
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.
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.


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