Mutual Funds

Mutual Fund-Wealth Greens
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What are Mutual Funds?

Mutual Fund is a trust that collects money from a number of investors who share a common investment objective. Then, it invests the money in equities, bonds, money market instruments and/or other securities. Each investor owns units, which represent a portion of the holdings of the fund. The income/gains generated from this collective investment is distributed proportionately amongst the investors after deducting certain expenses, by calculating a scheme’s Net Asset Value.

It is one of the most viable investment options for the common man as it offers an opportunity to invest in a diversified and professionally managed basket of securities at a relatively low cost.

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Types of Mutual Funds

Equity Mutual Funds-Wealth Greens

Equity Funds

Equity or Growth funds invest predominantly in equities i.e. shares of companies. The primary objective is wealth creation or capital appreciation. They have the potential to generate higher returns and are best for long term investments. Examples of Equity funds are Large cap, Mid cap, Small Cap, Multi cap, Sector and Tax-Saving funds, etc. Your deep understanding of equity funds may help you to choose the suitable scheme which will in turn give you higher returns. However, Equity Mutual Funds employ professional fund managers to research for you.

Income or Bond Funds-Wealth Greens

Income or Bond Funds

Income or Bond Funds invest in Fixed Income Securities, like Government Securities or Bonds, Commercial Papers and Debentures, Bank Certificates of Deposits and Money Market instruments like Treasury Bills, Commercial Paper, etc. These are relatively safer investments and are suitable for Income Generation. Like any other investment option, bond funds are also subject to a number of investment risks such as credit risk, interest rate risk, and prepayment risk. Examples would be Liquid Funds, Short Term, Floating Rate, Corporate Debt, Dynamic Bond, Gilt Funds, etc.

Hybrid Funds-Wealth Greens

Hybrid Funds

These invest in both Equities and Fixed Income, thus offering the best of both, growth potential as well as income generation. They are also known as asset allocation funds. The presence of equity components in the portfolio offers the potential to earn higher returns. Since hybrid funds come in different forms, it is really important to consider your risk appetite, financial goals, and investment horizon before choosing a scheme. Examples would be Aggressive Balanced Funds, Conservative Balanced Funds, Pension Plans, Child Plans and Monthly Income Plans, etc.

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Why Mutual Funds?

Diversification

You get exposure to a variety of shares or fixed-income instruments that give you a more diversified portfolio.

Fund For Everyone

With currently 2000+ active schemes, you may find your suitable fund that matches your risk, budget and goal preference.

High Liquidity

Whether you buy an open-ended or close-ended mutual fund, there is always a high level of liquidity in every form.

Cost-Efficient

You can start investing with as low as Rs. 500, that too without even paying any brokerage or security transaction fee.

Tax Benefits

You get a wide range of tax exemptions on your investment under different sections of the Income Tax Act.

Safe & Transparent

Mutual Funds are not only safe but also give you full access to track & monitor all the data related to your investment.

Mutual Funds

Applications Of Mutual Funds

Wealth Creation

Income Generation

Risk Management

Tax Planning

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Calculators

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Mutual Funds

Why Through Us ?

Goal Based Funds

Diversified Funds

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Multi Cap Fund Large Cap Fund ELSS
Canara Robeco Flexi Cap Fund- D- (G) Axis Bluechip Fund - D (G) Axis Long Term Equity - Direct (G)
Canara Robeco Flexi Cap Fund- R- (G) Axis Bluechip Fund (G) Axis Long Term Equity Fund (G)
JM Flexi Cap Fund - DP - (G) CR Bluechip Equity Fund - D (G) BOI AXA Tax Advantage - Direct (G)
JM Flexi Cap Fund - RP - (G) CR Bluechip Equity Fund (G) BOI AXA Tax Advtg - RP (G)
UTI Flexi Cap Fund - DP - (G) JM Large Cap Fund (G) CR Equity Tax Server Fund - D (G)
UTI Flexi Cap Fund - RP - (G) JM Large Cap Fund - D (G) CR Equity Tax Server Fund (G)

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