Min. investment
5 Year Returns
Min. investment
5 Year Returns
Min. investment
5 Year Returns
Min. investment
5 Year Returns
Min. investment
5 Year Returns
Min. investment
5 Year Returns
Min. investment
5 Year Returns
Min. investment
5 Year Returns
Min. investment
5 Year Returns
Min. investment
5 Year Returns
Min. investment
5 Year Returns
Min. investment
5 Year Returns
Equity funds are a type of mutual fund that invests in the shares of various companies trading on the stock market. The companies are selected based on the investment objective of the equity fund scheme. These schemes aim for high capital appreciation for long term wealth creation and take proportional risks to achieve their goal.
Yes, SIP (Systematic Investment Plan) in equity funds allows investors to regularly invest fixed amounts, helping in rupee cost averaging and disciplined investing.
The best equity SIP depends on individual investment goals, risk tolerance, and financial objectives; consulting a financial advisor can help determine the most suitable option.
Equity funds offer growth potential, diversification, and professional management, making them a compelling investment choice.
An equity value mutual fund invests primarily in stocks of companies deemed undervalued by the market. These funds aim to generate returns through long-term capital appreciation, betting on the potential for these companies to recover and perform better in the future. They are managed by professionals who seek stocks trading below their intrinsic value.
Equity Mutual Funds carry varying levels of risk, depending on the portfolio's composition and market volatility. They can be safer than direct stock investments due to professional management and diversification across various sectors and industries. However, equity funds can still be affected by market fluctuations, making them more suited for investors with a higher risk tolerance.
Yes, investors can redeem their units in an equity mutual fund at any time. However, the timing of the withdrawal can impact the returns due to market conditions and potential capital gains tax liabilities. Investors should consider the fund's performance, tax implications, and their financial goals when making withdrawal decisions.
The cut-off time for equity funds refers to the deadline by which investors must place transactions to be processed on the same day. In India, the cut-off time for buying or redeeming units in an equity mutual fund is generally 3:00 PM, with transactions placed after this time processed the next business day.
Equity Mutual Funds are generally considered good for long-term investments, as they allow time to navigate market cycles and potentially provide significant capital appreciation. The diversified nature of these funds also helps balance risk and returns over an extended period, making them suitable for investors seeking to build wealth gradually.
A 20% equity fund refers to a mutual fund that allocates 20% of its portfolio to stocks or equities. The remaining 80% may be invested in other asset classes, such as bonds or cash equivalents, providing a balanced approach to risk and return. This type of fund caters to conservative investors seeking steady returns.
An 80% equity fund indicates that 80% of its portfolio is invested in stocks or equities, with the remaining 20% allocated to other assets. This fund aims for higher capital appreciation and caters to more aggressive investors, balancing potential returns with risk management through diversification across sectors and industries.
A 100% equity fund invests its entire portfolio in stocks or equities. This type of fund aims for maximum capital appreciation, catering to aggressive investors willing to take on higher risk for potential gains. The fund's performance directly depends on the underlying stocks' performance, making it more volatile than diversified funds.
Equity refers to ownership shares in a company, while a mutual fund is an investment vehicle that pools money from multiple investors to invest in various assets, including stocks, bonds, and other securities. An Equity Mutual Fund primarily invests in stocks, offering diversified exposure to equities managed by professional fund managers.
The choice between equity and balanced funds depends on an investor's goals and risk tolerance. Equity funds offer higher potential returns, catering to aggressive investors. Balanced funds provide a mix of stocks and bonds, offering a balanced risk-return profile, making them suitable for conservative or moderate investors seeking steady returns.
The return of an equity fund varies depending on its portfolio composition and market conditions. Growth-oriented funds, sector-specific funds, or thematic funds in high-performing sectors can offer substantial returns. Investors should compare historical performance, benchmark indices, and fund objectives to find a high-return equity fund suited to their goals.
The ideal holding period for an equity mutual fund is generally over five years, allowing the fund to navigate market cycles and capitalise on long-term trends. Staying invested for an extended period also helps maximise returns, balancing short-term volatility with the potential for capital appreciation.
Returns from Equity Mutual Funds vary based on market conditions, fund objectives, and portfolio composition. Historically, equity funds have provided returns ranging from 10% to 15% annually over the long term. However, actual returns depend on factors such as stock performance, economic trends, and fund management strategies.
Yes, equity mutual funds are generally considered long-term investments. They allow time to navigate market cycles, reduce the impact of volatility, and capitalise on capital appreciation. Long-term investments also help maximise returns, making equity funds suitable for investors seeking to build wealth gradually over time.
Some equity mutual funds offer dividend options, distributing profits from the portfolio's investments to unitholders. Investors can choose between dividend payout or reinvestment options, allowing them to receive regular income or reinvest dividends back into the fund for compounded returns, enhancing wealth growth over time.
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