Mutual Funds – Credible.Live by Abhinav Mehta Capital Pvt. Ltd.

Mutual Funds

A mutual fund is simply a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective. As you probably know, mutual funds have become extremely popular over the last 20 years. What was once just another obscure financial instrument is now a part of our daily lives. In fact, to many people, investing means buying mutual funds. After all, it’s common knowledge that investing in mutual funds is (or at least should be) better than simply letting your cash waste away in a savings account.

Definition:

A mutual fund is nothing more than a collection of stocks and/or bonds. You can make money from a mutual fund in three ways:

Income is earned from dividends on stocks and interest on bonds. A fund pays out nearly all income it receives over the year to fund owners in the form of a distribution.
If the fund sells securities that have increased in price, the fund has a Capital Gain. Most funds also pass on these gains to investors in the form of distribution.
If fund holdings increase in price but are not sold by the fund manager, the fund’s shares increase in price. You can then sell your mutual fund shares for a profit.

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Advantages of Mutual Fund:

Professional Management:

A mutual fund is a relatively inexpensive way for a small investor to get a full-time manager to make and monitor investments.

Diversification:

By owning shares in a mutual fund instead of owning individual stocks or bonds, your risk is spread out.

Economies of Scale:

Because a mutual fund buys and sells large amounts of securities at a time, its transaction costs are lower than you as an individual would pay.

Liquidity:

Just like an individual stock, a mutual fund allows you to request that your shares be converted into cash at any time.

Simplicity:

Buying a mutual fund is easy! Most Companies have their own line of mutual funds, and the minimum investment is small.

Classification of Funds:

Debt Mutual Funds	Hybrid Mutual Funds	Equity Mutual Funds
Liquid Funds	Conservative Hybrid Funds	Large-Cap Funds
Ultra Short Duration Funds	Balanced Hybrid Fund	Mid-Cap Funds
Low Duration Funds	Aggressive Hybrid Funds	Small-Cap Funds
Money Market Funds	Dynamic Asset Allocation or Balanced Advantage Funds	Flexi-Cap Funds
Short Duration Funds	Multi Asset Allocation Funds	Multi-Cap Funds
Medium Duration Funds	Arbitrage Fund	Value Funds
Medium to Long Duration Funds	Equity Savings Funds	Contra Funds
Long Duration Funds	Solutions Oriented & Other Funds	Dividend Yield Funds
Dynamic Bond Funds	Retirement Funds	Focused Funds
Corporate Bond Funds	Children’s Funds	Sectoral/Thematic Funds
Credit Risk Funds	Index Funds	ELSS (Equity-Linked Savings Scheme) – Tax-Saving Funds
Banking and PSU Funds	ETFs	Commodity Funds
Gilt Funds	Fund of Funds (Overseas/ Domestic)	Gold Funds / Silver Funds
Floating Rate Funds	International Funds	Multi Commodity Funds

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ARN - 280109

Date of initial registration: 07/11/2023

Current validity: 06/11/2026

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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. We are not a Registered Investment Advisor and we do not change any fee to our clients.

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