Mutual Funds Services

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Equity

The investments are predominantly hold 65% or more than that into Direct Equities or Equity Related Instruments.
1 Year Taxation Benefit and Tax-Free Dividends.

Debt

The investments are predominantly hold 65% or more than that into Debt (Bonds) Related Instruments. The remaining amount lies in the money market securities.
3 Year Indexation Benefit

Asset Allocation

The investments are change the pattern according to the concept of the scheme between Equity and Debt, Sometimes Gold would be also a part of investment.
Timely Change as per Market Emotions

What is a mutual fund?

A mutual fund is a pool of money that is managed on behalf of investors by a professional money manager. The manager uses the money to buy stocks, bonds or other securities according to specific investment objectives that have been established for the fund. In return for putting money into the fund, you'll receive either units or shares that represent your proportionate share of the pool of fund assets. In return for administering the fund and managing its investment portfolio, the fund manager charges fees based on the value of the fund's assets. Mutual funds are 'open-ended' investment funds, meaning that new investors can contribute money to the fund at any time, and existing investors can return their units or shares to the fund for redemption at any time. When you redeem your units or shares of a mutual fund you will receive a cheque based on the current market value of the fund's portfolio.

What are the different types of mutual funds?

Mutual funds are generally categorized according to their investment objectives. Some mutual funds focus on stocks, others on bonds, money market instruments or other securities. Some mutual funds invest primarily in Canada, others invest internationally, and some specialize in countries or specific industries. Some mutual funds will invest in only low-risk investments, while others may hold much riskier securities. If you decide to become a mutual fund investor, "Fees and commissions can vary widely from one fund, and one dealer, to the next."

How will I know if mutual funds are right for me?

For most investors, choosing a qualified financial adviser is an important first step in any investment program. (See our brochure Choosing Your Financial Advisers.) With the help of your financial adviser(s), you'll want to establish your investment goals, assess your risk tolerance, and develop a personal investment strategy. (See our brochure: The Basics of Investing.) Ask your financial adviser if mutual funds are an appropriate investment for you. Discuss what type of fund best matches your personal investment strategy,then ask for some specific suggestions.

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