top of page
WEALTEQ Logo_light grey.png

AMFI-Registered Mutual Fund Distributor · ARN 358986

piggy bank

Before you invest a rupee, understand what you're actually buying.

arial view of table

What is a Mutual Fund?

A mutual fund is a collective investment vehicle that collects & pools money from a number of investors and invests the same in equities, bonds, government securities, money market instruments.

​

The money collected in mutual fund scheme is invested by professional fund managers in stocks and bonds etc. in line with a scheme's investment objective. The income / gains generated from this collective investment scheme are distributed proportionately amongst the investors, after deducting applicable expenses and levies, by calculating a scheme's "Net Asset Value" or NAV. In return, mutual fund charges a small fee.

​

In short, mutual fund is a collective pool of money contributed by several investors and managed by a professional Fund Manager.

Types of Mutual Funds

  • Mutual fund scheme predominantly investing in equity and equity related instruments.

  • Mutual fund scheme predominantly investing in debt and debt 

    related instruments

  • Mutual fund scheme investing in a mix of asset class i.e. equity,   debt, InvITs and commodities related instruments.

  • Scheme following glide path strategy-based investing across various asset classes i.e. Equity, Debt, InvITs, ETCDs, Gold &  Silver ETFs.

  • Fund of Fund Schemes and Passive Schemes for e.g. Index Funds /ETFs

Key Features

Icons-24.png

Professional Management

A mutual fund is managed by full-time, professional money managers who have the expertise, experience and resources to actively buy, sell, and monitor investments

Learn More
Icons-25.png

Risk Diversification

Buying shares in a mutual fund is an easy way to diversify your investments across many securities and asset categories

Learn More
Icons-26.png

Affordability and Convenience

It could be more costly to directly purchase all of the individual securities held by a single mutual fund.

Learn More
Icons-27.png

Liquidity

You can easily redeem (liquidate) units of open ended mutual fund schemes to meet your financial needs

Learn More
Icons-28.png

Low Cost

Due to huge economies of scale, mutual funds schemes have a low expense ratio.

Start Investing
Icons-29.png

Well Regulated

Mutual Funds are regulated by the capital markets regulator, Securities and Exchange Board of India (SEBI) under SEBI (Mutual Funds) Regulations, 1996.

Start Investing
Icons-30.png

Transparency

There are three essential places from where the investor can get enough information for making informed decisions, viz., scheme related documents (SID, SAI, and KIM), portfolio disclosures (e.g. factsheet), and the NAV of the scheme.

Start Investing
bottom of page