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Explore Funds

Monitoring existing
Mutual Fund Portfolio

  • Performance comparison of all MF schemes under different categories
  • Detailed insights – scheme wise
  • Portfolio Analytics 
  • Upload e-CAS for Returns Analysis
Upload E-CAS

Manage your investments effortlessly with the SAV Capital app.

  • Track your portfolio including SIPs, explore new opportunities, and make informed financial decisions—all in one place.
  • Seamless onboarding
  • Make Online Transactions in MF Schemes
  • Evaluate various MF scheme categories
  • Upload e-CAS for viewing all MF investments.
Stay tuned for a smarter, seamless investment experience!
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Top Mutual Funds​

Choosing the right mutual fund depends on your financial goals, investment horizon, and risk appetite. Explore top-performing categories curated by SAV Capital.

Explore Funds
Explore NFO

Top Mutual Funds

Know More

Goal Planning

Set your goals, discover your investment style, and receive a tailored list of funds designed to suit your needs.

Know More

Dream House

Child's Education

Child's Marriage

Holiday

Wealth Creation

Lumpsum Investment

Retirement

  Back

Dream House

Calculate your wealth creation

How much do you think your house would cost?

1 K
50 Crs

In how many years do you want to buy the house?

0.5 Year
50 Years

What is the expected rate of return from your investments?

1 %
50 %

What is the expected inflation rate?

0 %
20 %
  Back

Child's Education

Calculate your wealth creation

What is the total amount required for your child’s education?

1 K
50 Crs

By when would you need this amount?

0.5 Year
50 Years

What is the expected rate of return from your investments?

1 %
50 %

What is the expected rate of inflation?

0 %
20 %
  Back

Child's Marriage

Calculate your wealth creation

What is the total amount required for child’s marriage?

1 K
50 Crs

By when would you need this amount?

0.5 Year
50 Years

What is the expected rate of return from your investments?

1 %
50 %

What is the expected rate of inflation?

0 %
20 %
  Back

Holiday

Calculate your wealth creation

How much would your vacation cost?

1 K
50 Crs

When do you want to go on your vacation?

0.5 Year
50 Years

What is the expected rate of return from your investments?

1 %
50 %

What is the expected rate of inflation?

0 %
20 %
  Back

Wealth Creation

Calculate your wealth creation

What is your target goal amount?

1 K
50 Crs

What is your investment period?

0.5 Year
50 Years

What is the expected rate of return from your investments?

1 %
50 %

What is the expected rate of inflation?

0 %
20 %
  Back

Investment

Calculate your wealth creation

How much will you invest?

1 K
50 Crs

What is your investment period?

1 Year
70 Years

What is the expected rate of return from your investments?

1 %
25 %

What is the expected rate of inflation?

0 %
20 %
  Back

Retirement

Calculate your wealth creation

How old are you now?

1 Year
100 Years

At what age do you want to retire?

1 Year
100 Years

What is the target amount required when you retire?

1 K
50 Cr

What are your current savings?

1 K
10 Crs

How much can you save every month?

1 K
10 Crs

Expected rate of inflation

1 %
25 %

What is the expected rate of return from your investments?

1 %
25 %





Disclaimers for Goal Planning Calculators:

  1. This tool has been designed for information purposes only. There is no assurance or guarantee that the goals planned for will be achieved and the same is subject to the investment performance of the schemes.
  2. The objective is to demonstrate the appropriate use of various mutual fund schemes across varying investment time periods. Any investment decisions undertaken for investment in mutual fund schemes shall be at your sole discretion, with prior consultation/advice from an appropriate financial adviser based on your personal financial objectives, needs and risk tolerance.
  3. The calculations should not be construed as promises of assured returns or recommendations for any mutual fund scheme. SAV Capital does not warrant the completeness and accuracy of the calculations and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done relying on the calculator.
KEY FEATURES

Everything you need to manage your investments.

A smarter, simpler way to track, analyse and manage your complete investment portfolio — all in one place.

01
Portfolio Overview
Total Invested ₹ 24,50,000 ▲ 12.4%

Interactive Dashboard

Get a clear, real-time view of your investments with intuitive dashboards built for better decision-making.

  • Asset allocation & amount invested
  • Debt rating exposure & market cap
  • Sector and scheme allocation
02
Category Comparison Equity Debt
Top Insights ✓ ✓ ✓

Insights

Turn portfolio data into meaningful insights with detailed analysis across schemes and categories.

  • Performance comparison across categories
  • Detailed, scheme-wise insights
  • Downloadable monthly factsheets
  • Scheme overlap analysis
03
Asset Class Analysis Equity Debt Hybrid Others
↑
Upload CAS Get a complete view of your portfolio

Portfolio Analytics

Analyse your investments across asset classes and understand the bigger picture of your portfolio.

  • Analysis report across all asset classes
  • Upload CAS for a total portfolio view
  • Portfolio overlap & simulation analysis
04
● My Family
● Self
● Spouse
● Children
● Parents

Family Reporting

Bring investments across your family together and get one consolidated view of the entire portfolio.

  • Group every entity or family member together
  • One consolidated view of group investments
05
Portfolio Statement
↓
PDF
Excel

Online Statements

Access, analyse and export your investment statements whenever you need them.

  • One-click portfolio statements
  • Capital gains/loss — category or scheme-wise
  • Export to Excel or PDF
06
Start Investing ✓ KYC Verification ✓ Investment Details ✓ Review & Confirm
MF Baskets
▥ Conservative Steady growth
▥ Balanced Growth + Stability
▥ Aggressive Higher potential

Online Investment & KYC

Simplify your investment journey with seamless digital onboarding, transactions and risk-aligned MF baskets.

  • Instant onboarding for KYC-compliant investors
  • Online purchase & redemption
  • Pre-filled forms for investment/redemption
  • MF Baskets to match varying risk profiles

Check how your investments can grow over time with different expected returns

How much will you invest?

1 K
5 Cr

What is the expected rate of return from your investments?

1 %
50 %

What is your investment period?

1 Year
50 Years

*Please note that the base rate is the expected rate of return, and high / low return rates are base rate plus / minus 3% respectively.

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    Manage your investments effortlessly with the SAV
    Capital app.

    • Track your portfolio including SIPs, explore new opportunities, and make informed financial decisions—all in one place.
    • Seamless onboarding
    • Make Online Transactions in MF Schemes
    • Evaluate various MF scheme categories
    • Upload e-CAS for viewing all MF investments.

    Stay tuned for a smarter, seamless investment
    experience!

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