Invest in Mutual Funds

Being investing ready

It’s important for investors to carefully consider their investment objectives (their financial goals), risk tolerance, and investment time horizon while choosing funds. Before you proceed you need to be KYC compliant. Check below.

Check KYC status

Check your KYC compliance (use any link given above) by providing your PAN no.

Online e-KYC

Complete your KYC online in few easy steps. Keep your Aadhaar and PAN handy.

KYC form

Download and fill KYC form and submit to nearest CAMS or AMC offices.

Save tax with ELSS

E.L.S.S investments are eligible for deduction in taxable income of up to ₹1,50,000 under section 80C. E.L.S.S. have the shortest lock-in period (3 years) with possibility to earn higher returns compared to other tax-saving instruments.

Start a SIP.

AMC portfolio managers make investment decisions on behalf of the investors to provide them with diversification, professional management, and potential capital appreciation. Following features of mutual funds would justify why you should invest in mutual funds.

Diversification

Diversification can reduce the negative impact of any security on the overall portfolio. Mutual funds invest in a variety of securities, which helps spread the risk.

Professional Management

Fund managers analyze market trends, economic conditions, and individual securities and make investment decisions based on the fund’s objectives.

Variety of Funds

Mutual funds include equity funds (invest in stocks), money market funds, balanced funds (mix of stocks & bonds). You have to choose your fund based on your goals, risk tolerance, and time horizon.

Affordability

Mutual funds allow investors to participate in a diversified portfolio with a relatively small investment. Investors can make additional investments regularly as per their affordability.

Liquidity

You can buy or sell mutual funds on any business day at the net asset value (NAV) price. This allows investors with liquidity to easily convert their investments into cash.

Regulation

financial authorities in the countries where they operate regulates Mutual funds. Regulations are in place to protect investors and ensure transparency.

Transparency

Mutual funds are required to disclose their holdings and performance regularly. Transparency helps investors make informed decisions about their investments.

Fees and Expenses

Mutual funds may charge managing expenses and fees. Expense ratio covers the operating expenses. Sales loads are fees associated with buying or selling shares.

DISCLAIMER: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax, and financial implications of the investment/participation in the scheme.

Invest paperless and track online

ELSS

ELSS mutual funds

ELSS (Equity Linked Savings Scheme) Mutual funds are a type of mutual fund that primarily invests in equity and equity-related instruments (more than 80%) and also offers tax savings with the lowest lock-in period. Lock-in Period ELSS funds have a …
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Types of mutual funds

What are the different types of mutual funds and how they are categorized?

Mutual funds offer schemes for varied investment objectives and risk appetites and each category fulfills a unique role in an investor’s portfolio. Let us check the different types of mutual funds available. AMFI Fund categorization As per SEBI guidelines on …
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Invest in Mutual Funds.

AMFI (Association of Mutual Funds in India) Registered Mutual Fund Distributor. Kaushik Kamal Paul. ARN-114400.

Disclaimer: Mutual fund investments are subject to market risk. Read all scheme related documents before investing.

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