Research
What these schemes actually did.
Industry performance data, shown so you can see how a category has behaved. Not a shortlist, and not a recommendation — which is why there is no invest button beside any scheme here.
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Trailing returns
Point-to-point returns for every scheme in a category — one month to since inception — beside the category average and the benchmark.
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SIP returns
What a fixed monthly instalment into each scheme in a category would be worth today, using the scheme's own NAV history.
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Lumpsum returns
What a single investment made at the start of the period would be worth today across the schemes in a category.
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SWP returns
Run a systematic withdrawal against a real scheme's NAV history: what you drew out, what is left, and what the balance did along the way.
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Past performance is not indicative of future returns. Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not an indicator of future returns. 2i WealthPlus Financial Services acts solely as an AMFI-registered Mutual Fund Distributor (ARN: 266652) and earns trailing commissions paid by Asset Management Companies (AMCs) for mutual fund scheme distribution. In compliance with SEBI guidelines, we do not provide SEBI-registered investment advisory or portfolio management services. Figures are supplied by Advisorkhoj and are before exit load and tax. 2i WealthPlus Financial Services is an AMFI-registered distributor, not an investment adviser.