Investing in Mutual Funds

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Mutual Funds
A mutual fund is an open-end professionally
managed investment fund that pools money from
many investors to purchase securities.
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Mutual fund benefits to Know about before
Investing

• Professional Expertise
• Flexibility of switching funds
• Tax-saving advantages

• Smart investment option
• Wealth Creation
• Professional Expertise

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Types of Mutual Funds
Equity Mutual Funds
Hybrid Mutual Funds
Debt Mutual funds

• Conservative Hybrid Funds
• Balanced Hybrid Funds and Aggressive Hybrid
  Funds 
• Dynamic Asset Allocation or Balanced Advantage
  funds
• Multi Asset Allocation Funds
• Equity Savings Funds
• Arbitrage

• Long Duration Funds
• Gilt Funds
• Short Medium Term Funds
• Liquid Funds
• Money Market Funds
• Ultra Short Term/Low Duration Fund

• Large Cap
• Mid Small Cap 
• Multi-Cap 
• Sectoral
• ELSS (Equity Linked Savings Scheme)
• Thematic Funds

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Benefits of investing in Mutual Funds

• Wealth Creation
• Professional Expertise
• Diversification 
• Transparency 
• Tax Benefits

Investing in Mutual Funds
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Mode of Investments
Systematic Investment Plan (SIP) When you start
a SIP, a fixed amount is deducted from your bank
account for investment in Mutual Fund schemes
depending on the period of investment chosen i.e.
monthly, quarterly etc. SIP is a great tool to
accumulate wealth over the long term to meet
critical financial goals of life. It brings in
the concept of Rupee Cost Averaging that help you
to average out the buying price of investment at
different market levels and reduces volatility. A
SIP can be started at any market level for the
long term.
One Time (Lumpsum) Investment Its a simple
one-time investment that has no future obligation
of any additional investment to make. Lumpsum
investments should be made when market valuations
are at a fair or cheaper level.
Systematic Transfer Plan (STP) It is like SIP
where the only difference is that in case of SIP,
fixed investment in a particular scheme is done
through your bank whereas, in case of STP, fixed
investment in a particular scheme is done through
transfer from your existing investment in a
different scheme of the same fund house.
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Contact us
Office Address 310, 3rd Floor, Hemkunt Chambers,
89, Nehru Place, New Delhi-110019 Mobile No
9999505324 Email Id connect_at_truemindcapital.com W
ebsite www.truemindcapital.com
Meet Your Goals With Mutual Fund Investments