GOAL-BASED INVESTING

Goal-Based Index Fund Baskets

MFnxt provides goal-based baskets built around different financial goals, investment horizons and risk profiles. Each basket brings together selected index funds so you can review an approach before deciding whether it fits your circumstances.

Finozone Investech Private Limited AMFI Registered Mutual Fund Distributor | ARN-300764
01
EMERGENCY PLANNING

Emergency Basket

A goal-based basket of overnight and liquid index funds, organised around a short investment horizon and liquidity-related planning.

Risk Low
Ideal For Medical Emergency, Job Loss, School Fees, Insurance Premiums, Etc
Holding period 0.6 - 1 Years.
Funds 2 Index Funds
Explore Emergency Basket
02
GOAL-BASED INVESTING

Secured Basket

An index-fund basket organised around a 1–3 year horizon and a lower-risk-oriented profile within MFnxt’s basket framework.

Risk Low
Ideal For Buying Phone, Vacation, Etc
Holding period 1 - 3 Years.
Funds 2 Index Funds
Explore Secured Basket
03
BALANCED APPROACH

Stable Basket

An index-fund basket organised around medium-to-long-term goals such as education or a wedding, with a Moderate risk profile in MFnxt’s framework.

Risk Moderate
Ideal For Wedding, Higher education, Etc
Holding period 2 - 5 Years.
Funds 2 Index Funds
Explore Stable Basket
04
LONG-TERM INVESTING

Growth Basket

An equity-oriented index-fund basket organised around longer-term goals, with a High risk profile in MFnxt’s framework.

Risk High
Ideal For Kids Education, Buying a house, Etc
Holding period 5 - 10 Years
Funds 4 Index Funds
Explore Growth Basket
05
DIVERSIFIED INDEX INVESTING

Growth Plus Basket

An equity-oriented index-fund basket with a Very High risk classification, organised around a longer investment horizon.

Risk Very High
Ideal For Retirement and other long-horizon goals
Holding period 7 - 12 Years
Funds 4 Index Funds
Explore Growth Plus Basket
06
MARKET-BASED APPROACH

Momentum Basket

An index-fund basket based on a momentum-oriented index methodology, with a Very High risk classification and a long investment horizon.

Risk Very High
Ideal For Retirement and other long-horizon goals
Holding period 10 - 15 Years
Funds 2 Index Funds
Explore Momentum Basket
HOW BASKETS WORK

Start with the goal, then review the basket.

Each MFnxt basket is organised around a financial objective, an investment horizon and a stated risk profile. The basket pages explain the approach, the intended use and the number of underlying index funds so you can compare options before making a decision.

Basket construction follows MFnxt’s fund evaluation framework. Inclusion of a basket or an underlying scheme is informational and does not mean that basket is suitable for every investor.

This page is an overview of MFnxt goal-based index fund baskets. It is not investment advice and not a ranking or recommendation of any basket. Your decision should consider your financial circumstances, risk tolerance and investment horizon.

MFnxt is an AMFI-registered Mutual Fund Distributor vide ARN-300764 and operates in accordance with applicable regulatory requirements and the AMFI Code of Conduct. The legal entity is Finozone Investech Private Limited. MFnxt is not an Asset Management Company and is not a SEBI Registered Investment Adviser.

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future returns. Investments made through the platform are subject to the terms, conditions and processes of the respective Asset Management Companies.