Mutual Fund & Sip

What are Mutual Funds?

Mutual funds are investment instrument that pool money from multiple investors to purchase securities like stocks, bonds, and other assets. Professional fund managers allocate these funds and what gains and losses incurred from such investments are divided among investors in the proportion of the share of investment. Mutual funds give small or individual investors access to professionally managed portfolios, which would be difficult to create with a small amount of capital.

Key Benefits of Mutual Funds

  • Professional Management by experts
  • Diversification across multiple securities Liquidity with ability to redeem on any business day
  • Affordability with low minimum investment requirements
  • Variety of investment options for different goals

How A H Financial Helps You Invest

  • Analyzing your financial goals, time horizon, and risk tolerance
  • Creating a customized mutual fund portfolio strategy
  • Researching and selecting quality funds with consistent performance
  • Regular monitoring and rebalancing of your portfolio
  • Providing guidance on systematic investment approaches
  • Ensuring tax efficiency in your investment strategy

Types of Mutual Funds

Equity Funds

Debt Funds

Hybrid Funds

How Mutual Funds Work

When you invest in a mutual fund, you’re buying units (or shares) of the fund. The price of each unit, called the Net Asset Value (NAV), is calculated daily based on the total value of the fund divided by the number of units. Your investment grows or decreases based on the performance of the underlying securities in the fund’s portfolio.

Systematic Investment Plan (SIP)

Lump Sum Investment

Systematic Transfer Plan (STP)