflict-free advice
- Goal-aligned investment plan
- Quarterly portfolio reviews
- Direct & regular plan options
Platform Features
Everything you need to invest smarter
A complete digital wealth platform — track, transact and grow on the go.
Regular Portfolio Tracking
Real-time NAV, XIRR, asset allocation and goal-progress dashboards.
100% Digital Process
Paperless KYC, e-mandate setup and one-click SIP / lumpsum investing.
Dedicated Mobile App
Manage SIPs, switch funds and view consolidated holdings from your phone.
Goal-Based Reports
Quarterly performance reports mapped to each of your life goals.
Family Portfolio View
One login to track investments of your spouse, kids and parents.
Expert Advisor on Call
AMFI-registered advisor support — chat, call or video, whenever you need.
Auto Rebalancing Alerts
We notify you when your allocation drifts from your target risk profile.
Tax Reports
Capital-gains statements ready for ITR filing — across AMCs and folios.
Bank-Grade Security
256-bit encryption, 2FA login and SEBI-regulated custodial structure.
FAQs
Mutual fund basics
Disclaimer
Mutual Fund investments are subject to market risks
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance is not indicative of future returns. The NAVs of the schemes may go up or down depending upon factors and forces affecting the securities market including fluctuations in interest rates. The information shown on this page — including fund lists, returns, AUMs and illustrative SIP projections — is for educational purposes only and does not constitute investment advice or a recommendation to buy, hold or sell any security.
Rupee Catalyst acts as an AMFI-registered mutual fund distributor. We may receive commission from asset management companies on transactions executed through us. Investors are advised to consult their financial advisor before making any investment decision. ARN details available on request.