Online Trading India

Mutual Funds

Share Market
Credit Card

Mutual Fund Investment Guide for You

Mutual funds are one of the safest investment instruments for wealth creation, tax savings, and achieving financial goals. Mutual funds are succeeded by asset management companies (AMC) who bring together a group of people and invests their money in stocks, bonds and other securities.

mutual funds

Create a portfolio

To start a mutual fund investment, you require to open an account with fund houses and complete your KYC. The next step is to create a mutual fund portfolio which many investors find tough.

mutual funds

First, shortlist a few schemes with credible long-term performance record. Next, pick the ones that are in line with your risk profile and investment objectives.

Fund allocation

mutual funds

Now determine how much you want to invest in it. The best way to invest in mutual funds is through Systematic Investment Plans (SIPs). SIP lets you purchase units of your chosen mutual fund as per your budget at fixed intervals (typically, once a month).

Portfolio review

mutual funds

Once you purchase the funds, don’t forget to check and review the performance of your portfolio at regular intervals. You can make changes in your portfolio whenever you think it’s necessary. It is advised that you should review your investments and re-balance it at least once in a year.

(Visited 15 times, 1 visits today)
Share This!
Show Buttons
Hide Buttons