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MUTUAL FUNDS

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.

The advantages of investing in a Mutual Fund are:

>Professional Management

>Diversification

>Convenient Administration

>Return Potential

>Low Costs

>Liquidity

>Transparency

>Flexibility

>Choice of schemes

>Tax benefits

>Well regulated

TYPES OF MUTUAL FUND SCHEMES

Wide variety of Mutual Fund Schemes exist to cater to the needs such as financial position, risk tolerance and return expectations etc. The table below gives an overview into the existing types of schemes in the Industry.

By Structure

Open – Ended Schemes
Close – Ended Schemes
Interval Schemes

By Investment Objective

Growth Schemes
Income Schemes
Balanced Schemes
Money Market Schemes

Other Schemes

Tax Saving Schemes
Special Schemes
Index Schemes
Sector Specific Schemes

Mutual funds

>Buy / sell mutual funds in the same way as you trade in share market.

>Get your mutual funds dematerialised and have a consolidated view of all your holding in equity and mutual fund.

Benefits of Mutual Funds in Demat

>No hassles of signing application forms for every purchase or redemption.

>Complete data of all the years will be covered in a single demat statement that is made available through R. Wadiwala

>Single point of contact at R Wadiwala for all your requirements.

>Stay updated with your latest valuation on a phone call or by using our mobile app or website