Why consider a mutual fund?
It can bring a range of securities together in one scheme, managed to an investment objective. Investors can choose among different types of schemes according to their goals and risk tolerance.
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Mutual Funds
Understand the choices before investing for your goals.
A mutual fund collects money from investors and invests it according to a stated scheme objective. It may provide professionally managed access to a diversified portfolio, although diversification cannot remove market risk. The suitable scheme and way to invest depend on your goal, investment horizon and capacity to tolerate loss.
SIP · systematic investing
A Systematic Investment Plan is a way to invest a selected amount at regular intervals. It can make investing more disciplined; each instalment buys units at the prevailing NAV. A SIP does not ensure a profit.
Lump sum · one-time investment
A lump sum puts one amount to work at one time. Discuss the timing, intended duration and risk before selecting a scheme; its value can rise or fall.
SWP · systematic withdrawals
A Systematic Withdrawal Plan lets eligible investors redeem an amount at chosen intervals. Withdrawals reduce units, and the investment balance depends on scheme performance and the withdrawal amount.
Choosing a suitable scheme
Consider your purpose, time frame, asset allocation, costs and scheme documents. Past performance does not guarantee future results.
How to begin online
Discuss the goal, provide the required KYC and identity details through the applicable platform and complete the required account and transaction steps. Never share passwords or OTPs in a WhatsApp message.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing.
Discuss mutual funds with us
Share your requirements and we can take the conversation forward.
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