Grow Your Wealth with
Smart Mutual Fund Investments
Diversified investment strategies designed to help you achieve your financial goals.
Types of Mutual Funds We Offer
Equity Mutual Funds (High Growth)
Invest in equities for long-term wealth creation and higher growth potential.
Debt Mutual Funds (Low to Moderate Risk)
Stable returns through investments in bonds and fixed-income securities.
Hybrid Mutual Funds (Balanced Investment)
Balanced portfolio combining equity and debt for optimised risk and returns.
Solution-Oriented Mutual Funds (Goal Based)
Goal-based funds designed for retirement planning and children’s education.
Other Mutual Fund Categories
Specialised funds including index, ETF, international, and fund-of-funds investments.
Our Simple Investment Process
A structured approach to help you invest wisely and achieve financial goals.
Step 1 : Understanding Your Financial Goals
We begin by understanding your investment objectives and financial priorities.
Step 2 : Risk Profile Analysis
We assess your risk tolerance and investment horizon.
Step 3 : Portfolio Recommendation
Our experts recommend a diversified mutual fund portfolio.
Step 4 : Ongoing Portfolio Monitoring
We regularly review and optimize your portfolio for better performance.
Start Your Investment Journey with SIP
Systematic Investment Plans (SIP) allow you to invest small amounts regularly in mutual funds. SIP helps build long-term wealth through disciplined investing and the power of compounding.
Benefits of SIP
✓ Invest small amounts monthly
✓ Benefit from market averaging
✓ Build wealth over time
✓ Flexible and convenient investing
1. Equity Mutual Funds (High Growth)
Equity mutual funds invest primarily in company stocks to generate long-term capital growth, making them suitable for investors seeking higher returns and wealth creation over extended investment horizons.
Large Cap Funds
Large cap funds invest primarily in well-established companies with large market capitalization. These companies are financially stable and industry leaders, offering relatively lower risk compared to other equity funds while providing steady long-term growth potential.
Mid Cap Funds
Mid cap funds invest in medium-sized companies that have strong growth potential. These businesses are usually in expansion stages, offering higher return opportunities than large cap funds but with slightly higher risk for investors.
Small Cap Funds
Small cap funds invest in smaller companies with significant growth potential. While these companies can deliver high returns over the long term, they also involve higher market volatility and risk compared to large and mid cap funds.
Multi Cap Funds
Multi cap funds invest across large, mid, and small cap companies. This diversified investment approach helps balance risk and return by spreading investments across different company sizes and market opportunities.
Flexi Cap Funds
Flexi cap funds offer flexibility to invest in companies of any market capitalization. Fund managers can dynamically adjust investments between large, mid, and small cap stocks based on market conditions and growth opportunities.
Sectoral / Thematic Funds
Sectoral or thematic funds focus on specific industries or investment themes such as technology, banking, healthcare, or infrastructure. These funds offer high growth potential but carry higher risk due to concentration in one sector.
ELSS (Equity Linked Saving Scheme)
ELSS funds are tax-saving equity mutual funds that offer deductions under Section 80C of the Income Tax Act. They have a mandatory three-year lock-in period while providing opportunities for long-term wealth creation.
2. Debt Mutual Funds (Low to Moderate Risk)
Debt mutual funds invest in fixed-income instruments such as government securities and corporate bonds, offering relatively stable returns with lower risk compared to equity investments.
Liquid Funds
Liquid funds invest in very short-term money market instruments such as treasury bills, commercial papers, and certificates of deposit. They offer high liquidity and relatively low risk, making them suitable for parking surplus funds for short periods.
Ultra Short Duration Funds
Ultra short duration funds invest in debt instruments with slightly longer maturity than liquid funds. They aim to provide better returns than savings accounts while maintaining relatively low risk and high liquidity for short-term investors.
Short Duration Funds
Short duration funds invest in debt securities with a maturity period typically between one to three years. They aim to provide stable returns with moderate risk, making them suitable for investors seeking short to medium-term investment options.
Corporate Bond Funds
Corporate bond funds invest primarily in high-rated bonds issued by companies. These funds aim to generate stable income with relatively lower credit risk while offering better returns compared to traditional fixed-income investments.
