“Mutual Funds Family"
About Mutual Funds
Mutual Funds are trusts that pool money from multiple investors and invest in securities such as bonds, stocks, and short-term debt. The portfolio is a combined holding of a mutual fund. Investors buy UNITS in mutual funds.
All investments hold some risk, but mutual funds are generally considered a safer investment than purchasing individual stocks. Since mutual funds hold other company stocks under one investment, they offer more diversification than owning one or two individual stocks.
There are four broad different types of mutual funds: fixed income (bonds), money market funds (short-term debt), Equity (stocks), or both stocks and bonds (balanced or hybrid funds).
The answer is yes if you are doubting whether a mutual fund can lose money, as some categories of mutual funds are more volatile, which means that while offering high returns, they can also offer higher risks. If you think you are not at risk, analyze the performance of mutual funds from other categories. Most mutual funds are liquid investments. That is, you can withdraw at any time.
Mutual funds are a safe investment if properly understood. While investing in equity funds investors should not be worried about the short-term fluctuation in returns. You should choose the correct mutual fund, which is in synchronization with your investment goals and invest with a long-term horizon
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Blue chip funds are equity mutual funds that invest in stocks of companies with large market capitalization. These are well-established companies with a track record of performance over some time. However, as per SEBI norms on mutual fund categorization, you don't have an official category called Blue Chip funds
Fund of Funds
Solution Oriented Plan
International Funds
The Fund of Funds is a good investment for small investors who do not want to take higher risk. The diversification of funds helps to lower the risk. The Fund of Funds is also a great medium of investment in this kind of mutual funds for an investor with small amounts of funds available for investment each month.
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International Funds
Solution Oriented Plan
International Funds
Geographic diversification in the investor's portfolio is The major benefit of investing in international mutual funds. Investing in foreign markets helps to recover from the current local market catastrophe. There is a greater probability of long term growth in global markets.
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Solution Oriented Plan
Solution Oriented Plan
Solution Oriented Plan
Solution Oriented Schemes are close-ended funds with a lock-in period of five years. Accordingly, these funds are appropriate for investors who are looking for investment for a longer duration investment with a explicit objective in mind. Investors can enjoy tax saving by investing in solution-oriented funds.
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Aggressive Hybrid Funds
Aggressive Hybrid Funds
Aggressive Hybrid Funds
Hybrid funds normally invest in both debt and equity instruments to achieve diversification and avoid the concentration risk. A perfect balance of the two offers higher returns than a regular debt fund and not risky as equity funds. The choice of a hybrid fund depends on your risk appetite and investment objective.
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Hybrid funds normally invest in both debt and equity instruments to achieve diversification and avoid the concentration risk. A perfect balance of the two offers higher returns than a regular debt fund and not risky as equity funds. The choice of a hybrid fund depends on your risk appetite and investment objective.
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Balanced Hybrid Funds
Aggressive Hybrid Funds
Aggressive Hybrid Funds
The major benefits of investing in a balanced fund are simplicity and diversification. Balanced funds usually rebalance back to a target stock/bond mix, saving investors time and the stress of portfolio management. A balanced mutual fund can rationalize investment decisions.
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The major benefits of investing in a balanced fund are simplicity and diversification. Balanced funds usually rebalance back to a target stock/bond mix, saving investors time and the stress of portfolio management. A balanced mutual fund can rationalize investment decisions.
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US Technology Funds
Aggressive Hybrid Funds
US Technology Funds
Mutual Funds which invest principally in technology companies are also usually known as technology funds. Such Funds can invest in both debt and equities of these companies. Technology Mutual Funds, or IT Sector Mutual Funds, produced stellar returns in the calendar year 2020 and 2021, delivering average returns of 59.4% and 67.3%, resp
Mutual Funds which invest principally in technology companies are also usually known as technology funds. Such Funds can invest in both debt and equities of these companies. Technology Mutual Funds, or IT Sector Mutual Funds, produced stellar returns in the calendar year 2020 and 2021, delivering average returns of 59.4% and 67.3%, respectively.
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Energy Fund
Consumption Fund
Digital Fund
The portfolio of this sectorial thematic energy funds is dominated by equities of companies whose economic activities revolve around production, development, discovery, and distribution of natural resources, energy, mining, and so on.
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The portfolio of this sectorial thematic energy funds is dominated by equities of companies whose economic activities revolve around production, development, discovery, and distribution of natural resources, energy, mining, and so on.
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Digital Fund
Consumption Fund
Digital Fund
This is a fund that invests primarily in shares of companies in the information technology sector. Category returns for the same time duration are:42.51% (1yr), 36.52% (3yr) and 30.51% (5yr).
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This is a fund that invests primarily in shares of companies in the information technology sector. Category returns for the same time duration are:42.51% (1yr), 36.52% (3yr) and 30.51% (5yr).
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Consumption Fund
Consumption Fund
Consumption Fund
As the name suggests, these funds invest in sectors that are consumption-oriented. Some of the consumption-oriented sectors are Automobiles, FMCG (Fast-moving Consumer Goods), Consumer Durables, Telecom, Financial Services, etc.
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As the name suggests, these funds invest in sectors that are consumption-oriented. Some of the consumption-oriented sectors are Automobiles, FMCG (Fast-moving Consumer Goods), Consumer Durables, Telecom, Financial Services, etc.
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Sectoral-Banking Mutual Funds
Sectoral-Banking Mutual Funds
Sectoral-Banking Mutual Funds
Banking funds are those Mutual Funds that invest the typically of their funds in the Banking and Financial Services sector.
