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Portfolio Management – Mutual Funds Sahi Hai !!

One of the best proven investment instruments are mutual funds. The cost-efficiency, easy ways of investing and professional management of mutual funds make them one of favorites of investors.  Mutual funds are tax efficient and deliver sustainbale returns in a longer horizon.

The most prominent feature of mutual fund is liquidity of funds at the time of need.  There are majorly four types of funds are available to invest. 

We simplify the complexities of portfolio management, handling every detail so you don’t have to.

Our expertise lies in designing and monitoring streamlined portfolios tailored to your financial goals, ensuring clarity, efficiency, and peace of mind.

 

EQUITY FUNDS

These funds invest in stocks, offering high returns over time but with high risk.

DEBT FUNDS

These funds invest in low-risk fixed-income securities such as bonds and government securities.

HYBRID FUNDS

These funds invest in a blend of equity, debt, and assets like gold.

Mutual Funds Types
ARBITRAGE FUNDS

Arbitrage funds are mutual funds that profit from price differences in securities across markets or segments.

LIQUID FUNDS

Liquid funds are debt funds that invest in securities with maturities of up to 91 days.

GILT FUNDS

Gilt funds are debt mutual funds that invest exclusively in government bonds and securities with fixed interest rates.

POWER OF COMPOUNDING – Goal-Based Investment

The Power of compounding shows greater returns when investors show disclplined approach in SIP and stay with the funds for longer period of time. A small SIP Power example is given below : to understand the compounding effect.

CHECK THE SIP CALCULATION BELOW

[sip_calculator]

5000+

Funds are available for investment in mutual funds.”

HDFC FUND

HDFC Balanced Advantage Fund has delivered 17% annual returns over 20 years, showcasing the power of compounding in long-term mutual fund investments.

GROWING SIP

AMFI reported on November 11 that the SIP book reached Rs 25,322.74 crore in October 2024

Invest Money

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START EARLY

PATIENCE PAYS

LARGE CAP FUNDS

“Invests a minimum of 80% in India’s top 100 companies by market capitalization.”

MID CAP FUNDS

Allocates at least 65% of its assets to companies with a market capitalization ranking between 101st and 250th in size, as determined by market value.

SMALL CAP FUNDS

Invests at least 65% of its assets in companies ranked below the top 250 by market capitalization.

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