MUTUAL FUNDS & SYSTEMATIC PLANS
Harness the exponential power of compounding. Build long-term wealth across India's premier mutual funds — from aggressive equity compounding to tax-saving ELSS and capital-preserving debt funds.
Product Spectrum
We help you construct a scientifically balanced mutual fund portfolio matching your time horizon, financial goals, and risk tolerance.
Target aggressive capital appreciation over 5–10+ year horizons. Choose from Large Cap stability, Mid & Small Cap outperformance, and dynamic Flexi Cap strategies.
Preserve capital and generate steady yields with T+1 liquidity. Perfect for emergency funds, short-term milestones, and short-term surplus liquidity parking.
Save up to ₹46,800 in annual income tax under Section 80C with the shortest mandatory lock-in period (3 years) and high long-term compounding potential.
Dynamic asset allocation that automatically shifts between equity and debt based on market valuations, offering smooth returns and downside hedging.
Low-cost passive investing tracking the Nifty 50, Sensex, and Next 50 benchmarks with ultra-low expense ratios and zero fund manager bias.
Automate regular monthly cash flows for post-retirement living or supplemental income with superior tax efficiency compared to traditional interest income.
Mathematical Compounding
Albert Einstein famously called compound interest the eighth wonder of the world. In equity mutual funds, small systematic contributions snowball into substantial life-changing sums over time.
| Monthly SIP | 10 Years (12%) | 15 Years (12%) | 20 Years (12%) |
|---|---|---|---|
| ₹5,000 / mo | ₹11.6 Lakh | ₹25.2 Lakh | ₹49.9 Lakh |
| ₹10,000 / mo | ₹23.2 Lakh | ₹50.5 Lakh | ₹1.00 Crore |
| ₹25,000 / mo | ₹58.1 Lakh | ₹1.26 Crore | ₹2.50 Crore |
Regulatory Updates
Clear, up-to-date taxation rules applicable to equity, debt, and hybrid mutual fund investments.
Applicable on holding periods > 12 months. First ₹1.25 Lakh gains per financial year are 100% tax-exempt.
Applicable on holding periods < 12 months for equity and equity-oriented mutual fund schemes.
Gains are added to your taxable income and taxed at applicable marginal income tax slab rates.
Join thousands of families building disciplined wealth with Sunrise MFD.
