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Types of Mutual Funds

Mutual funds offer one of the most comprehensive, easy and flexible ways to create a diversified portfolio of investments.

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Equity Funds

  • Get exposure to the stock market
  • Potential of high returns over long-term
  • Ideal for young, aggressive investors

Debt Funds

  • Invest in debt, fixed-income and money market instruments
  • Relatively safe with low-risk-low-return
  • Ideal for risk averse investors looking to generate steady income.

Solution Oriented Funds

  • Help invest for a specific goal like retirement or children’s education
  • Build investor discipline
  • Wealth creation over long term for specific goal fulfillment

Hybrid Funds

  • Invest across equity, debt and/or gold
  • Help investors achieve asset allocation & diversification
  • Comparatively low risk with moderate returns

Index Funds

  • Exposure to equity markets
  • No hassle of stock selection as they replicate the Index
  • Returns similar to the Index returns

Tax Saving Funds

  • Dual benefit of wealth creation and tax saving.
  • Get exposure to equity
  • Potential of wealth creation
  • Only 3-year lock-in period

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