A mutual fund is a pool of money managed by a professional Fund Manager. The money is in turn invested in equities, bonds, money market instruments and/or other securities. The income / gains generated from this collective investment is distributed proportionately amongst the investors.
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There are multiple types of mutual funds available in the market for investing. They can be broadly categorized according to their asset allocation. Investors can decide which fund to invest in based on their risk appetite as well as the investment amount.
Invest primarily in equity shares of different companies. Suitable for long term wealth creation.
Also called Equity Linked Savings Schemes (ELSS), they offer tax benefits under section 80C of the IT Act, 1961.
Invests in both debt and equity for diversification. Ideal for medium to long term investors ready to take moderate risks.
Invest primarily in fixed-income securities like bonds, securities, treasury bills etc. Ideal for risk averse investors looking for stable investments.
SIP is a facility offered by mutual funds to invest in a disciplined and consistent manner, allowing one to invest a fixed amount of money at pre-defined intervals in a choice of mutual fund as per the investor. The earlier one starts the more beneficial it gets from a long term investing and saving standpoint.
Can start or stop anytime
Online registration - a simple, automated process
The risk of market volatility gets negated with adjustment in the purchase of number of units depending upon the price
A disciplined approach toward long term goals with compounding effect significantly enhances returns
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Click “KYC Inquiry” > Enter “PAN” & “Captcha Code” in the required field > Click on “Submit” > Your KYC status will be displayed.
A mutual fund is a pool of money managed by a professional Fund Manager by investing in equities, bonds, money market instruments and/or other securities. The income / gains generated from this collective investment is distributed proportionately amongst the investors after deducting applicable expenses.
A SIP allows an investor to invest regularly. One puts in a small amount every month that is invested in a mutual fund. A SIP allows one to take part in the stock market without trying to second-guess its movements.
For investors, there are various benefits of investing through mutual funds:
Since SIPs are a long-term investment option, it is fine if you skip a few payments in-between. Investments made so far will continue to earn a return and you can withdraw it anytime. However, you would accumulate lower wealth than what you had initially expected and may miss your financial goals if you are too irregular.
The offer document indicates the maximum-allowed expense ratio for each scheme you are considering to invest. The monthly fact sheet and the half-yearly mandatory disclosures allow you to see the actual expenses charged per scheme.
Investing in Mutual Fund through SIP offers a lot of flexibility. Investors can control the amount they want to invest, tenure for which they want to invest, frequency with which they want to invest (weekly, monthly, quarterly, etc.).
Anyone under the age of 18 (minor) can invest in Mutual Funds, with the help of parents/legal guardians until the age of 18. The minor must be the sole account holder represented by the parent/guardian. Joint holding is not allowed in a minor’s Mutual Fund folio.
Yes, an NRI can invest in mutual funds in India as long as he/she adheres to the Foreign Exchange Management Act (FEMA).