Mutual Funds

A mutual fund is a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective. Over the past 20 years, mutual funds have become increasingly popular. Once considered an obscure financial instrument, they are now a significant part of everyday investing. Many people view investing as synonymous with buying mutual funds, as they are often seen as a better alternative to letting cash sit idle in a savings account.

Discover the best Mutual Fund tools

Your go-to resource for mutual fund research and analysis to optimize your financial growth.

Advantages of Mutual Fund

Professional Management:

A mutual fund is a relatively inexpensive way for a small investor to get a full-time manager to make and monitor investments.

Diversification:

By owning shares in a mutual fund instead of owning individual stocks or bonds, your risk is spread out.

Economies of Scale:

Because a mutual fund buys and sells large amounts of securities at a time, its transaction costs are lower than you as an individual would pay.

Liquidity:

Just like an individual stock, a mutual fund allows you to request that your shares be converted into cash at any time.

Simplicity:

Buying a mutual fund is easy! Most Companies have their own line of mutual funds, and the minimum investment is small.

Broad Classification of Mutual Fund:

Debt Mutual Funds

 

Hybrid Mutual Funds

 

Equity Mutual Funds

Liquid Funds

 

Conservative Hybrid Funds

 

Large-Cap Funds

Ultra Short Duration Funds

 

Balanced Hybrid Fund

 

Mid-Cap Funds

Low Duration Funds

 

Aggressive Hybrid Funds

 

Small-Cap Funds

Money Market Funds

 

Dynamic Asset Allocation or Balanced Advantage Funds

 

Flexi-Cap Funds

Short Duration Funds

 

Multi Asset Allocation Funds

 

Multi-Cap Funds

Medium Duration Funds

 

Arbitrage Fund

 

Value Funds

Medium to Long Duration Funds

 

Equity Savings Funds

 

Contra Funds

Long Duration Funds

 

Solutions Oriented & Other Funds

 

Dividend Yield Funds

Dynamic Bond Funds

 

Retirement Funds

 

Focused Funds

Corporate Bond Funds

 

Children’s Funds

 

Sectoral/Thematic Funds

Credit Risk Funds

 

Index Funds

 

ELSS (Equity-Linked Savings Scheme) – Tax-Saving Funds

Banking and PSU Funds

 

ETFs

 

Commodity Funds

Gilt Funds

 

Fund of Funds (Overseas/ Domestic)

 

Gold Funds / Silver Funds

Floating Rate Funds

 

International Funds

 

Multi Commodity Funds

For more information, Fix an appointment