How to Start Investing in Mutual Funds
We at RupeeVest, have made investing in mutual funds simpler and hassle-free. RupeeVest Investment Solutions offers tailor made portfolios of mutual funds to help users achieve various investment goals, which can be further customized to suit their specific requirements. Investors without much knowledge about various financial products can also use it with ease.

Asset Allocation based Portfolios:
Asset allocation is one of the key ingredients of a successful investment strategy. It simply means how to spread your money across stocks and bonds which are the mainstream asset classes.
We developed this tool to ensure that you receive the information and insights needed to find the best asset allocation for your particular situation. We have outlined the key historical statistics of various combinations of equity and debt market performance of India, so you can select a portfolio which represents your return expectations and risk tolerance.

Goal based portfolios help you to invest professionally based on your individual thinking process or specific goals instead of having to do your own research to build your portfolio from scratch.
It helps you invest into the right portfolio of mutual funds, without the complexity and noise. You can choose from a variety of goals like wealth creation, tax saving investing, child’s education, etc. based on your preferences.

Once you select any portfolio from the above, you can see the mutual funds selected in that portfolio and its performance over various time periods. You can also see the relevant fund details and the combined portfolio of all the funds.

Any chosen portfolio can be further customised by changing the default mutual funds or weight allocated to each fund, to help you manage risk and return in a way that makes you most comfortable.

Alternatively, you can select the top performing mutual funds in any category from Mutual Funds Screener | RupeeVest. Here, you can select funds on various parameters like:
- Fund Details (expense ratio, exit load, etc.)
- Return Statistics (6 months, 1 year, 3 years, etc.)
- Key Ratios (beta, alpha, etc.)
- Portfolio Attributes (turnover ratio, average maturity, etc.)
- Preference for any fund house or fund manager
- Annual, quarterly or monthly historical returns

Hope it helps!