Banking & PSU Funds
Banking and PSU funds invest mainly in debt instruments issued by banks, public sector undertakings, and financial institutions. These funds are considered relatively safer due to high credit quality and provide stable income.
Gilt Funds
Gilt funds invest exclusively in government securities issued by the central or state government. They carry minimal credit risk but may be sensitive to interest rate changes, making them suitable for investors seeking high safety.
Credit Risk Funds
Credit risk funds invest in lower-rated corporate bonds to generate higher returns. These funds carry higher credit risk but offer the potential for better yields compared to other debt funds, suitable for experienced investors.
3. Hybrid Mutual Funds (Balanced Investment)
Hybrid mutual funds combine investments in both equity and debt instruments, providing balanced risk and returns while helping investors achieve growth potential along with portfolio stability.
Aggressive Hybrid Funds
Aggressive hybrid funds invest mainly in equities with a smaller portion in debt instruments. They aim to deliver higher growth potential while maintaining some stability through debt investments, making them suitable for investors seeking balanced risk and long-term wealth creation.
Conservative Hybrid Funds
Conservative hybrid funds invest a larger portion in debt securities and a smaller allocation in equities. They aim to provide stable income with limited equity exposure, making them suitable for investors seeking moderate returns with relatively lower market risk.
Balanced Advantage Funds
Balanced advantage funds dynamically adjust investments between equity and debt based on market conditions. This strategy helps manage market volatility while aiming for consistent long-term returns, making them suitable for investors seeking a balanced investment approach.
Dynamic Asset Allocation Funds
Dynamic asset allocation funds actively shift investments between equity and debt depending on market valuations and economic conditions. This flexible strategy aims to reduce risk during market volatility while capturing growth opportunities during favorable market trends.
Multi Asset Allocation Funds
Multi asset allocation funds invest across multiple asset classes such as equity, debt, and gold or commodities. This diversification helps spread risk and improve portfolio stability while offering balanced growth potential over the long term.
4. Solution-Oriented Mutual Funds (Goal Based)
Solution-oriented mutual funds are designed to help investors achieve specific financial goals such as retirement planning or children’s education through disciplined long-term investment strategies.
Retirement Funds
Retirement funds are solution-oriented mutual funds designed to help individuals build a financial corpus for their retirement years. These funds invest in a mix of equity and debt instruments and usually have a lock-in period to encourage disciplined long-term retirement planning.
Children’s Education Funds
Children’s education funds are goal-based mutual funds designed to help parents build savings for their child’s future education and major life milestones. These funds invest in equity and debt instruments and typically include a lock-in period for disciplined investing.
5. Other Mutual Fund Categories
This category includes specialized mutual funds such as index funds, ETFs, international funds, and fund of funds, offering diversified investment opportunities across markets and asset classes.
Index Funds
Index funds are mutual funds that replicate the performance of a specific market index such as Nifty 50 or Sensex. They invest in the same securities as the index, offering low-cost, diversified investment with passive management.
Exchange Traded Funds (ETFs)
Exchange traded funds are market-traded investment funds that track an index, commodity, or sector. They are bought and sold on stock exchanges like shares, offering diversification, liquidity, and lower expense ratios compared to actively managed funds.
Fund of Funds (FoF)
Fund of funds invest in other mutual funds instead of directly investing in stocks or bonds. This structure provides diversified exposure across multiple funds and asset classes, helping investors manage risk through professionally managed portfolios.
International / Global Funds
International or global funds invest in companies and markets outside the investor’s home country. They provide global diversification and exposure to international growth opportunities while helping investors reduce dependence on domestic market performance.
GIFT City Fund
GIFT City funds are investment funds based in India’s international financial hub, allowing investors to access global markets. They offer tax advantages, foreign currency investments, and international diversification, making them suitable for investors seeking global exposure and efficient investment opportunities.
Start Your Mutual Fund Investment Journey Today
At Shravani Wealth, we help you select the right mutual funds and create a well-diversified investment portfolio. Whether you are starting with SIP or planning a long-term investment strategy, our experts are here to guide you at every step of your investment journey.