Mutual Funds

Pool your money with other investors and let professional fund managers create a diversified portfolio for long-term wealth creation

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What is a Mutual Fund?

A Mutual Fund is an investment vehicle that pools money from multiple investors and invests in a diversified portfolio of stocks, bonds, money market instruments, and other securities, professionally managed to achieve specific investment objectives.

Key Features

Diversification

Reduces risk by investing in a variety of assets across different sectors and companies.

Professional Management

Handled by experienced fund managers with deep financial expertise and market knowledge.

High Liquidity

Most mutual funds allow easy buying and selling with quick redemption processes.

Affordable Investment

Start investing with small amounts through SIP or lump sum investments.

SEBI Regulated

All mutual funds in India are regulated by SEBI ensuring transparency and investor protection.

AMFI Registered

AMFI Registered means that an individual or entity is registered with the association of mutual funds in India (AMFI)

Types of Mutual Funds

Choose from different fund categories based on your investment objectives and risk appetite

Equity Mutual Funds

Invest primarily in stocks for long-term capital appreciation

Examples:

Large Cap Funds

Mid Cap Funds

Small Cap Funds

Sector Funds

Fund Structure Types

Mutual funds are classified based on their structure and redemption flexibility

Open-Ended Mutual Funds

You can invest or redeem any time
NAV (Net Asset Value) changes daily
Highly liquid and flexible

Closed-Ended Mutual Funds

You can invest only during the New Fund Offer (NFO) period
Locked-in for a fixed time
Traded on stock exchanges

Interval Funds

Combine features of both open and closed-ended funds
Open for buying/selling at specific intervals

Investment Goals

Different mutual funds cater to various investment objectives and time horizons

Growth Funds

Focus on capital appreciation over the long term, mainly investing in equity securities.

Best for: Long-term wealth creation

Income Funds

Aim to provide regular income through dividends or interest payments.

Best for: Regular income generation

Tax-Saving Funds (ELSS)

Provide tax benefits under Section 80C with 3-year lock-in period.

Best for: Tax planning & wealth creation

Liquid Funds

Invest in short-term money market instruments for parking excess funds.

Best for: Short-term fund parking

All Season Bond Funds

An all-season bond fund, is a type of dynamic fund that aims to generate returns by investing across various debt securities with different maturities and durations.

Best for: All Season Bond Funds