Wealth Vruddhi

1lac Once for 10yearsGoal based

MIN SIP1000

MIN LUMPSUM 10000

1M(%)
4.17
3M(%)
0
6M(%)
-1.51
1YR(%)
8.96

3YR(%)
13.12
5YR(%)
18.54
10YR(%)
10.61
15YR(%)
10.49

VIEW

Best Mutual Fund PSUBest Mutual Fund PSU

MIN SIP1000

MIN LUMPSUM 10000

1M(%)
12.43
3M(%)
-3.68
6M(%)
-11.8
1YR(%)
-2.8

3YR(%)
28.59
5YR(%)
33.04
10YR(%)
23.03
15YR(%)
23.03

VIEW

FD BEATING 3-5YEARSFD BEATING 3-5YEARS

MIN SIP4000

MIN LUMPSUM 20000

1M(%)
1.48
3M(%)
2.54
6M(%)
4.06
1YR(%)
8.67

3YR(%)
6.74
5YR(%)
6.73
10YR(%)
7.41
15YR(%)
7.93

VIEW

FD BEATING 1-3YEARSFD BEATING 1-3YEARS

MIN SIP2000

MIN LUMPSUM 10000

1M(%)
1.28
3M(%)
2.39
6M(%)
4.06
1YR(%)
8.25

3YR(%)
6.86
5YR(%)
6.58
10YR(%)
7.23
15YR(%)
7.65

VIEW

EMERGENCY FUNDEMERGENCY FUND

MIN SIP1000

MIN LUMPSUM 1000

1M(%)
0.71
3M(%)
1.83
6M(%)
3.59
1YR(%)
7.26

3YR(%)
6.69
5YR(%)
5.35
10YR(%)
6.22
15YR(%)
7.01

VIEW

ANNUAL EXPENSE FUNDANNUAL EXPENSE FUND

MIN SIP1000

MIN LUMPSUM 1000

1M(%)
0.64
3M(%)
1.76
6M(%)
3.52
1YR(%)
7.22

3YR(%)
6.68
5YR(%)
5.38
10YR(%)
6.28
15YR(%)
7.09

VIEW

PARKING FUNDPARKING FUND

MIN SIP1000

MIN LUMPSUM 1000

1M(%)
0.68
3M(%)
1.8
6M(%)
3.54
1YR(%)
7.19

3YR(%)
6.66
5YR(%)
5.36
10YR(%)
6.22
15YR(%)
7.04

VIEW

DEBT DYNAMIC BONDDEBT DYNAMIC BOND

MIN SIP1000

MIN LUMPSUM 10000

1M(%)
1.54
3M(%)
2.69
6M(%)
4.11
1YR(%)
9.19

3YR(%)
7.18
5YR(%)
6.86
10YR(%)
7.38
15YR(%)
8.29

VIEW

DEBT MEDIUM DURATIONDEBT MEDIUM DURATION

MIN SIP4000

MIN LUMPSUM 20000

1M(%)
1.48
3M(%)
2.54
6M(%)
4.06
1YR(%)
8.67

3YR(%)
6.74
5YR(%)
6.73
10YR(%)
7.41
15YR(%)
7.93

VIEW

DEBT LIQUID FUNDDEBT LIQUID FUND

MIN SIP2000

MIN LUMPSUM 1000

1M(%)
0.67
3M(%)
1.79
6M(%)
3.55
1YR(%)
7.24

3YR(%)
6.68
5YR(%)
5.36
10YR(%)
6.25
15YR(%)
7.05

VIEW

DYNAMIC HYBRIDHYBRID

MIN SIP1000

MIN LUMPSUM 1000

1M(%)
3.76
3M(%)
-1.96
6M(%)
-3.14
1YR(%)
6.94

3YR(%)
15.43
5YR(%)
23.52
10YR(%)
12.3
15YR(%)
12.65

VIEW

CONSERVATIVE HYBRIDHYBRID

MIN SIP1000

MIN LUMPSUM 10000

1M(%)
2.58
3M(%)
0.41
6M(%)
0.59
1YR(%)
8.4

3YR(%)
9.42
5YR(%)
11.99
10YR(%)
8.94
15YR(%)
9.34

VIEW

AGGRESSIVE HYBRIDHYBRID

