Mutual Funds

Objective: Liquid Funds aim to provide convenience of a saving account with the opportunity to earn higher post tax return. Investment Horizon: Funds can be invested for even 1 day and funds are available at 1 business day notice. Load: Entry Load: Nil Exit Load : Nil Investment Instruments: Liquid […]

Objective: Debt funds are fixed income funds which provide an opportunity earn higher post tax return compared other fixed income Investments. Investment Horizon: Typical time horizon for debt accrual fund is 3 years. After 3 years debt funds provide tax efficient return. Load: Entry Load: Nil Exit Load: Typical debt […]

Objective: Hybrid funds try to enhance the return by allocating funds in equity but reduce the portfolio volatility by balancing allocation in debt. Investment Horizon: This depends on type of hybrid funds. Balance funds allocate minmum 65% to equity and are most aggressive hybrid funds whereas Monthly Income Funds allocation […]

Objective: The primary objective of Equity funds is to generate long-term wealth. Investment Horizon: Time horizon for equity investment should be long term. Typically 10 and above. Load: Entry Load: Nil Exit Load: Typical Equity funds have 1% exit load if redeemed within 1 year. Investment Instruments: Equity Funds invest predominantly […]