BALANCED APPROACH

Stable Basket

A balanced approach for investors who want to keep the goal in focus.

This basket focuses on steady growth to help fund your Kids education, providing you with peace of mind for their future.

OBJECTIVE Wedding, Higher education, Etc
HORIZON 2 - 5 Years.
RISK Moderate
BALANCED APPROACH
MFnxt

Stable Basket

Smart Investing, Steady Returns!

APPROACH Index Investing
FUNDS 2
RISK Moderate
HORIZON 2 - 5 Years.
The Stable Basket remains a market-linked mutual fund investment and can experience changes in value. The basket name should not be interpreted as a promise of stable returns or capital protection. Investors should review the current basket information, underlying scheme Riskometers and relevant scheme documents before investing.
01 THE STORY
STORY OF THE BASKET

Investing becomes clearer when the goal comes first.

Financial goals do not all require the same investment approach. Some investors may want to participate in market-linked investments while keeping their investment objective, time horizon and risk profile clearly in view. The Stable Basket is designed around this kind of balanced investing consideration.

02 ABOUT THIS BASKET

Why this basket exists.

The Stable Basket provides a structured way to explore index funds around a defined financial objective and investment horizon. Rather than focusing on a particular return outcome, the basket brings attention to the relationship between the goal, the time available and the level of investment risk.

HOW IT HELPS

The Stable Basket is designed to provide a balance between growth and stability through diversified index exposure. It aims to deliver consistent performance over time while managing market fluctuations.

This basket blends risk and return effectively, making it suitable for investors looking for predictable long-term investment behavior.

UNDERLYING FUNDS 2
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

Wedding, Higher education, Etc

A structured approach to investing around medium-to-long-term financial goals while keeping risk, time horizon and index-fund exposure in consideration.

OBJECTIVE Wedding, Higher education, Etc
INVESTMENT HORIZON 2 - 5 Years.
RISK PROFILE Moderate
UNDERLYING FUNDS 2
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 a medium-to-long-term financial objective and looking for an index-fund-based approach that matches the stated characteristics of the basket.

THINK CAREFULLY IF

Your circumstances may not align.

Investors who require guaranteed outcomes, guaranteed returns or capital protection, or investors whose financial circumstances, risk appetite or investment horizon do not align with the basket.

RISK CONTEXT

The Stable Basket remains a market-linked mutual fund investment and can experience changes in value. The basket name should not be interpreted as a promise of stable returns or capital protection. Investors should review the current basket information, underlying scheme Riskometers and relevant scheme documents before investing.

05 MFNXT METHODOLOGY

How this basket is structured.

This basket currently includes 2 underlying funds.

The Stable Basket is designed to provide a balance between growth and stability through diversified index exposure. It aims to deliver consistent performance over time while managing market fluctuations.

This basket blends risk and return effectively, making it suitable for investors looking for predictable long-term investment behavior.

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

Does Wedding, Higher education, Etc match your financial goal?
Are you comfortable with the 2 - 5 Years. investment horizon?
Are you comfortable with the Moderate risk profile?

The Stable Basket remains a market-linked mutual fund investment and can experience changes in value. The basket name should not be interpreted as a promise of stable returns or capital protection. Investors should review the current basket information, underlying scheme Riskometers and relevant scheme documents before investing.