Mutual Fund


Mutual fund is a most viable investment options through which fund pooled in from various investors and this fund invested in equities, bonds, money market instruments and other securities with the help of well qualified & professional fund managers.

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Elite Kuber Mutual Fund App Features:

  • Easy Access  Mutual Fund Portfolio Returns
  • Easy to Use SIP Calculator
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Date Live Mutual Fund Market News

11/26/2021 12:00:00 AM

Sundaram Mutual Fund Announces takeover the Principal Mutual Fund

11/26/2021 12:00:00 AM

ICICI Prudential MF Announces Income Distribution cum Capital Withdrawal (IDCW) under two schemes

11/26/2021 12:00:00 AM

UTI Regular Savings Fund Announces Income Distribution cum capital withdrawal (IDCW)

11/25/2021 12:00:00 AM

SBI Mutual Fund Announces merger of SBI Dual Advantage Fund - Series XXX into SBI DEBT Hybrid Fund

11/24/2021 12:00:00 AM

LIC MF Equity Hybrid Fund Announces Income Distribution cum Capital Withdrawal (IDCW)

11/22/2021 12:00:00 AM

Canara Robeco MF Announces IDCW and Monthly Income Distribution cum Capital Withdrawal (IDCW) under its schemes

11/22/2021 12:00:00 AM

L&T MF Announces Income Distribution cum Capital Withdrawal (IDCW) under two schemes

11/22/2021 12:00:00 AM

Canara Robeco MF Announces change in Key Personnel

11/22/2021 12:00:00 AM

DSP Equity & Bond Fund Announces Income Distribution cum Capital Withdrawal (IDCW)

11/22/2021 12:00:00 AM

IDFC Mutual Fund Announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Types of Mutual Funds


In order to make money by investing in mutual funds, it is important to know the types of Mutual Fund Investment. There is a wide range of mutual funds in India that are categorized on the basis of Investment Objective, Asset class & Structure.

  • Equity Funds: These funds primarily invest in stocks and can be actively or passively managed. The highs and lows are determined by the performance of the market. While they offer potentially high returns, they also come with relatively higher risks.
  • Debt Funds: These funds invest in fixed-income securities, including bonds, securities, and treasury bills, among others – these have a fixed interest rate and maturity period. These offer regular income and growth. The growth might not be at par with equity funds, but there’s a steady income flow.
  • Hybrid Funds: These invest in a mix of bonds and stocks and offer the best of both worlds – equity and debt. The ratio can differ; it can be variable or fixed. This works well for investors who want to earn good returns but also want a safety net (that the debt component provides).

Here’s a look at the mutual funds:

  • Open-Ended Funds: These funds can issue an unlimited number of units to the investor. Also, there’s no restriction on the time period – an investor can thus invest based on their convenience and exit when they like the current NAV.
  • Closed-Ended Funds: The unit capital of closed-ended funds is fixed, and they sell a specific number of units. Unlike in open-ended funds, investors cannot buy the units of a closed-ended fund after its NFO period is over. These funds have a certain maturity tenure. Like any other mutual fund, a closed-ended fund has a professional manager overseeing the portfolio and actively buying and selling holding assets.
  • Interval Funds: These funds take in traits of both open-ended and closed-ended funds. They can only be exited at certain intervals decided by the fund house; they remain closed for the remaining period. No transactions are allowed for a fixed period of time – your money is not locked-in for longer periods unlike in the case of closed-ended funds.
  • Sector Funds: These invest in one particular sector. The risk is highest since these funds invest only in specific sectors, but they also potentially deliver great returns. In this case, it is important to stay aware of sector-related trends.
  • Funds of Funds: A Fund of funds is a type of mutual fund which invests in other mutual funds or investment avenues. It is basically an investment strategy that pools in money and invests in other investment funds instead of investing directly in stocks or bonds or other assets.
  • Actively managed funds: An actively managed fund is a fund in which a fund manager takes decisions on which stock to buy, when to buy it and when to sell it. The aim here is to deliver market-beating returns.
  • Passively managed funds: A passively managed fund, by contrast, simply follows a market index to decide which stocks and their corresponding ratio it should have in its portfolio. There is no regular buying and selling happens and changes in the portfolio are done only when there are changes in the index.

Benefits


Professionally ManagedProfessionally Managed

Funds are managed by qualified fund managers

Tax SavingTax Saving

Save up to Rs.1.5 lakh under section 80C

AffordabilityAffordability

Start SIP with small amount as INR 500

DiversificationDiversification

Invest a basket of stock/debt instruments

LiquidityLiquidity

Investments can be liquidated in 24 hours

ConvenienceConvenience

Transactions are completely online

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