There is everything for everyone in Mutual Funds

Methods of Investment in Mutual Funds

There is everything for everyone in Mutual Funds

We will choose product as per your requirement from the bunch of Products :

  • Large Cap Funds
  • Midcap Funds
  • Small Cap Funds
  • Flexicap Funds
  • Debt Funds

In this too there is a mix and match Like Large and Midcap Funds, Midcap and Smallcap Funds and lot more to offer by various Asset Management Companies.

You Can Invest in above Funds through SIP, STP and Lumpsum basis.

Various Methods of Investment in Mutual Funds

Systematic Invsetment Plan (SIP) :

What is SIP?

A SIP is a disciplined approach to investing in mutual funds. In SIP, you invest a fixed amount of money at regular intervals (usually monthly, weekly or quarterly).

Advantages of SIP:

  • Rupee Cost Averaging: SIP allows investors to buy more units when prices are low and fewer units when prices are high, averaging out the cost over time.
  • Power of Compounding: Regular investments over the long term benefit from compounding returns.
  • Disciplined Approach: SIP encourages disciplined saving and investing.
  • SIP is a key to achieve your goals like Child education, Building dream home, Buying Dream car, Foreign holiday tour etc.

Example of SIP with various rates of return

You can also Top up SIP to achieve your Goal faster

Example of SIP with Top up at 10% per year.

What is STP-Systematic Transfer Plan?

Systematic Transfer Plan (STP) is a facility by which a pre-determined amount can be transferred from one scheme of mutual fund to another scheme at pre-defined intervals.

Means you can park your money in Liquid fund and at predetermine interval it can be transferred to any Equity linked scheme of Mutual fund.