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Tenure Linked Investments

Choosing the right category of funds based on investment horizon is the key to investing success! That's why we have customized plans for your investment needs of 1 day to any period.

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Top 100 Funds

Choosing the right and top Mutual Funds is now as easy as 123! You can now select top mutual funds from any category and invest in the one suiting your risk profile and investment needs.

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Link Investments to Goals

Linking your old investments to a future financial goal can make a huge difference to your financial life. Give direction to your investments by linking to goals and track them on our portfolio tracker.

Mutual Fund Research - Most advanced tools for decision making

Top Performing Mutual Funds
Scheme Name 1 Year Return(%) 3 Years Return(%) 5 Years Return(%)
DSP Natural Resources And New Energy Fun... -2.34 27.81 24.78
MOFN100... - 23.67 21.74
L&T Emerging Businesses Fund - Regular P... 0.82 20.82 -
SBI Banking and Financial Services Fund ... 7.39 20.05 -
HDFC Small Cap Fund - Regular Growth Pla... 12.58 19.75 23.15
Top Performing Systematic Investment Plan
Scheme Name Invested Amount Current Value Return(%)
ICICI Prudential Multicap Fund - Growth... 36000 38001.3 12.32
UTI - Equity Fund-Growth Option... 36000 37709.72 10.5
Parag Parikh Long Term Equity Fund - Reg... 36000 37657.22 10.17
Mirae Asset India Equity Fund - Growth P... 36000 37173.54 7.17
Canara Robeco Equity Diversified Fund - ... 36000 36693.87 4.21
Top Mutual Funds in India - Lump sum returns
Scheme Name Invested Amount Current Value Annualized Return (%)
Invesco India Multicap Fund - Growth Opt... 10000 29731.98 24.79
Aditya Birla Sun Life Equity Fund - Grow... 10000 27429.08 22.76
Mirae Asset India Equity Fund - Growth P... 10000 26739.53 22.13
SBI Magnum Multicap Fund - Regular Plan ... 10000 26544.86 21.95
Principal Multi Cap Growth Fund-Growth O... 10000 26014.6 21.45

It is time to plan and reach your goals!

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Your Investment Tracker

01. Plan - Invest - Track

Plan and track all your investments at one place - on your customized dashboard with online access.

02. Goal-based investing

Our Robo Advisory tools help you create investment plans based on your goals and track real time.

03. Invest online at your ease

We empower you to invest online from the comfort of your home. No paper work. No form filling.

04. Consolidation of assets

We help you consolidate all your assets and liabilities in one place and have a single view.

05. Know your net-worth

At a glance you know what are your assets and liabilities.

06. Review your investments

Our intelligent tools help you rebalance and review your portfolio and signal exits, if required.

07. Alerts & notifications

No need to keep any record. Extract the most from your account. Get alerts when something needs your attention.

What Our Customers Say

"

It is easy to use the website of Swaraj Wealth and the portfolio tracker is very convenient for investing. Swaraj Wealth helped me sort out my previous investments and streamlined them into goals through a comprehensive Robo goal planning module.

Col. Venktesh Subbaih

Jabalpur

"

Swaraj Wealth gives direction to your saving habit. I was searching for a good mutual fund advisor as I did not invest anywhere because of the complexity if investment process. After visiting Swaraj Wealth, I feel it is very easy to invest under their guidance and thus I did my first Mutual Fund investment in life through Swaraj Wealth.

Col. Alok Jain

Bangalore

"

Even though I had always wanted to invest in mutual funds, but never knew where and how to start!. I am thankful that I chanced upon Swaraj Wealth and I am really happy with their services and investment advice. It is a great learning experience for novice people like me.

Mr. Abhay Shandilya

Jabalpur

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