MUTUAL FUNDS
We are AMFI-registered Mutual Fund Distributors.
Investing in mutual funds can be a great way to grow your wealth over time, especially if you're looking for a diversified investment option that doesn't require a significant amount of individual stock research. One of the primary benefits of mutual funds is diversification. Since a mutual fund invests in a variety of assets, it spreads the risk associated with individual investments. This can help reduce the impact of poor performance from any single investment.
Investing in Mutual Funds can be done via two routes –
1. Lumpsum
2. Systemic Investment Plan (SIP)
Here are some key points to consider when investing in mutual funds:
- Risk and Return
- Fund Objective and Portfolio
- Performance
- Investment Horizon
- Tax Implications
Remember that all investments carry some level of risk, and it's important to do your own research or consult with a financial advisor before making any investment decisions. Your personal financial situation, goals, and risk tolerance should guide your choices when investing in mutual funds.
If you have other investments, consider how a mutual fund fits into your overall investment strategy. Diversification across different asset classes and investment vehicles can help manage risk.
Below are some of the examples of good funds in respective segments. Kindly consult your financial advisor or a Mutual Fund Distributor before investing:
Tax Saver Funds (ELSS) – 3yr Lock-in period
· Parag Parikh Tax Saver Fund - Regular Plan - Growth
· Mirae Asset Tax Saver Fund Regular Growth
· SBI Long Term Equity Fund - Regular Plan - Growth
Flexi Cap Funds (High Risk) – To avail benefit from different company sizes listed in stock market as per market scenario
· SBI Focused Equity Fund - Regular Plan - Growth
· SBI Flexicap Fund - Regular Plan - Growth
· Bajaj Finserv Flexi Cap Fund - Regular Plan - Growth
· Parag Parikh Flexi Cap Fund - Regular Plan - Growth
· Nippon India Flexi Cap Fund - Regular Plan - Growth
· UTI Flexi Cap Fund - Regular Plan - Growth
· Mirae Asset Flexi Cap Fund - Regular Plan - Growth
Multi Cap Funds (High Risk) – To evenly spread investment across different company sizes listed in stock market
· SBI Multicap Fund - Regular Plan - Growth
· Mirae Asset Multi Cap Fund - Regular Plan - Growth
· Nippon India Multi Cap Fund - Regular Plan -Growth
Multi Asset (Moderate to High Risk) – To invest in multiple asset classes like equity, bonds, Govt securities, other debt instruments, gold, silver, etc.
· SBI Multi Asset Allocation Fund - Regular Plan - Growth
· Nippon India Multi Asset Fund - Regular Plan - Growth
