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MUTUAL FUNDS

UNDERSTANDING MUTUAL FUNDS

Mutual funds is nothing more than collection of funds pooled in from several investors, which are managed by the Asset Management Company on behalf of its investors/unit holders. The AMC invests the funds so collected into Bonds, Securities, Money Market Instruments etc as per the mandate of the Fund. The returns so generated by the Fund house are passed on to the Investors.


By investing in Mutual Funds, the investors take advantage

  • Professional Management of Funds
  • Diversification – since the funds are invested in several securities.
  • Low cost of investment
  • Convenience and Flexibility
  • Easy Liquidity
  • Transperancy
  • & Variety to suit investment need.

DIFFERENT KINDS OF MUTUAL FUNDS

There are several categories of Mutual Funds based on the Investment Objective and the Constitution of the Mutual Funds. The categorization is depicted below


THE RISK CATEGORISATION OF MUTUAL FUNDS BASED ON THEIR INVESTMENT OBJECTIVES.  

The Risk associated with the funds changes with the change in their investment objectives. A Fund investing solely in a sector specific theme like IT , Pharma or Banking is more exposed to risk since its complete portfolio is concentrated in one theme. Any adverse movement in that particular sector can cause to fund collapse. On the other hand investments in a well diversified Mutual Fund having allocation to all the sectors will make it more immune to any sector specific news. Even the debt funds are exposed to fluctuations. Contrary to the common understanding that all the debt funds are safe, the investment proposition of debt fund also makes it less or more riskier.  The Higher the risk associated with the fund the higher will be its potential to generate returns for the investors, so there is a direct correlation between RISK & RETURN.

The Risk Increases as we move up the arrow.

Investment In Mutual Funds

Mutual Fund investments are guided by the individual goal and purpose of investment. People wanting to invest surplus cash for a short period will have different risk – reward expectation than a person wanting to invest for Wealth creation over a long period of time.

Wondering which Risk Profile you Fit in —– Click Here


INVESTMENT GUIDANCE AT INVEST EDGE

Since all individuals are different and since they have different needs – we at INVEST EDGE offer customized advice for investments in Mutual Funds and other investment options.

Based on the individuals risk profile, his needs, the time for which he / she intends to make the investment, the purpose of investment all are crucial questions which need to be answered before an investment is made.

IF YOU ARE LOOKING FOR GENUINE INVESTMENT ADVICE AND RIGHT GUIDANCE SUITED TO THE CURRENT MARKET CONDITIONS …… CONTACT US NOW


Useful Downloads & Links

SIP Calculator

CHECK KYC STATUSCHECK IT HERE BY ENTERING YOUR PAN NO.

KYC New Format – Individual

KYC New Format – Non-individual

KYC Non Individual Annexure


DOWNLOAD MUTUAL FUND APPLICATION FORMS – CLICK HERE

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ONLINE MF INVESTMENTS

Invest In Mutual Funds through Net Banking

    EUIN-E083716

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