5 benefits of investing in mutual funds

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#5 Benefits of Mutual Funds


What is Mutual Fund What is Mutual fund? Mutual Fund is common pool of money from various investors.

Where is money invested? Money is invested in Shares, Bonds, Fixed Deposits etc as per Mandate of Investors . Who Manages the money? Professionally expert Fund manager , manages the total pool of money. Who takes the return? All returns on the investments are shared with the investors after deducting all charges like Salaries, brokerages etc.


# 1 Expert Managing Money Do you have time and Knowledge? If reply is no! Then you Should invest in Mutual funds Expert , Professionally trained, Independent Fund Manager Manages your money


# 2 Risk Control Mutual fund is best way to control risk

1. Diversification-One invests in multiple scrip's , even with Rs 1000 Investments. 2. Swift Action- Fund Manager takes action at right time whenever there is risk in the markets


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# 3 Reason Liquidity Open ended Mutual funds are highly liquid instruments. One can get money in 48 redeeming or selling of Mutual funds

Shares/Gold

Highly Liquid.

Debt / Equity Mutual Funds- Open

Highly Liquid

Bank Fixed Deposit

Highly Liquid

Saving / Current Bank Account

Equal to cash

Corporate Fixed Deposit

Moderate Liquid

Property

Illiquid

hours of


# 4 Stress Free Investing

Mutual fund is stress Free as No need to put time to study markets and invest  Expert Fund Manager is regularly monitoring the investment in volatile times

 You can paperless transaction


# 5 Choice of Philosophies Multiple Options of schemes to choose, as per individual’s objective

Diversified Equity Funds

For Consistent Returns and Lower to medium Risk

Sectoral Equity Funds

For Higher returns with medium to higher risk

Tax Saving Equity Funds

For Saving tax u/s 80C of Income tax Act with better returns of Equity

Debt/ Income Fund

For Better than FD returns and less risk than of Equity Mutual funds

Balanced Funds

For Mix of Equity and Bond Portfolio

Liquid Funds

For investing short term money – from 1 day to 6 months


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