What are Investment Ideas under the Mutual Funds section?

To make choosing the right Mutual Fund easier, we’ve created the Investment Ideas section. It groups funds into simple, goal-based themes - so you can discover the right fund based on what you want to achieve, not just technical categories.


Head to Explore → Investment Ideas to browse funds across popular goals and themes like:


  • Become a Crorepati
  • Save Taxes (ELSS)
  • Ongoing NFOs
  • Invest Globally
  • All-Weather Investing


Each theme curates relevant funds to help you shortlist smarter, faster, and with more confidence.


1. Become a Crorepati: For those who wish to invest for the long term and gain high returns at a lower risk. The category includes equity-linked schemes such as tax-saving funds, large-cap funds and index funds.


This category is based on the idea that if you had invested ₹5,000 every month via SIP for 25 years in an equity mutual fund earning ~13% annually, you could have built a corpus of ₹1+ crore by investing just ₹15 lakh in total.


That’s the power of consistency + time + compounding. You can read more about this idea here.


2. Save Taxes (ELSS): A curated list of top-performing equity mutual funds that help you save up to ₹46,800 in taxes under Section 80C.


3. Ongoing NFOs: A curated selection of currently open New Fund Offers (NFOs) that may be worth considering.


4. Invest Globally: Discover funds that let you invest overseas and diversify your portfolio beyond Indian markets.


5. All-Weather Investing: A balanced approach across equity and debt, designed for low to moderate risk and steadier returns.


Disclaimer: The “Become a Crorepati” investment idea is purely illustrative and is based on historical and assumed rates of return and estimated calculations. Actual returns may vary. Upstox does not assure or guarantee any returns.



  • Once you click on ‘View all ideas’ list of Investment ideas will be shown as below.



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