| Scheme Name | Type | CRISIL Rating | 3 Year Returns (%) | 5 Year Returns (%) |
|---|---|---|---|---|
| Birla Sun Life Frontline Equity | Large Cap |  |
13.69 | 20.17 |
| Kotak Emerging Equity | Mid Cap | |
26.90 | 27.40 |
| DSP Blackrock Small & Midcap Fund | Mid Cap & Small Cap |  |
23.36 | 26.40 |
| L&T India Value Fund | Diversified | |
22.84 | 27.73 |
| DSP Blackrock Opportunities Fund | Diversified | |
18.20 | 22.17 |
Mutual Funds are a great investment but with over 10,000 mutual fund schemes from 40 + fund houses, how do you know which one and what amount is the Right One for you?
Speak to us NowData Source: M/S Accord Fintech Pvt.Ltd.
At Moneyfrog, we understand your profile, your preferences, your investment purpose (i.e. Goals); which helps us prepare your life “blue-print” from which we will jointly arrive at your own “Mutual Fund Plan”.
Mutual Fund Plan is an outcome of two separate exercises;
1. An Asset Allocation models based on your data, keeping you in the centre.
2. Shortlisting of the best mutual funds based on scientific analysis, without any bias.
| Asset Allocation Models | Scientific Analysis |
|---|---|
| Based on your data & life Goals. | Funds shortlisted without any bias. |
| Data: Risk tolerance, Cash-flow, Income, Current investments, Future goals etc. | Science: Analytics based on Alpha, Beta, R-squared, Standard deviation, Sharpe ratio etc., along with model portfolios. |
Do you know that most investors forget after the initial investment? Moneyfrog simply helps you follow structured and customized mutual funds plan, so that you always keep track of your GOALS.
At Moneyfrog, we help you shortlist the best performing mutual funds from 10k+ schemes available in the market, offered by 40+ Mutual Fund companies.
| Benefit | Moneyfrog | Other Players |
|---|---|---|
| Human touch | Always speak to Human Experts (CFP). | Do not trust your money with robotic ranking. |
| Products Offered | Mutual Funds, Equity, PMS & other HNI Products.Mutual Fund Dynamic SIP. | Pre-defined portfolios with clear bias. |
| Hybrid model | Online as well as Personalised Services. | Only online. DIY (do it yourself platforms) |
| Taxation | Tax Filing Services. | Only online. DIY (do it yourself platforms) |
Moneyfrog understands you and all your investments and helps you plan accordingly.
At Moneyfrog, we have created investment value packs, based on your need & requirement. You choose & activate your account, on what you want. 100% satisfaction or money back guarantee.
|
INR 9999
all inclusive One time account setup fees
|
INR 24999
all inclusive One time account setup fees
|
|---|---|
| Executive Pack | Uber Pack |
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Commission Disclosure: Mutual Funds transactions, as a regular plan, will involve commission pay-out from AMCs to MCPL, details of same are available on the website/ disclosure.
It’s Simple. Start NowMoneyfrog simply helps you follow structured and customized mutual funds plan.