Mutual Funds

Mutual Funds

Mutual funds are ideal for investors who do not like to put all their eggs in one basket that is it helps in diversification. And we make sure that along with diversification, you can make best use of the investments for your long term and short term goals.  Our in-house research team picks the right funds in alignment with the same.

Bluechip: A category that invests in blue-chip stocks or shares, i.e. in well-established companies with good overall financial performance. Known as growth fund, this product is suitable for long term wealth creation with a buy and hold approach.

Core Diversified: This category of equity funds has higher exposure to large cap stocks. These funds also take small exposure in mid cap stocks so as to generate more returns.

Mid and Small Cap: Diversify investments category that invests in between mid and small cap companies. They are capable of offering above-average returns when the markets are rising.

Balanced: Balanced funds are equity oriented hybrid funds which has around 60%-65% of the portfolio in equity and rest in debt. These funds are both for medium and long term investment option.

Sector or Thematic funds: Investing in the stocks of only select sectors or industries. The returns in these funds are dependent on the performance of the respective sectors or industries. For eg: Banking, FMCG, Pharmaceuticals, I.T. etc. Thematic funds investments are made in stocks of different sectors based on a particular theme. Thus, investments made in thematic funds are broader and offers more diversification.

Equity Linked Savings Schemes (ELSS): An open-ended Equity Mutual Fund that helps in saving tax and gives you an opportunity to grow your money.

Exchange-traded fund (ETF): An investment fund traded on stock exchanges, much like stocks. An ETF holds assets such as stocks, commodities and bonds. The return and risk on ETF is directly related to the underlying index or asset.

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