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our mission
at fundpe, we simply want to make investing a little easier for everyone. we believe that with the right guidance and tools, anyone can start to grow their wealth. our mission is to offer accessible investment strategies that suit your personal goals and circumstances, no matter where you are in your financial journey. we aim to support you with honest, straightforward advice to help you feel confident in your decisions.

our goal
our goal is to walk alongside you as you work toward your financial dreams. whether you're just starting to invest or have been at it for a while, we’re here to provide simple, thoughtful advice that suits your needs. we don’t have all the answers, but we’re committed to listening, understanding your goals, and helping you take small, steady steps towards building your wealth.

investments / mutual funds are subject to market risks. please read all scheme-related documents carefully before investing your wealth. past performance is not indicative of future returns. please consider your specific investment requirements before choosing a mutual fund or designing a portfolio that suits your needs.

we do not charge any additional investment, advisory, or profit-sharing fees on distribution of financial products. your investments \ risk cover \ credit requirements are directly placed in the amc (asset management company) fund houses, insurance companies, and lending entities, and we earn a commission from the fund \ insurance \ lending entities house either directly by us or through our associated partner networks, ensuring you get the best services without hidden costs.

fundpe is a brand owned by AXELA VENTURES PRIVATE LIMITED.

we help you choose the right funds for your portfolio from the following options, keeping in mind that performance is just one factor. equally important are your individual investor personality, risk tolerance, and ability to stay the course. aligning these aspects will help ensure that your investment journey remains consistent and focused on long-term wealth creation. 

1. equity mutual funds
   these funds invest primarily in stocks and aim for capital appreciation, suitable for investors with higher risk tolerance.

   • large-cap funds
     time horizon: >3 years; invests in large, established companies with stable growth. ideal for conservative investors seeking stability.

   • large and midcap funds
     time horizon: >3 years; combines large and mid-cap stocks to offer a balance of stability and growth.

   • mid-cap funds
     time horizon: >3 years; focuses on mid-sized companies with higher growth potential but more volatility.

   • small-cap funds
     time horizon: >3 years; invests in small, emerging companies with high growth potential, but comes with increased risk.

   • flexicap funds
     time horizon: >3 years; a diversified portfolio that can invest in large, mid, or small-cap stocks based on market conditions, offering flexibility.

   • value funds
     time horizon: >3 years; focuses on undervalued stocks that are expected to grow in the long run, suitable for long-term investors.

   • sectoral/thematic funds
     time horizon: >3 years; invests in a specific sector (e.g., technology, healthcare) or theme (e.g., sustainability). can provide high returns but with sector-specific risk.

   • banking sector funds
     time horizon: >3 years; invests in banking and financial services stocks, capitalizing on the growth of financial institutions.

   • pharmaceutical sector funds
     time horizon: >3 years; focuses on pharmaceutical and healthcare companies, benefiting from the growing demand for health-related services and products.

   • consumption sector funds
     time horizon: >3 years; invests in consumer goods, retail, and entertainment sectors, benefiting from growing consumer demand.

2. debt mutual funds
   these funds invest in fixed-income securities, suitable for conservative investors seeking stable returns.

   • long-term debt funds
     time horizon: >1 year; invests in long-duration bonds with higher yields, suitable for those seeking steady returns with moderate risk.

   • short-term debt funds
     time horizon: >1 month; aims to provide moderate returns with lower risk, investing in short-term bonds and government securities.

   • hybrid funds (debt-oriented)
     time horizon: >3 years; combines debt and equity investments to offer a balance between risk and return.

3. specialty mutual funds
   these funds target specific investment goals or styles.

   • shariah-compliant funds
     time horizon: >3 years; invests in stocks that comply with shariah law, focusing on ethical investing in sectors like technology and finance.

   • retirement funds
     time horizon: >3 years; designed to help investors save for retirement, typically with a mix of growth and income-generating assets.

   • tax-saving elss funds
     time horizon: >3 years; offers tax benefits under section 80c of the income tax act while investing in equities for long-term capital appreciation.

4. passive funds
   these funds track an index or benchmark and are designed for investors seeking to match market returns.

   • index funds
     time horizon: >3 years; follows a particular index (like nifty or sensex) and aims to mirror its performance, offering a cost-effective way to invest in broad market indices.

   • exchange-traded funds (etfs)
     time horizon: >3 years; a type of index fund that trades on the stock exchange like a stock, providing liquidity and low costs.

5. commodity and gold funds
   these funds invest in commodities or precious metals like gold.

   • gold mutual funds
     time horizon: >3 years; invests in gold or gold-related assets, serving as a hedge against inflation and currency fluctuations.

   • commodity funds
     time horizon: >3 years; invests in various commodities (like oil, metals, and agricultural products), offering diversification and protection against market volatility.

6. global and international funds
   these funds invest in markets outside india, offering global diversification.

   • international mutual funds
     time horizon: >3 years; provides exposure to global markets, offering international diversification for investors seeking to expand beyond indian markets.

   • global equity funds
     time horizon: >3 years; invests in stocks from both developed and emerging global markets.

   • foreign equity funds
     time horizon: >3 years; focuses on investing in foreign equity markets, providing geographic diversification for investors.