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Tax Saving FUND- ELSS
Sectoral-Banking Mutual Funds
Sectoral-Banking Mutual Funds
An equity-linked savings scheme or ELSS is a special mutual fund class that offers tax rebate under Section 80C of the Income Tax Act, 1961. You can claim tax deductions of up to Rs 1.5 lakh a year by investing in any ELSS Fund. ELSS mutual funds have the potential to generate the highest returns among all Section 80C investments.
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An equity-linked savings scheme or ELSS is a special mutual fund class that offers tax rebate under Section 80C of the Income Tax Act, 1961. You can claim tax deductions of up to Rs 1.5 lakh a year by investing in any ELSS Fund. ELSS mutual funds have the potential to generate the highest returns among all Section 80C investments.
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Flexi cap Funds
Sectoral-Banking Mutual Funds
Flexi cap Funds
A flexi-cap fund is a kind of mutual fund that is not restricted to investing in companies with a predetermined market capitalization. A flexi-cap fund can provide the fund manager with greater investment selections and diversification possibilities.
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A flexi-cap fund is a kind of mutual fund that is not restricted to investing in companies with a predetermined market capitalization. A flexi-cap fund can provide the fund manager with greater investment selections and diversification possibilities.
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Focused Funds
Large cap Funds
Large cap Funds
A focused fund is a mutual fund that holds only relatively lesser variety of stocks or bonds that are similar along some measurement. By definition, a focused mutual fund concentrations on limited number stocks in a limited number of sectors, rather than holding a broad or diversified mix of positions.
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A focused fund is a mutual fund that holds only relatively lesser variety of stocks or bonds that are similar along some measurement. By definition, a focused mutual fund concentrations on limited number stocks in a limited number of sectors, rather than holding a broad or diversified mix of positions.
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Large cap Funds
Large cap Funds
Large cap Funds
Large Cap funds are comparatively safer form of equity investments as they are known to withstand bear markets. With a good investment prospect, Large Cap funds can deliver sound and stable returns.
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Large Cap funds are comparatively safer form of equity investments as they are known to withstand bear markets. With a good investment prospect, Large Cap funds can deliver sound and stable returns.
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Mid cap Funds
Large cap Funds
Mid cap Funds
As per Sebi standards, mid cap schemes are mandated to invest in companies that are between 101 and 250 in market capitalization. These companies can be frontrunners of tomorrow. That's what marks them great bets. If these companies live up to the promise, the market will reward investors abundantly.
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As per Sebi standards, mid cap schemes are mandated to invest in companies that are between 101 and 250 in market capitalization. These companies can be frontrunners of tomorrow. That's what marks them great bets. If these companies live up to the promise, the market will reward investors abundantly.
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Small cap Funds
Small cap Funds
Small cap Funds
The top small-cap mutual funds are linked with higher risk levels compared to mid-cap and large-cap funds over the short and medium term. However, they can generate substantial returns and even outperform other equity-oriented funds over the long term.
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The top small-cap mutual funds are linked with higher risk levels compared to mid-cap and large-cap funds over the short and medium term. However, they can generate substantial returns and even outperform other equity-oriented funds over the long term.
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Index Funds
Small cap Funds
Small cap Funds
An index is a cluster of securities that define a particular market segment. Since index funds track a precise index, they fall under passive fund management. Under passively fund management, the securities traded are reliant on on the underlying benchmark. Moreover, passively managed funds do not require a dedicated team of research anal
An index is a cluster of securities that define a particular market segment. Since index funds track a precise index, they fall under passive fund management. Under passively fund management, the securities traded are reliant on on the underlying benchmark. Moreover, passively managed funds do not require a dedicated team of research analysts to identify opportunities and pick the most-suited stock.
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Multi Asset Funds
Gold Bond and Gold Funds
Gold Bond and Gold Funds
The real benefit of multi-asset funds is diversification: Investing in diverse asset classes may moderate the risk exposure. This means that the high volatility of an asset class like equities is well-adjusted with debt and gold exposure.
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The real benefit of multi-asset funds is diversification: Investing in diverse asset classes may moderate the risk exposure. This means that the high volatility of an asset class like equities is well-adjusted with debt and gold exposure.
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Gold Bond and Gold Funds
Gold Bond and Gold Funds
Gold Bond and Gold Funds
Safe Investment Opportunity – Gold funds are one of the safest investment selections, because these mutual funds are regulated by the Securities and Exchange Board of India (SEBI). SEBI periodically monitors and reports on the situation of these funds, which can help investors measure and calculate their profits.
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Safe Investment Opportunity – Gold funds are one of the safest investment selections, because these mutual funds are regulated by the Securities and Exchange Board of India (SEBI). SEBI periodically monitors and reports on the situation of these funds, which can help investors measure and calculate their profits.
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REIT FOF
Gold Bond and Gold Funds
REIT FOF
A REIT is a cluster of real estate assets that can produce steady and regular income and is held like a mutual fund. Like a mutual fund collects monies from investors and then invests in the stock market, the REIT will accumulate money from retail and institutional investors and deploy these funds in real estate assets.
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A REIT is a cluster of real estate assets that can produce steady and regular income and is held like a mutual fund. Like a mutual fund collects monies from investors and then invests in the stock market, the REIT will accumulate money from retail and institutional investors and deploy these funds in real estate assets.
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Debt Fund
Considering that fixed income investors in India have conventionally wanted three things from their fixed income investments - certainty of returns, a predefined period to hold investments and liquidness in case of crises, debt target date funds are a decent choice for investors to look at in their portfolio.
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Considering that fixed income investors in India have conventionally wanted three things from their fixed income investments - certainty of returns, a predefined period to hold investments and liquidness in case of crises, debt target date funds are a decent choice for investors to look at in their portfolio.
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