LONG-TERM INVESTING

Growth Basket

Some goals need time. Long-term investing starts with understanding that.

The Growth Basket is ideal for investors aiming for higher returns by investing in high-quality, well-diversified index funds that focus on growth-driven sectors.

OBJECTIVE Kids Education, Buying a house, Etc
HORIZON 5 - 10 Years
RISK High
LONG-TERM INVESTING
MFnxt

Growth Basket

Unlock Your Portfolio’s Potential!

APPROACH Index Investing
FUNDS 4
RISK High
HORIZON 5 - 10 Years
Equity-oriented mutual fund investments can experience significant fluctuations in value, including periods of substantial decline. A long investment horizon does not remove market risk or guarantee a positive return. Investors should understand the Riskometer and relevant scheme documents before investing.
01 THE STORY
STORY OF THE BASKET

Investing becomes clearer when the goal comes first.

When a financial goal is many years away, the investor may have more time to remain invested through different market conditions. The Growth Basket is presented for investors considering a longer investment horizon and an equity-oriented index fund approach.

02 ABOUT THIS BASKET

Why this basket exists.

The Growth Basket is designed around long-term investing through the index funds included in the basket. It gives investors a structured way to explore passive investing in the context of a longer financial goal rather than focusing on short-term market movements.

HOW IT HELPS

The Growth Basket focuses on equity index funds to capture long-term market growth. It is designed for relatively high risk investors, though all investments are subject to market risks.

By investing in diversified equity indices, this basket provides exposure to India’s economic growth story.

UNDERLYING FUNDS 4
Learn how Index Funds work
03 YOUR FINANCIAL OBJECTIVE

Start with the goal, not the investment.

Before considering an investment, understand what you are investing for, when you may need the money and whether the approach fits your circumstances.

THIS BASKET IS BUILT AROUND

Kids Education, Buying a house, Etc

Considering long-term financial goals through an equity-oriented index fund and passive investing approach.

OBJECTIVE Kids Education, Buying a house, Etc
INVESTMENT HORIZON 5 - 10 Years
RISK PROFILE High
UNDERLYING FUNDS 4
04 CONSIDER YOUR SITUATION

Could this basket fit your goal?

Use these points as a starting framework. Your decision should consider your financial circumstances, risk tolerance and investment horizon.

YOU MAY CONSIDER IT IF

Your objective aligns with the basket.

Investors considering long-term financial goals who understand equity market volatility and whose risk appetite and investment horizon are consistent with the basket characteristics.

THINK CAREFULLY IF

Your circumstances may not align.

Investors who may need the invested money in the short term, cannot tolerate significant market fluctuations, or are looking for assured returns or guaranteed capital protection.

RISK CONTEXT

Equity-oriented mutual fund investments can experience significant fluctuations in value, including periods of substantial decline. A long investment horizon does not remove market risk or guarantee a positive return. Investors should understand the Riskometer and relevant scheme documents before investing.

05 MFNXT METHODOLOGY

How this basket is structured.

This basket currently includes 4 underlying funds.

The Growth Basket focuses on equity index funds to capture long-term market growth. It is designed for relatively high risk investors, though all investments are subject to market risks.

By investing in diversified equity indices, this basket provides exposure to India’s economic growth story.

Goal-based framework
Defined index exposure
Investment horizon considered
Risk and suitability awareness
06 LEARN BEFORE YOU INVEST

Understand first. Decide later.

Learn the basics of index funds, passive investing and market indices before making an investment decision.

01

Index Fund Basics

Understand what index funds are, how they work and their key characteristics.

Learn more
02

Passive Investing

Learn the principles behind passive and index-based investing.

Learn more
03

Nifty & Market Indices

Understand Nifty 50, Nifty Next 50 and other market indices.

Learn more
07 BEFORE YOU DECIDE

Understand the basket. Then decide.

Before investing in Growth Basket, consider its objective, investment horizon, risk profile and whether it fits your financial situation.

Does Kids Education, Buying a house, Etc match your financial goal?
Are you comfortable with the 5 - 10 Years investment horizon?
Are you comfortable with the High risk profile?

Equity-oriented mutual fund investments can experience significant fluctuations in value, including periods of substantial decline. A long investment horizon does not remove market risk or guarantee a positive return. Investors should understand the Riskometer and relevant scheme documents before investing.