Mutual Fund Investment

Expert guidance on mutual fund investments tailored to your financial goals

Mutual Fund Investment

Start your wealth creation journey with professionally managed mutual funds. Benefit from diversified portfolios, expert management, and investments tailored to your financial goals and risk appetite.

Equity Funds

Invest primarily in stocks with potential for high returns over longer time horizons. Ideal for investors with higher risk tolerance seeking capital appreciation.

Popular Types:

  • Large Cap
  • Mid Cap
  • Small Cap
  • Multi Cap
  • Sectoral/Thematic

Debt Funds

Focus on fixed-income securities like government bonds and corporate debentures. Suited for conservative investors seeking stable returns and regular income.

Popular Types:

  • Liquid Funds
  • Corporate Bond Funds
  • Government Securities
  • Ultra Short Duration
  • Credit Risk Funds

Hybrid Funds

Balanced investment approach with exposure to both equity and debt instruments. Perfect for moderate risk profiles seeking growth with stability.

Popular Types:

  • Balanced Funds
  • Aggressive Hybrid
  • Conservative Hybrid
  • Dynamic Asset Allocation
  • Multi Asset Allocation

Benefits of Mutual Fund Investments

Professional Management

Expert fund managers make investment decisions based on research and market analysis

Diversification

Spread your investment across multiple securities to reduce risk

Regulatory Protection

SEBI regulated investments with transparent processes and disclosures

Flexibility

Invest through SIPs or lump sum with options to withdraw when needed

Frequently Asked Questions

A mutual fund is a professionally managed investment vehicle that pools money from multiple investors to invest in various securities like stocks, bonds, and other assets. It offers diversification, professional management, and is regulated by SEBI.
You can start investing in mutual funds through PerfectTraders with these simple steps: 1) Complete KYC verification, 2) Choose funds based on your goals and risk appetite, 3) Decide between SIP (regular investments) or lump sum, 4) Complete the investment process online or with our assistance.
Direct plans are purchased directly from the fund house without any intermediary, resulting in lower expense ratios and potentially higher returns. Regular plans are bought through distributors like banks or advisors who charge a commission, which is reflected in a higher expense ratio.
NAV (Net Asset Value) represents the per-unit market value of a mutual fund. It is calculated by dividing the total value of all the securities in the portfolio, minus liabilities, by the total number of units outstanding. NAV changes daily based on the market value of the underlying assets.
Taxation depends on the fund type and holding period. Equity funds held for more than 1 year are subject to 10% LTCG tax on gains above ₹1 lakh. For debt funds, gains are taxed at 20% with indexation if held for over 3 years, otherwise at your income tax slab rate. Dividends are taxable at your income tax rate.
The minimum investment amount varies by fund and investment mode. For most funds, SIPs can be started with as little as ₹500 per month, while lump sum investments typically start from ₹1,000 to ₹5,000 depending on the fund house and scheme.

Start with SIP Investment

Invest regularly with Systematic Investment Plans starting from just ₹500 per month. Build wealth gradually with the power of compounding.

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