First Time Investor

For new investors building wealth

Min. Investment

₹ 10,000

Absolute Return (3Y)

+ 56.3%

ABOUT THE RING

First Time Investors is a thoughtfully crafted mutual fund portfolio tailored for individuals who are just starting their investment journey. It prioritizes simplicity, safety, and steady growth by combining large-cap equity funds with hybrid funds, offering the right balance between return potential and risk control.

This basket focuses on building investor confidence through exposure to well-established, diversified funds that are less volatile and easier to understand. With expert curation and regular reviews, it enables new investors to develop disciplined investing habits while gradually growing their wealth. Whether you're starting small or testing the waters, this portfolio helps you step into mutual fund investing with clarity and control.

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FAQ’s

Frequently Asked Questions about Rings

What is the minimum investment required for the First Time Investor basket?

The minimum investment for the First Time Investor basket is ₹ 10,000. This threshold allows investors to access a well-researched, diversified portfolio focused on India’s long-term growth story.

What kind of returns can I expect from the First Time Investor basket?

Over the past 3 years, the First Time Investor basket has delivered an absolute return of 56.3%. Please note that mutual fund investments are subject to market risks, and past performance is not indicative of future returns.

Which sectors does the First Time Investor basket focus on?

First Time Investor focuses on sectors that are central to India’s economic growth—infrastructure, manufacturing, financial services, and technology—making it a future-forward investment choice.

Who should consider investing in the First Time Investor basket?

This basket is ideal for investors with a moderate to high risk appetite, looking to benefit from India’s structural economic shifts such as urbanisation, digitalisation, and consumption growth. It’s best suited for a long-term investment horizon.

How is the First Time Investor portfolio structured?

The portfolio blends large-cap stability and mid-/small-cap growth potential.

Is the First Time Investor basket actively managed?

Yes, the First Time Investor basket is curated with disciplined research and active monitoring to ensure the portfolio stays aligned with India’s evolving growth story and macroeconomic trends.