What is a Mutual Fund ?

A mutual fund is a financial tool that pools the money of investors sharing a common financial goal. A Professional Fund Manager invests this money in capital market instruments such as shares, debentures etc. in line with the Fund’s strategy. A Mutual Fund provides investors the opportunity to invest at a low cost in a diversified, professionally managed basket of securities that offer excellent long term returns & tax saving options.

• An opportunity to participate in the growth and profits of India’s best and fast growing companies.
• You can build-up capital at your own pace through monthly installments starting at Rs. 500 per month. This cultivates a healthy savings habit as well.
• If you invest Rs.1000 per month for a continuous period of 5 years, you could see your capital grow to 74,877 at an average return of 10 % per year.
• You can reduce your tax payout if you choose a Tax Savings Fund
• Gold, an attractive investment option, can also be purchased through SIP.
• You take advantage of Rupee Cost Averaging. This means that you buy fewer units when the price is high and more when the price is low, thereby averaging the cost per unit.
• You can stop at any time and redeem your units, unless you have chosen a Tax Savings Fund.

Why SumArtha Investment Solutions

We have experts in the field guiding you the right mutual funds and also the kind you should be in a particular time frame, i.e. in March 2016 after a correction from last one year would recommend a large equity mutual fund. Such professional advice based on market analysis helps you stay in the right mix of mutual funds, hence maximizing returns.