IIFL AAA Partner · ARN 173948 · AI-Powered Advisory

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Curated Picks

Top Performing Mutual Funds

Handpicked funds across categories — updated regularly by our advisory team

Large Cap Equity
Mirae Asset Large Cap Fund — Direct Growth
NAV: ₹95.20
1 Year+18.4%
3 Year+14.2%
5 Year+17.8%
⭐ Advisor PickInvest Now →
Flexi Cap
Parag Parikh Flexi Cap Fund — Direct Growth
NAV: ₹82.45
1 Year+22.1%
3 Year+18.6%
5 Year+21.3%
⭐ Advisor PickInvest Now →
Mid Cap
Nippon India Mid Cap Fund — Direct Growth
NAV: ₹145.30
1 Year+31.2%
3 Year+24.8%
5 Year+26.4%
🔥 High GrowthInvest Now →
ELSS · Tax Saving
Quant ELSS Tax Saver Fund — Direct Growth
NAV: ₹312.80
1 Year+26.5%
3 Year+22.1%
5 Year+28.9%
💰 Tax + ReturnsInvest Now →
Debt · Conservative
HDFC Short Term Debt Fund — Direct Growth
NAV: ₹25.60
1 Year+7.8%
3 Year+6.9%
5 Year+7.2%
🛡️ Low RiskInvest Now →
Small Cap
SBI Small Cap Fund — Direct Growth
NAV: ₹178.90
1 Year+28.7%
3 Year+27.3%
5 Year+30.1%
🚀 High PotentialInvest Now →
Ready to Invest?
Select a fund and start your SIP today

*Returns are indicative based on historical data. Past performance does not guarantee future results. ARN 173948

New Fund Offers

Currently Open NFOs

Invest early in new schemes — limited window opportunities

Motilal Oswal AMC
Motilal Oswal Nifty India Defence Index Fund
Opens05 May 2026
Closes19 May 2026
Min SIP₹500
⏳ 15 days remaining · Thematic — Defence
Invest Now via Yash Wealth →
HDFC AMC
HDFC Nifty200 Momentum 30 Index Fund
Opens02 May 2026
Closes16 May 2026
Min SIP₹100
⏳ 12 days remaining · Index — Momentum
Invest Now via Yash Wealth →
Axis AMC
Axis Innovation & Opportunities Fund
Opens08 May 2026
Closes22 May 2026
Min SIP₹1,000
⏳ 18 days remaining · Thematic — Innovation
Invest Now via Yash Wealth →

*NFO details are indicative. Contact us for exact allotment details and investment guidance. ARN 173948

Free Tool

SIP Returns Calculator

See how your monthly SIP can grow over time with the power of compounding

Why SIP Works
The Power of
Compounding
📅
Rupee Cost Averaging
Buy more units when markets fall, fewer when they rise — automatically reduces your average cost over time.
📈
Compounding Returns
Your returns earn returns. Even ₹500/month becomes significant wealth over 15–20 years with disciplined SIP.
🛡️
No Market Timing Needed
SIP removes the stress of timing the market. Invest every month, stay invested, and let the market do its work.
💳
Start with Just ₹500
No large capital needed. Start small, increase as your income grows with step-up SIP — fully flexible.
💡 Did you know? Indians who started a ₹5,000/month SIP in 2014 in a diversified equity fund have seen their corpus grow to over ₹25 lakhs by 2024 — on a total investment of just ₹6 lakhs.
₹5,000
12%
10 Years
INVESTED
₹6.0L
WEALTH GAINED
₹5.6L
=
TOTAL VALUE
₹11.6L
🚀 Start My SIP with Yash Wealth
Free Tool

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Tell us your dream — we will tell you exactly how much to invest every month

Plan your retirement corpus to maintain your lifestyle after 60
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Wealth Gained
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Question 1 of 5
How would you feel if your investment dropped 20% in one month?
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💰 Tax Saving Season

Save Up to ₹46,800
in Taxes This Year

Invest in ELSS Mutual Funds under Section 80C and reduce your tax liability while building long-term wealth. Lowest lock-in period of just 3 years among all 80C options.

📊
Deduction up to ₹1,50,000
Under Section 80C of Income Tax Act
⏱️
Only 3 Year Lock-in
Shortest among all 80C tax-saving options
📈
Market-Linked Returns
Historically 12-22% returns vs 7% from PPF/FD
🧮 Quick Tax Saving Calculator
₹10 L
₹1,50,000
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What we will discuss:
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Review your current portfolio
Identify gaps and opportunities in your existing investments
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Set your financial goals
Retirement, education, home — we plan everything
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Personalised SIP plan
Custom fund recommendations based on your profile
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Tax saving strategies
Maximise your 80C deductions and reduce tax liability
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Personalized Investment Report · Yash Wealth · ARN 173948
Amount
Horizon
Risk
Goal
Greeting
Investment summary
Asset allocation
Equity
Debt
Others
Recommended approach
SIP
Systematic monthly
Lump Sum
One-time deployment
Hybrid
Combined strategy
Long-term outlook
Understanding your risk
Closing note
Yash Wealth Advisory Team
IIFL AAA Partner · AMFI Registered MFD
ARN — 173948
Report generated on
Advisor:
⚠️ Important Disclaimer & Disclosures ARN — 173948
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 information in this report is for educational and informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Yash Wealth is an AMFI Registered Mutual Fund Distributor (ARN 173948) and IIFL AAA Partner. We are not a SEBI Registered Investment Advisor (RIA). The returns and projections shown in this report are indicative and based on historical data — actual returns may vary significantly. Investors are advised to consult a SEBI Registered Investment Advisor before making investment decisions. Neither Yash Wealth nor its representatives shall be liable for any direct or indirect losses arising from the use of this report. This report is confidential and prepared exclusively for the named client.
AMFI Registered · ARN 173948 · IIFL AAA Partner · © 2026 Yash Wealth. All rights reserved.
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