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Discover Mutual Fund Solutions

Wealth creating solutions for everyone and every objective
Benefits of investing in
Mutual Funds
Suitable for Financial Goals
With the wide range of mutual funds, its suitable for all financial goals
Low Minimum investment
Regulated By SEBI
Diversification
Managed By Professionals
Featured Mutual Funds
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Benefits of investing in Mutual Fund
Democratising Investing Diversification & Expertise
Slide 1 of 2
Suitable For Financial GoalsWith the wide range of mutual funds, its suitable for all financial goals
Low minimum InvestmentMinimum investment amount as low as Rs.500
Major Categories of Mutual Funds
Equity Funds Balanced Funds Debt Funds
The funds invest predominantly in stocks of listed companies based on the market capitalisation guidelines of SEBI, which are as under
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LargecapLargecapTop 100 companies by market capitalization.
MidcapMidcap101st to 250th companies by market capitalization.
SmallcapSmallcap251st and above companies by market capitalization.
Large Cap
Large CapMinimum 80% investment in largecap stocks
Mid Cap
Mid CapMinimum 65% investment in midcap stocks
Small Cap
Small CapMinimum 65% investment in smallcap stocks
Multi Cap
Multi CapMinimum 25% each in large,mid, and smallcap stocks.
Flexi Cap
Flexi CapInvests across market cap
ELSS
ELSSOffers tax deduction u/s 80C of the income tax act of up to ₹1,50,000 a year.
Ways to invest in Mutual Funds
Lumpsum
LumpsumWhen the investors invest a significant sum of money on a particular scheme in one go.
SIP
SIPSystematic Investment Plan. Smaller and regular investments. It helps in averaging buying price through the ups and downs of the markets.
Check out the top Mutual Funds you can invest in!
Start your SIP!
Mutual Fund Growth Calculator
Use our calculators to simulate how your money will grow

Investment Type

Investment Amount

₹

For a time period of

Yrs
3Y5Y10Y15Y20Y30Y40Y

Fund Type

Assumed Returns

%
81012141618202224
You will receive₹ 1,49,79,961.00After  30 years with Equity MF*Mutual Funds Returns vs FD Returns
With Mutual Fund*
₹ 1,49,79,961.00
With Fixed Deposit*
₹ 38,06,128.00
Invested Amount₹ 5,00,000.00
MF Gains₹ 1,44,79,961.00
FD Gains₹33,06,128.00
* Assumed MF Returns 12.00%, FD Returns 7.00% (Before Tax)
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Different Terms Used In Mutual Funds
4 Aug 2021
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How to Find The Best Mutual Fund To Invest?
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Got Questions? We’ve got you covered! - FAQs

A mutual fund is an investment vehicle that pools money from many different investors. This money is used to purchase various securities, including stocks, bonds and other money market instruments. With every unit in a mutual fund, the investor owns a proportionate stake in all the investments that are part of the fund portfolio.

The assets in which such investment would be made depend on the objective of the fund scheme. For e.g., a diversified large-cap mutual fund scheme would invest at least 80% of its funds in the top 100 companies by market capitalisation.

The Securities and Exchange Board of India (SEBI) regulates the mutual fund industry.

Benefits of investing in Mutual Fund

  • Easy method of diversification
  • Managed by professionals
  • Lesser capital required
  • Higher liquidity
  • Accessibility – Easy to buy
  • Schemes for every financial goal
  • High transparency
  • Tax saving options available

There is no right age to start investing in mutual funds. That said, the earlier you start you can reap more benefits of the power of compounding. Commit to investi through SIPs as soon as you start earning to develop a discipline of saving and investing.

Monthly factsheets, released by all mutual funds, are the best way to track the fund’s performance. You can even track them on various investment portals.

The ideal way to start investing in mutual funds is to identify the financial goal, decide the time horizon and expected return, assess risk appetite, and then look for funds that fulfil all the requirements.

  • Complete the one-time Know your Customer (KYC) formalities. KYC can be done through SEBI-registered intermediaries.
  • Once the KYC is done, you can invest in any mutual fund.
    Register on the fund website by providing your name, mobile number, PAN, and e-mail id.
  • Provide personal information and bank details.
    Select the mutual fund of your choice, the amount and the type of investment (lumpsum or SIP).
  • Make payment
    To invest in Mutual Funds with Nuvama Wealth Management, click here.

The minimum lumpsum investment amount for mutual funds is Rs 5,000. The same for SIP varies from Rs10 to Rs 500.

Equity Linked Saving Scheme (ELSS) is a diversified equity fund that offers investors the dual benefits of tax-saving and wealth creation.

Key benefits of ELSS:

  • Tax saving under section 80C of the Income Tax Act
  • Potential for higher returns as it is linked with equity
  • Aids wealth creation
  • Shorter lock-in period among other 80C investment options

A Systematic Investment Plan or SIP is an investment vehicle through which investors can invest specific amounts of money in mutual funds. This is done periodically, such as monthly, quarterly or annually.

Benefits of investing through SIPs

Disciplined investing

SIP is an unemotional way of investing a fixed amount into a scheme on a specified day without worrying about market conditions.

Rupee Cost Averaging

Rupee cost averaging decreases the overall investment cost as units are bought at different NAVs When the NAV is down, more units are accepted, and vice versa.

Convenience

SIP is an effortless mode of investing. All investors must do is zero down on a scheme and set up a bank mandate. A fixed amount is debited and invested into the fund on the specified date of every month/quarter, depending on the decided frequency.

Net Asset Value (NAV) represents the value of a mutual fund. It gives the fund’s value per unit at any given time.

The formula for NAV is as follows:

NAV = (Value of assets – Value of liabilities)/number of units outstanding

The NAV of a fund is updated once per day. This is done at the end of the day’s trading session. The NAV of a fund has no bearing on the performance of the fund, nor does it impact the fund selection.

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