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Mutual Funds

  • We distribute Mutual Fund products through our subsidiary company 'Khandelwal Shares & Stock Broking Services Pvt. Ltd. and we are empanelled with all big Asset Management Companies including HDFC, ICICI, Franklin Templeton, Aditya Birla Sun life etc. All Equity and Debt products provided by these AMC's are distributed by us.
  • We provided a seamless online platform to buy and sell units of Mutual funds. This platform is completely paperless and easy to use.
  • Also, we conduct various Investor Awareness Programs (IAP) in tie-ups with Asset Management Companies to help our clients gain knowledge and increase the awareness of the products

The basics of Mutual funds are explained below in brief:

Concept

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 realized 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.

To find out more about Mutual Funds, please visit MF India and AMFII.

Advantages Of Mutual Funds

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

A 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 of the existing types of schemes in the Industry.

By Structure By Investment Objective Other Schemes
  • Open Ended Scheme
  • Close Ended Scheme
  • Interval Scheme
  • Growth Scheme
  • Income Scheme
  • Balance Scheme
  • Money Market Scheme
  • Tax Saving Scheme
  • Special Scheme

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