MIN SIP1000

MIN LUMPSUM 2000

1M(%)
5.31
3M(%)
-1.23
6M(%)
-2.72
1YR(%)
8.16

3YR(%)
11.18
5YR(%)
20.96
10YR(%)
10.58
15YR(%)
11.35

VIEW

BEST MF INFRASTRUCTURE BASKETSINFRASTRUCTURE

MIN SIP2000

MIN LUMPSUM 17000

1M(%)
9.27
3M(%)
-7.56
6M(%)
-13.24
1YR(%)
1.28

3YR(%)
25.54
5YR(%)
37.69
10YR(%)
14.98
15YR(%)
11

VIEW

MONTHLY 5K 5 YRNEED BASED BASKETS

MIN SIP2000

MIN LUMPSUM 10000

1M(%)
5.63
3M(%)
-5.74
6M(%)
-10.57
1YR(%)
5.45

3YR(%)
14.8
5YR(%)
27.52
10YR(%)
16.35
15YR(%)
16.35

VIEW

DREAM HOME / CAR / VACATIONGOAL-BASED BASKETS

MIN SIP2000

MIN LUMPSUM 10000

1M(%)
4.64
3M(%)
-6
6M(%)
-10.92
1YR(%)
0.63

3YR(%)
14
5YR(%)
17.86
10YR(%)
17.86
15YR(%)
17.86

VIEW

GRAND CHILD GIFTGOAL-BASED BASKETS

MIN SIP1000

MIN LUMPSUM 1000

1M(%)
3.75
3M(%)
-9.68
6M(%)
-11.05
1YR(%)
4.23

3YR(%)
12.34
5YR(%)
26.38
10YR(%)
18.12
15YR(%)
18.12

VIEW

SELF-RELIANT WOMENGOAL-BASED BASKETS

MIN SIP4000

MIN LUMPSUM 20000

1M(%)
6
3M(%)
-4.19
6M(%)
-9.69
1YR(%)
4.23

3YR(%)
16.43
5YR(%)
32.2
10YR(%)
19.11
15YR(%)
19.11

VIEW

START UP FUNDGOAL-BASED BASKETS

MIN SIP2000

MIN LUMPSUM 13000

1M(%)
5.36
3M(%)
-6.25
6M(%)
-8.17
1YR(%)
7.74

3YR(%)
12.45
5YR(%)
24.46
10YR(%)
13.21
15YR(%)
16.01

VIEW

KIDS MARRIAGE FUNDGOAL-BASED BASKETS

MIN SIP2000

MIN LUMPSUM 20000

1M(%)
6.29
3M(%)
-7.65
6M(%)
-10.64
1YR(%)
7.3

3YR(%)
14.44
5YR(%)
25.61
10YR(%)
12.54
15YR(%)
13.21

VIEW

KIDS EDUCATIONGOAL-BASED BASKETS

MIN SIP4000

MIN LUMPSUM 20000

1M(%)
7.45
3M(%)
-8.48
6M(%)
-12.19
1YR(%)
2.15

3YR(%)
15.59
5YR(%)
35.01
10YR(%)
17.27
15YR(%)
17.27

VIEW

BEST MF MNC FUNDSECTOR-WISE BASKETS

MIN SIP4000

MIN LUMPSUM 20000

1M(%)
3.16
3M(%)
-10.55
6M(%)
-13.51
1YR(%)
0.32

3YR(%)
8.44
5YR(%)
19.72
10YR(%)
13.41
15YR(%)
13.41

VIEW

BEST MF VALUE ORIENTEDSECTOR-WISE BASKETS

MIN SIP2000

MIN LUMPSUM 20000

1M(%)
5.4
3M(%)
-5.97
6M(%)
-9.71
1YR(%)
6.39

3YR(%)
18.42
5YR(%)
33.2
10YR(%)
14.03
15YR(%)
14.46

VIEW

BEST MF ENERGYSECTOR-WISE BASKETS

MIN SIP1000

MIN LUMPSUM 1000

1M(%)
8.98
3M(%)
-2.58
6M(%)
-13.14
1YR(%)
0.54

3YR(%)
13.21
5YR(%)
32.24
10YR(%)
16.5
