Clarity before choice.
Explore funds with useful context around category, risk, consistency, and cost—not just a list of past returns.
Build wealth with a plan you understand.
Explore mutual funds, review your existing investments, and plan important financial goals with personal support from SM Investments.
Mutual Fund Distributor·Based in Solapur·Online and in-person support
Where would you like to begin?
Browse by category, goal, risk, consistency, and cost.
Explore fundsUnderstand overlap, concentration, allocation, and holdings that may need attention.
Review portfolioEstimate what may be needed for retirement, education, a home, or long-term wealth.
Plan a goalExplore mutual funds with more context than past returns.
Browse fund categories, evaluate risk against potential reward, check historical consistency, and understand the costs involved.
| Fund Name | Category | 3Y Return | Consistency | Expense Ratio | Action |
|---|---|---|---|---|---|
| quant Large Cap Fund - Growth Option - Regular Plan | Large Cap | +14.33% | Top 25% | 0.75% | |
| BANK OF INDIA Flexi Cap Fund Regular Plan -Growth | Flexi Cap | +20.14% | Top 25% | 0.75% | |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | Mid Cap | +22.50% | Top 25% | 0.75% |
Explore by Fund House
Browse available schemes from selected fund houses. Display order is for navigation and does not represent a ranking or recommendation.
Mutual funds are central, but they are not the only conversation.
Insurance
Term life and health insurance to protect your dependents and corpus from unexpected events.
Post Office Schemes
Sovereign-backed fixed-income instruments like PPF, NSC, and Senior Citizen Savings Schemes.
Portfolio Management Services (PMS)
Direct equity portfolios managed by professional fund managers for specific thematic or concentrated strategies.
Alternative Investment Funds (AIF)
Privately pooled investment vehicles for sophisticated strategies in real estate, private equity, or structured debt.
Specialised Investment Funds (SIF)
Niche investment opportunities providing access to unlisted space or specific distressed assets.
Estimate what a monthly SIP could grow into.
Adjust the inputs to see an illustrative projection. Actual returns depend on the funds chosen and market conditions.
Illustrative only. Returns are not guaranteed or assured. Mutual fund investments are subject to market risks. This is not personalised financial advice.
Estimated future value
₹23,23,391
After 10 years at 12% p.a.
Total invested
₹12,00,000
Estimated gain
₹11,23,391
Plan a Specific Goal
Retirement, education, home, or long-term wealth
Technology for clarity. A real person when it matters.
Experience across market cycles
We have navigated multiple bull and bear markets, providing perspective that only comes from decades of continuous practice.
Personal assistance
No call centres or chatbots for important decisions. You speak directly with the people managing your relationship.
Goal-based conversations
We do not chase random product returns. Every recommendation is anchored to what you are actually trying to achieve.
Periodic review
Investing is not a one-time transaction. We regularly review your portfolio to ensure it remains aligned with your changing circumstances.
Presence in Solapur
While we support clients online, our physical office in Solapur means we are always accessible when you need face-to-face clarity.
A clear path from question to action.
Tell us what you are planning.
We start by understanding your goals, timeline, risk tolerance, and what you expect from your investments.
Understand your current position.
We review any existing investments to identify overlaps, concentration risks, and alignment with your targets.
Discuss suitable options and trade-offs.
We present a structured plan, explaining why specific funds or products are chosen and what the risks are.
Invest and review periodically.
We help execute the investments through an approved process and schedule regular reviews to track progress.
Not sure where to begin?
Speak with SM Investments about your current portfolio, financial goal, or investment options.