| Investment | Type | Returns (Avg) | Risk | Tax Benefit | Lock-in | Liquidity | Min. Inv. | Action |
|---|---|---|---|---|---|---|---|---|
| Mid Cap Equity Funds | Equity | 15% 10-20% | High | LTCG | None | High | ₹500 | |
| ELSS Mutual Funds | Equity | 14% 10-18% | High | 80C (₹1.5L) | 3 years | Medium | ₹500 | |
| Index Funds | Equity | 12% 10-15% | Medium | LTCG | None | High | ₹500 | |
| Large Cap Equity Funds | Equity | 11% 8-14% | Medium | LTCG | None | High | ₹500 | |
| REITs | Real Estate | 10% 8-12% | Medium | Dividend | None | Medium | ₹10000 | |
| Gold ETF | Commodity | 9% 6-12% | Medium | LTCG | None | High | ₹100 | |
| PPF | Fixed Income | 7.5% 7-8% | Very Low | 80C + EEE | 15 years | Low | ₹500 | |
| Debt Funds | Fixed Income | 7.5% 6-9% | Low | Indexation | None | High | ₹500 | |
| NSC | Fixed Income | 7% 6-7.5% | Very Low | 80C | 5 years | Low | ₹1000 | |
| Fixed Deposits | Fixed Income | 6% 5-7% | Very Low | None | Varies | Medium | ₹1000 |