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| Mutual Funds (MFs) over the years have gained immense popularity – MFs are a connecting bridge or a financial intermediary that allows a group of investors to pool their money together and the Fund Manager invests this money into specific Stocks or Bonds on their behalf. |
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| There are 3 types of MFs based on the nature of schemes: |
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Equity Funds : |
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Invests maximum part of their corpus into equity holding and they include Diversified Equity Funds, Large - Cap Funds, Mid-Cap Funds, Small-Cap Funds, Sector specific funds and Tax Saving Funds (ELSS). |
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Debt Funds : |
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They invest in debt papers issued by government authorities, private companies, banks and financial institutions. They ensure low risk and stable returns. They include Gilt Funds, Income Funds, MIPs, Liquid Funds, Short Term Plans, Gold Funds and Gold ETFs. |
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Balanced Funds : |
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They are a mix of equity and debt funds aimed at providing investors with the best of both the worlds. |
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| MF Industry Size : |
| The current AUM of the industry is around Rs. 8 lakh crores which we expect to double over a period of 5 years from now. |
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| Say No to Paper : |
| MFs go paperless as now they can be purchased or sold just like shares through BSE and NSE MF online platform. Now, your demat account will reflect your MF investment summary too, so that you have better control over your investments. |
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| IPO : |
| We provide advisory on which IPO to apply for and research reports with our ratings are also provided to clients to take an informed decision. |
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| THE SUSHIL ADVANTAGE |
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We have a well experienced team of portfolio analysts who continuously track the MF portfolios of our investors. Depending on our internal research, we advise the clients whether to apply or redeem (Enter or Exit) or Hold the MF schemes. |
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It's our continuous endeavor to protect our investors capital and offer the most ethical and loyal advice. |
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For the benefit and to guide the investors, we have a bouquet of MF research products like - MF Next Wave, MF Weekly News, MF Ranking, Upcoming Dividend, MF Watchout and Ongoing NFOs which add tremendous value to our clients. |
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