Product - Mutual funds

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Mutual funds




Mutual Fund investment is the most professional way of doing investment and generates high returns which help us to beat inflation and build wealth in long term.  

Mutual fund collects funds from various investors and invest in varies
securities (Equity, Debt, Gold, Govt Securities etc) and pass on the generated returns to the customer. 

Mutual Funds are regulated by SEBI. Mutual fund is managed by professionals who have vast experience and are experts in understanding market. Mutual funds offer various schemes which are designed according to risk profile of the customer
and the financial goal of various customers. 

Customer can invest in Mutual funds as a
lumpsum amount or can invest through Systematic Investment Plan (Small amount at regular intervals – Monthly or Quarterly). Customer can choose dividend option, where customer will get dividends as generated by the scheme or choose growth option where the investment of the customer will keep growing. 

Through Equity Linked Saving Scheme, one can save tax upto Rs 150000 in a Financial Year. Lock in period of the same is 5 Years. 

As of July 31, 2024, the Assets Under Management (AUM) of the Indian mutual fund industry was ₹64.97 trillion. This is a more than six-fold increase from ₹10.06 trillion in 2014 and a more than two-fold increase from ₹24.54 trillion in 2019. The growth in AUM reflects the growing popularity of mutual funds among investors and the industry's important role in the financial sector.

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State - Uttarakhand

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