15YR(%)
13.34

VIEW

BEST MF CONSUMER (FMCG) FUNDSECTOR-WISE BASKETS

MIN SIP4000

MIN LUMPSUM 17000

1M(%)
5.17
3M(%)
-9.37
6M(%)
-15.36
1YR(%)
4.83

3YR(%)
13.87
5YR(%)
24.5
10YR(%)
13.59
15YR(%)
14.81

VIEW

BEST MF PHARMASECTOR-WISE BASKETS

MIN SIP2000

MIN LUMPSUM 20000

1M(%)
4.42
3M(%)
-10.1
6M(%)
-7.04
1YR(%)
14.1

3YR(%)
20.28
5YR(%)
28.08
10YR(%)
21.34
15YR(%)
21.34

VIEW

BEST MF BANKING & FINANCIAL SERVICESSECTOR-WISE BASKETS

MIN SIP4000

MIN LUMPSUM 20000

1M(%)
6.51
3M(%)
-0.05
6M(%)
-2.56
1YR(%)
10.87

3YR(%)
15.09
5YR(%)
27.35
10YR(%)
13.01
15YR(%)
12.79

VIEW

BEST MF TECHNOLOGYSECTOR-WISE BASKETS

MIN SIP3000

MIN LUMPSUM 17000

1M(%)
-2.31
3M(%)
-15.48
6M(%)
-12.72
1YR(%)
5.49

3YR(%)
5.26
5YR(%)
31.23
10YR(%)
15.84
15YR(%)
19.38

VIEW

BEST MF TAX SAVING FUNDTAX FUND

MIN SIP2000

MIN LUMPSUM 2000

1M(%)
6.05
3M(%)
-4.65
6M(%)
-8.56
1YR(%)
7.71

3YR(%)
17.19
5YR(%)
29.36
10YR(%)
15.07
15YR(%)
15.07

VIEW

BEST MF FLEXICAPMARKET CAP-BASKETS

MIN SIP2000

MIN LUMPSUM 4000

1M(%)
5.67
3M(%)
-5.02
6M(%)
-8.16
1YR(%)
7.16

3YR(%)
14.27
5YR(%)
27.04
10YR(%)
13
15YR(%)
13.51

VIEW

BEST MF SMALLCAPMARKET CAP-BASKETS

MIN SIP4000

MIN LUMPSUM 1000

1M(%)
7.97
3M(%)
-14.41
6M(%)
-14.75
1YR(%)
4.18

3YR(%)
15.61
5YR(%)
35.01
10YR(%)
16.45
15YR(%)
21.35

VIEW

BEST MF MIDCAPMARKET CAP-BASKETS

MIN SIP4000

MIN LUMPSUM 20000

1M(%)
6.91
3M(%)
-10.48
6M(%)
-10.93
1YR(%)
8.41

3YR(%)
20.14
5YR(%)
34.58
10YR(%)
15.86
15YR(%)
16.96

VIEW

Best MF MULTICAPMARKET CAP-BASKETS

MIN SIP2000

MIN LUMPSUM 10000

1M(%)
7.59
3M(%)
-9.02
6M(%)
-13.46
1YR(%)
-1.18

3YR(%)
15.75
5YR(%)
34.35
10YR(%)
15.26
15YR(%)
15.25

VIEW

RETIRE IN 10 YEARSGOAL-BASED BASKETS

MIN SIP4000

MIN LUMPSUM 20000

1M(%)
7.66
3M(%)
-9.76
6M(%)
-14.48
1YR(%)
1.97

3YR(%)
13.86
5YR(%)
29.93
10YR(%)
13.41
15YR(%)
14.37

VIEW

BEST MF LARGE CAPMARKET CAP-BASKETS

MIN SIP2000

MIN LUMPSUM 20000

1M(%)
5.63
3M(%)
-3.97
6M(%)
-7.88
1YR(%)
5.09

3YR(%)
14.97
5YR(%)
27.2
10YR(%)
12.39
15YR(%)
13.3

VIEW

Wealth Vruddhi Multi Cap Basket testingWealth Vruddh equity multi-cap schemes.

