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  MF BIRLA SUN LIFE EQUITY FUND-G     494.43    (9.3)       FRANKLIN INDIA FLEXI CAP FUND-G     62.6054    (1.1296)       FRANKLIN INDIA HIGH GROWTH COMPANIES FUND-G     29.901    (0.4839)       IDFC PREMIER EQUITY FUND - REGULAR PLAN-G     72.6612    (1.3859)       IDFC STERLING EQUITY FUND - REGULAR PLAN-G     37.2905    (0.4809)       RELIANCE GROWTH FUND-G     818.5345    (15.6466)       RELIANCE REGULAR SAVINGS FUND - EQUITY OPTION-G     53.3656    (1.0252)       SBI CONTRA FUND-G     90.7736    (1.3959)       SUNDARAM SELECT MIDCAP FUND - REGULAR PLAN-G     332.5702    (5.1444)       TATA EQUITY PE FUND - PLAN A-G     91.9264    (2.2731)      

What is Mutual Fund?

A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. The money thus collected is then invested in capital market instruments such as shares, debentures and other securities. The income earned through these investments and the capital appreciation realised are shared by its unit holders in proportion to the number of units owned by them. Thus a Mutual Fund is the most suitable investment for the common man as it offers an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost.

Investment Strategies
We encourage regular investments and thereby advice our clients to
1. Invest early
2. Invest regularly
3. Plan their investments
4. Stick to their investment plan
5. Commit them to invest

Advantages Of Investing In Mutual Fund

  1. Professional Management
  2. Convenient Administration
  3. Return Potential
  4. Low Costs
  5. Liquidity
  6. Transparency
  7. Flexibility
  8. Choice of schemes
  9. Tax benefits
 10. Well regulated

Types Of Mutual Fund
Mutual fund schemes may be classified on the basis of its maturity period and its investment objective.

According to maturity period:

a) Open-ended Fund: One that is available for subscription & repurchase on a continuous basis (Liquidity).
b) Close-ended Fund: One that has a stipulated maturity period. The fund is open for subscription only during a specified period at the time of launch of the Scheme. (Restricted Liquidity).
c) Interval Funds : Interval funds combine the features of open-ended and close-ended schemes. They are open for sale or redemption during pre-determined intervals at NAV related prices.

By Investment Objective

Equity Funds
(Risk + Returns/Loss)

  • Growth Fund
  • Sector Fund
  • ELSS (Tax Saving) Fund
  • Index Fund
  • Balance Fund
  • M I P Fund

Debt Funds
(Safety + Returns)

  • Liquid Fund
  • Short Term Plan
  • Medium Term Plan
  • Income Fund
  • Dynamic Bond Fund
  • Gilt Fund
  • Floating Rate Fund

Scheme Features

Scheme

Fund Profile

Risk

Ideal Horizon

Liquid Fund

Call Money, T Bills.

Lowest

1 Day to 2 M

Short Term Plan

Call Money, T Bills, Short Trem G Sec.

Lowest

2 M to 6 M

Medium Term Plan

Call Money, T Bills, Short Trem G Sec, Psu\Bonds

Low

4 M to 1 Yr

Income Fund

G Sec & PSU/Corporate Bonds

Medium

1 Yr +

Dynamic Bond Fund

Call Money, T Bills, G Sec, PSU/ Corporate Bonds

Medium

1 Yr +

Gilt Fund

G.Secs,Call Reverse Repo

Medium

1 Yr +

Floating Rate Fund

Floating Rate PSU/ Corporate Bonds, Call Reverse Repo.

Medium

4 M to 1 Yr

M I P Fund

0% to 20% Equity &80% to 100% Debt Instruments

Medium

1 Yr +

Balance Fund

Up to 60% Equity & Up to 40% Debt Instruments

High

2 Yr +

Index Fund

100% in Index Based Equities

High

3 Yr +

Growth Fund

Up to 100% Diversified Portfolio In Equity

Higher

3 Yr +

Sector Fund

Sector Wise (Petro, Service, Pharma, PSU, Technology, etc.)

Highest

3 Yr +

ELSS Fund

Up to 100% Diversified Portfolio In Equity

Higher

3 Yr +

Rights of a Mutual Fund Unit holder
A unit holder in a Mutual Fund scheme governed by the SEBI (Mutual Funds) Regulations, is entitled to:

  • Receive unit certificates or statements of accounts confirming the title within 6 weeks from the date of closure of the subscription or within 6 weeks from the date of request for a unit certificate is received by the Mutual Fund.
  • Receive information about the investment policies, investment objectives, financial position and general affairs of the scheme.
  • Receive dividend within 42 days of their declaration and receive the redemption or repurchase proceeds within 10 days from the date of redemption or repurchase.
  • Vote in accordance with the Regulations to:-
  • Approve or disapprove any change in the fundamental investment policies of the scheme, which are likely to modify the scheme or affect the interest of the unit holder. The dissenting unit holder has a right to redeem the investment.
  • Change the Asset Management Company.
  • Wind up the schemes.
  • Inspect the documents of the Mutual Funds specified in the scheme's offer document.

 

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