DIVERSIFIED INDEX INVESTING

⁠Growth Plus Basket

A longer horizon can give you more time to experience market cycles.

The Growth Plus Basket is designed for investors seeking aggressive growth with a higher risk-reward strategy. It focuses on high-performing index funds.

OBJECTIVE Retirement, Wealth creation, Etc
HORIZON 7 - 12 Years
RISK Very High
DIVERSIFIED INDEX INVESTING
MFnxt

⁠Growth Plus Basket

Maximise Your Returns!

APPROACH Index Investing
FUNDS 4
RISK Very High
HORIZON 7 - 12 Years
Higher exposure to equity markets can mean greater fluctuations in investment value. Market declines can be significant and investors may experience losses, particularly over shorter periods. A longer investment horizon does not guarantee returns or eliminate investment risk.
01 THE STORY
STORY OF THE BASKET

Investing becomes clearer when the goal comes first.

Some investors are comfortable considering greater exposure to equity markets because their financial goals are further away and they understand that market values can fluctuate significantly along the way. Growth Plus Basket is designed around this type of long-term investing consideration.

02 ABOUT THIS BASKET

Why this basket exists.

The Growth Plus Basket provides a structured way to explore a higher equity-oriented index fund exposure within the MFnxt basket framework. Its purpose is to help investors understand the relationship between a longer investment horizon and a higher level of market risk.

HOW IT HELPS

The Aggressive Basket is designed for investors seeking higher growth potential through increased exposure to equity markets. It may experience higher volatility compared to other baskets.

This basket focuses on maximizing long-term capital appreciation while accepting short-term fluctuations.

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

Retirement, Wealth creation, Etc

Considering long-term financial goals with a higher equity-oriented index fund exposure and an understanding of market volatility.

OBJECTIVE Retirement, Wealth creation, Etc
INVESTMENT HORIZON 7 - 12 Years
RISK PROFILE Very 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 have the ability and willingness to remain invested through market cycles and who understand the higher market risk associated with the basket.

THINK CAREFULLY IF

Your circumstances may not align.

Investors with short-term liquidity requirements, low tolerance for market fluctuations, or an expectation of guaranteed returns or capital protection.

RISK CONTEXT

Higher exposure to equity markets can mean greater fluctuations in investment value. Market declines can be significant and investors may experience losses, particularly over shorter periods. A longer investment horizon does not guarantee returns or eliminate investment risk.

05 MFNXT METHODOLOGY

How this basket is structured.

This basket currently includes 4 underlying funds.

The Aggressive Basket is designed for investors seeking higher growth potential through increased exposure to equity markets. It may experience higher volatility compared to other baskets.

This basket focuses on maximizing long-term capital appreciation while accepting short-term fluctuations.

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 Plus Basket, consider its objective, investment horizon, risk profile and whether it fits your financial situation.

Does Retirement, Wealth creation, Etc match your financial goal?
Are you comfortable with the 7 - 12 Years investment horizon?
Are you comfortable with the Very High risk profile?

Higher exposure to equity markets can mean greater fluctuations in investment value. Market declines can be significant and investors may experience losses, particularly over shorter periods. A longer investment horizon does not guarantee returns or eliminate investment risk.