Equity mutual funds have emerged as a preferred investment avenue for individuals seeking long-term wealth creation through stock market investments. This case study explores how an investor successfully leveraged equity mutual funds to achieve significant financial growth.

Mr. Arjun Mehta, a 35-year-old IT professional, had been saving money in fixed deposits and traditional savings accounts. Although these instruments provided safety, the returns were not sufficient to beat inflation. He realized the need to invest in market-linked instruments and decided to explore equity mutual funds as an alternative.