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What are the types of mutual fund schemes?
Why Invest In Mutual Funds?

How to choose the right financial advisor ?
How to choose the right financial advisor ?
Frequently used terms in Mutual Fund





What are the types of mutual fund schemes?


The types & classifications of Mutual Fund schemes have been discussed in details in our
Overview section
. Please refer to the said section for clarifications.

Why Invest In Mutual Funds?

If you are considering investing in stock market and are afraid of its some what unpredictable fluctuations, you can definitely consider investing in mutual funds. Some of the reasons that go strongly in favor of mutual funds are their lowest risk factors owing to diversification of assets in to various sectors and scrips or instruments within. As with the risk, the costs of unit share too are spread across making them affordable by almost any one. If you are looking at open end funds you can always purchase them from the company at the NAV minus some loads or expenses. The closed end funds give you the benefit of long term investment and stable returns.

How to invest in mutual funds?

Anyone can invest into mutual funds. But when to invest in a mutual fund and how much allocation should be made are some questions which should be answered with proper guidance. When you try to choose an investment, however, it is a good idea to seek the guidance of a financial advisor who will review its objective to make sure it supports your financial goal.

As an investor, your goals are unique, and a financial advisor can help match you with the best funds. Remember, however, when you are choosing funds, to consider how much risk you are comfortable with and when you'll need the money. If you have the time to weather the market's ups and downs, you may want to consider equity investments.

Before you select a mutual fund, it is essential to read the prospectus carefully to learn all you can about the fund's performance, investment goals, risks, charges and expenses.

Key Points to Remember while investing in Mutual Funds


* Mutual funds are not guaranteed or insured by the Central/ State Government or any other government agency — even if you buy through a bank and the fund carries the bank's name. You can lose money investing in mutual funds.
* Past performance is not a reliable indicator of future performance. So don't be dazzled by last year's high returns. But past performance can help you assess a fund's volatility over time.

How to choose the right financial advisor ?

Most investors want to buy stocks or Mutual funds when the prices are low and sell them when prices are high. But timing the market is time consuming and risky. A more successful investment strategy is to take the help of a professional Financial Advisor. The key function of a Financial Advisor or planner is to help people identify their financial planning needs, their present priorities and the products that are most suitable to meet their needs. A Financial Advisor normally possesses detailed knowledge of a wide range of financial planning tools and products, but his major role is to help clients choose the best products for each need. A Financial Advisor’s loyalty should be to the client, not the product he is trying to sell. The financial planner should be in a position to provide you with unbiased advice and recommend products that match your needs and are the best performing ones available.

Choosing your financial advisor is much like choosing your family physician. We at Suvridhi Capital Markets Pvt. Ltd believe in the above approach and strive to cater to the requirements of our clients accordingly.

Frequently used terms in Mutual Fund

NAV (Net Asset Value)

Net Asset Value is the price of a share in a mutual fund or investment company. This price is calculated once or twice daily. Net asset value is the amount by which the assets’ value exceeds the company’s liabilities. It is calculated by adding up the market value of all securities owned by the company, subtracting the company’s liabilities, and dividing this value by the number of shares of the company outstanding. Thus, the NAV indicates the current buying or selling price of a share in an investment company.

Entry Load
It is a charge collected by a scheme from the applicant when the latter purchase units of that scheme. Also called, ‘Front-end’ load or Entry load

Exit Load

It is a charge collected by a scheme from the unit-holder when the latter sells the units of that scheme. This is generally for a specific duration only. Also known as ‘back-end’ load or Exit load.


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