Professional Management

• Experienced fund managers with access to market insights and tools

• Expertise in navigating market fluctuations

Diversification

• Spreads risk across various assets, sectors, and geographies

• Minimizes exposure to any one particular stock or sector

Goal-Based Saving

• Helps you build wealth for specific goals, such as:

  • Buying a home

  • Funding education expenses

  • Retirement planning

Tax Benefits

• Tax-free returns after one year in equity mutual funds (three years in debt mutual funds)

• Deductions under ELSS and RGESS schemes

Convenience and Flexibility

• Easy to buy, sell, or redeem units

• Option to hold units in a Demat account

• Flexible investment amounts and frequencies

Low Cost

• Economies of scale reduce transaction costs

• Lower costs compared to individual stock investments

Liquidity

• Most funds offer open-ended schemes with easy redemption

• Quick access to your money when needed

Transparency

• Regular updates on fund performance and strategy

• Regulated by SEBI to ensure disciplined management

Systematic Investment Plan (SIP)

• Invest regularly to benefit from:

  • Compounding

  • Rupee cost averaging

  • Forced saving

• Automated process with flexible investment amounts

Investing in Mutual Funds through Sharekhan

• Hassle-free transactions online or offline

• Access to over 1000 schemes

• ECS facility for simplified SIP investments

• Research reports and mutual fund finder tools

• Dedicated customer service and margin funding options

By investing in mutual funds through Sharekhan, you can enjoy a convenient, informed, and disciplined investment experience.