Educate Yourself

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Beginners Guide to Mutual Fund Investments

Mutual funds are increasingly becoming a popular investment vehicle and many investors are choosing them to meet their financial goals. Since many of them are new to mutual funds, here’s a beginner’s guide that explains what they need to do as first time investors and the art of choosing the right mutual fund scheme.

    1. I want to invest in Mutual Funds … how do I start?

      Investing in mutual funds is simple. All you need is KYC compliance. Fill up the KYC form, your photo and valid address proof such as photocopies of your Aadhar card, PAN card, electricity bill, passport or bank statement, etc. Submit these documents along with the investment form to a mutual fund house or the registrar.


    2. What is the best scheme for a first time mutual fund investor

      There is no “one size fits all” scheme. Your choice of mutual fund scheme should depend on your age, risk aptitude, financial goals, time frame, asset allocation and more. Many websites offer free online calculators to evaluate goal based investment planning. You can even talk to a financial advisor or distributor.


    3. There are several funds offering debt, equity and hybrid options. Which one should I choose?

      Before going ahead with any of the fund houses, one should check the history and track record of the firm. Also, it is recommended that you check past performance of the scheme, the management track record before investing your money.

    4. Does the past performance of a mutual fund scheme assure future results?

      One should look at 1, 3, 5, 10 years performance of the scheme. If the fund has shown consistent results, has outperformed the benchmark over the period then it indicates good fund management and one may consider investing in the scheme. However, a mutual fund’s past performance does not indicate future returns & financial advisor should be consulted before investing.


      Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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