MIN SIP3000

MIN LUMPSUM 17000

1M(%)
6.64
3M(%)
-8.39
6M(%)
-10.88
1YR(%)
6.89

3YR(%)
17.41
5YR(%)
30.74
10YR(%)
13.43
15YR(%)
14.83

Flexi Cap Basket testEquity schemes that invests across various market capitalizations.

MIN SIP2000

MIN LUMPSUM 4000

1M(%)
5.59
3M(%)
-5.85
6M(%)
-7.84
1YR(%)
8.07

3YR(%)
14.33
5YR(%)
26.8
10YR(%)
13.36
15YR(%)
13.36

Wealth Creator Basket testingFor Long term wealth creation.

MIN SIP4000

MIN LUMPSUM 20000

1M(%)
4.66
3M(%)
-11.58
6M(%)
-13.1
1YR(%)
3.12

3YR(%)
15.43
5YR(%)
34.79
10YR(%)
16.79
15YR(%)
21.08

Basket Name	Category	Min SIP ()	Min Lumpsum ()	1M (%)	3M (%)	6M (%)	1YR (%)	3YR (%)	5YR (%)	10YR (%)	15YR (%)	Action
1lac Once for 10years	Goal based	1000	10000	4.17	0	-1.51	8.96	13.12	18.54	10.61	10.49	VIEW
Best Mutual Fund PSU	Best Mutual Fund PSU	1000	10000	12.43	-3.68	-11.8	-2.8	28.59	33.04	23.03	23.03	VIEW
FD BEATING 3-5YEARS	FD BEATING 3-5YEARS	4000	20000	1.48	2.54	4.06	8.67	6.74	6.73	7.41	7.93	VIEW
FD BEATING 1-3YEARS	FD BEATING 1-3YEARS	2000	10000	1.28	2.39	4.06	8.25	6.86	6.58	7.23	7.65	VIEW
EMERGENCY FUND	EMERGENCY FUND	1000	1000	0.71	1.83	3.59	7.26	6.69	5.35	6.22	7.01	VIEW
ANNUAL EXPENSE FUND	ANNUAL EXPENSE FUND	1000	1000	0.64	1.76	3.52	7.22	6.68	5.38	6.28	7.09	VIEW
PARKING FUND	PARKING FUND	1000	1000	0.68	1.8	3.54	7.19	6.66	5.36	6.22	7.04	VIEW
DEBT DYNAMIC BOND	DEBT DYNAMIC BOND	1000	10000	1.54	2.69	4.11	9.19	7.18	6.86	7.38	8.29	VIEW
DEBT MEDIUM DURATION	DEBT MEDIUM DURATION	4000	20000	1.48	2.54	4.06	8.67	6.74	6.73	7.41	7.93	VIEW
DEBT LIQUID FUND	DEBT LIQUID FUND	2000	1000	0.67	1.79	3.55	7.24	6.68	5.36	6.25	7.05	VIEW
DYNAMIC HYBRID	HYBRID	1000	1000	3.76	-1.96	-3.14	6.94	15.43	23.52	12.3	12.65	VIEW
CONSERVATIVE HYBRID	HYBRID	1000	10000	2.58	0.41	0.59	8.4	9.42	11.99	8.94	9.34	VIEW
AGGRESSIVE HYBRID	HYBRID	1000	2000	5.31	-1.23	-2.72	8.16	11.18	20.96	10.58	11.35	VIEW
BEST MF INFRASTRUCTURE BASKETS	INFRASTRUCTURE	2000	17000	9.27	-7.56	-13.24	1.28	25.54	37.69	14.98	11	VIEW
MONTHLY 5K 5 YR	NEED BASED BASKETS	2000	10000	5.63	-5.74	-10.57	5.45	14.8	27.52	16.35	16.35	VIEW
DREAM HOME / CAR / VACATION	GOAL-BASED BASKETS	2000	10000	4.64	-6	-10.92	0.63	14	17.86	17.86	17.86	VIEW
GRAND CHILD GIFT	GOAL-BASED BASKETS	1000	1000	3.75	-9.68	-11.05	4.23	12.34	26.38	18.12	18.12	VIEW
