MUTUAL FUND

Page Title

Home / MUTUAL FUND

Mutual Fund

Mutual Funds are the best choice for those who want their hard-earned money to work equally hard. Our guidance shall help you build a high-performing portfolio suited to your needs. Mutual Funds have emerged as the biggest and most sought-after investment option in modern times. But with so many funds and schemes in the market, it has become mind-boggling to choose the right fund/scheme. Once invested in mutual funds, managing your portfolio is another herculean task. It’s important to periodically review the performance of your funds, compare it with that of peers and to decide when to rejig and when not to rejig your portfolio despite short term underperformance of a particular fund. We will help you in evaluating the correct fund/scheme suitable to you and also in periodic reviews.

Link Name

Mutual Fund Investment Philosophy

Open ended funds

An open-end fund is a diversified portfolio of pooled investor money that can issue an unlimited number of shares. The fund sponsor sells shares directly to investors and redeems them as well.

Close Ended funds

A closed-end fund (CEF) or closed-ended fund is a collective investment model based on issuing a fixed number of shares which are not redeemable from the fund.

Equity funds

An equity fund is a mutual fund that invests principally in stocks. It can be actively or passively (index fund) managed. Equity funds are also known as stock funds.

Debt funds

A bond fund or debt fund is a fund that invests in bonds, or other debt securities. Bond funds can be contrasted with stock funds and money funds.

Hybrid funds

Hybrid funds are mutual funds or exchange-traded funds (ETFs) that invest in more than one type of investment security, such as stocks and bonds.

Income funds

Income funds are mutual funds or ETFs that prioritize current income, often in the form of interest or dividend paying investments.

Real asset funds

Real assets are physical assets that have an intrinsic worth due to their substance and properties. Real assets include precious metals, commodities, real estate, land, equipment, and natural resources.

Sector Funds

A sector fund is a fund that invests solely in businesses that operate in a particular industry or sector of the economy. Sector funds are commonly structured as mutual funds or exchange-traded funds