What Is a Mutual Fund?

A mutual fund is a financial vehicle that pools assets from shareholders to invest in securities like stocks, bonds, money market instruments, and other assets. Mutual funds are operated by professional managers, who allocate the fund's assets and attempt to produce capital gains or income for the fund's investors.

Mutual funds give small or individual investors access to professionally managed portfolios of equities, bonds, and other securities. Each shareholder, therefore, participates proportionally in the gains or losses of the fund. Mutual funds invest in a vast number of securities, and performance is usually tracked as the change in the total market cap of the fund

KEY TAKEAWAYS

What is MF
A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds, or other securities.

How MF Works
Mutual funds give small or individual investors access to diversified, professionally managed portfolios.

Type of MF
Mutual funds are divided into several kinds of categories, representing the kinds of securities they invest in, their investment objectives, and the type of returns they seek.

Why Mutual Funds?

HIGHER RETURNS LOWER RISK

Better returns than FD & lower risk than single stock investment

RISK

Your money doesn’t go into a single stock but a group of companies.

PROFESSIONALLY MANAGED

Stock market industry leaders manage your funds

Choose Between Monthly or One-time Lump Sum Investment

SYSTEMATIC INVESTMENT PLAN (SIP) Fixed monthly investment
Recommended for people who want to invest small amount of money and regularly

LUMPSUM INVESTMENT One - time investment
Recommended for people with huge disposable amount and have a higher risk tolerance.

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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