SELF-RELIANT WOMEN	GOAL-BASED BASKETS	4000	20000	6	-4.19	-9.69	4.23	16.43	32.2	19.11	19.11	VIEW
START UP FUND	GOAL-BASED BASKETS	2000	13000	5.36	-6.25	-8.17	7.74	12.45	24.46	13.21	16.01	VIEW
KIDS MARRIAGE FUND	GOAL-BASED BASKETS	2000	20000	6.29	-7.65	-10.64	7.3	14.44	25.61	12.54	13.21	VIEW
KIDS EDUCATION	GOAL-BASED BASKETS	4000	20000	7.45	-8.48	-12.19	2.15	15.59	35.01	17.27	17.27	VIEW
BEST MF MNC FUND	SECTOR-WISE BASKETS	4000	20000	3.16	-10.55	-13.51	0.32	8.44	19.72	13.41	13.41	VIEW
BEST MF VALUE ORIENTED	SECTOR-WISE BASKETS	2000	20000	5.4	-5.97	-9.71	6.39	18.42	33.2	14.03	14.46	VIEW
BEST MF ENERGY	SECTOR-WISE BASKETS	1000	1000	8.98	-2.58	-13.14	0.54	13.21	32.24	16.5	13.34	VIEW
BEST MF CONSUMER (FMCG) FUND	SECTOR-WISE BASKETS	4000	17000	5.17	-9.37	-15.36	4.83	13.87	24.5	13.59	14.81	VIEW
BEST MF PHARMA	SECTOR-WISE BASKETS	2000	20000	4.42	-10.1	-7.04	14.1	20.28	28.08	21.34	21.34	VIEW
BEST MF BANKING & FINANCIAL SERVICES	SECTOR-WISE BASKETS	4000	20000	6.51	-0.05	-2.56	10.87	15.09	27.35	13.01	12.79	VIEW
BEST MF TECHNOLOGY	SECTOR-WISE BASKETS	3000	17000	-2.31	-15.48	-12.72	5.49	5.26	31.23	15.84	19.38	VIEW
BEST MF TAX SAVING FUND	TAX FUND	2000	2000	6.05	-4.65	-8.56	7.71	17.19	29.36	15.07	15.07	VIEW
BEST MF FLEXICAP	MARKET CAP-BASKETS	2000	4000	5.67	-5.02	-8.16	7.16	14.27	27.04	13	13.51	VIEW
BEST MF SMALLCAP	MARKET CAP-BASKETS	4000	1000	7.97	-14.41	-14.75	4.18	15.61	35.01	16.45	21.35	VIEW
BEST MF MIDCAP	MARKET CAP-BASKETS	4000	20000	6.91	-10.48	-10.93	8.41	20.14	34.58	15.86	16.96	VIEW
Best MF MULTICAP	MARKET CAP-BASKETS	2000	10000	7.59	-9.02	-13.46	-1.18	15.75	34.35	15.26	15.25	VIEW
RETIRE IN 10 YEARS	GOAL-BASED BASKETS	4000	20000	7.66	-9.76	-14.48	1.97	13.86	29.93	13.41	14.37	VIEW
BEST MF LARGE CAP	MARKET CAP-BASKETS	2000	20000	5.63	-3.97	-7.88	5.09	14.97	27.2	12.39	13.3	VIEW
Wealth Vruddhi Multi Cap Basket testing	Wealth Vruddh equity multi-cap schemes.	3000	17000	6.64	-8.39	-10.88	6.89	17.41	30.74	13.43	14.83
Flexi Cap Basket test	Equity schemes that invests across various market capitalizations.	2000	4000	5.59	-5.85	-7.84	8.07	14.33	26.8	13.36	13.36
Wealth Creator Basket testing	For Long term wealth creation.	4000	20000	4.66	-11.58	-13.1	3.12	15.43	34.79	16.79	21.08

Finmo Baskets

Fee Based ADVISORY BASKETS FROM FINMO, SEBI REG Advisory RIA No:INA200014900. KNOW MORE