Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities. Seeking advice from a reputable mutual fund expert like us can help in making informed investment decisions.
Mutual funds collect funds from investors and are managed by professional fund managers. These managers invest the pooled money in a diversified portfolio based on the fund’s objectives.
Types include equity funds (invest primarily in stocks), debt funds (invest in fixed-income securities), hybrid funds (combine both stocks and bonds), and specialty funds (focus on specific sectors or themes).
NAV represents the value of one unit of a mutual fund. It’s calculated by dividing the total value of all the fund’s assets by the total number of units outstanding. It’s an essential metric recommended to monitor with the guidance of a skilled mutual fund experts lke us.
SIP is a method of investing in mutual funds where investors contribute a fixed amount regularly (monthly or quarterly) over a period of time, allowing them to benefit from rupee cost averaging.
A lump sum investment involves investing a large amount of money in a mutual fund all at once, as opposed to making smaller, regular contributions. A skilled mutual fund expert, such as Rajesh Ayar, can guide in making informed decisions for lump sum investments.