Mutual Funds

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Mutual Fund Schemes
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Fund Name3Y ReturnsMin SIP Invt.
Fund Name3Y ReturnsMin SIP Invt.
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FAQs on Mutual Funds

A mutual fund is a type of investment where a group of investors collectively pool their money to buy various assets like stocks, bonds, money market instruments or other securities. The assets are managed by professional fund managers, who aim to generate returns for the investors. Any profits or earnings are distributed among the investors after deducting expenses, calculated using the fund's Net Asset Value or NAV. Mutual Funds are regulated by the Securities and Exchange Board of India.

  1. Lumpsum Investment

A lump sum investment in mutual funds is an investor's one-time, substantial investment into a specific mutual fund scheme. This approach involves investing a significant amount upfront, providing an immediate boost to the investment portfolio. While this method allows for potential immediate capital appreciation, it also exposes the investment to market timing risk, as the entire amount is invested at a single point in time. It is suitable for investors with enough funds available, such as from a bonus or inheritance, who are confident in their investment choices but should be mindful of market conditions. Invest in Mutual Funds with Kotak Securities for a smoother lump sum experience. Benefit from a user-friendly platform and expert guidance to navigate your investment choices seamlessly.

  1. Systematic Investment Plan (SIP)

A Systematic Investment Plan (SIP) is a hassle-free way to invest in mutual funds. Instead of making a large one-time investment, investors commit to investing a fixed amount at regular intervals, usually monthly. SIPs offer the advantage of spreading the investment over time, reducing the impact of market volatility. This disciplined approach helps investors navigate market fluctuations and benefit from the concept of rupee cost averaging – buying more units when prices are lower and fewer when prices are higher.

SIPs are well-suited for those looking to start investing with smaller amounts and those seeking a systematic and disciplined way to grow their wealth over the long term. They provide flexibility, convenience, and the potential for compounding returns, making them a popular choice for investors with varying financial goals. Start on your investment journey with SIPs through Kotak Securities. Enjoy the ease of regular contributions and watch your wealth grow systematically.

  1. Flexible investment options: You can choose the plan that best suits your investment horizon and financial goals.
  2. Wide range of mutual funds:Choose a fund that suits your investment goals and risk appetite from various categories, including equity, debt, hybrid, and balanced funds
  3. Professional fund management: Takes the burden of research and analysis off your shoulders with experienced fund managers who research and select investments based on your risk appetite and investment goals.
  4. Advanced investment tools and platforms: Monitor your investments, track performance with a user-friendly online platform and mobile app equipped with powerful tools like portfolio trackers, investment calculators, and research reports.

To invest in mutual funds, you need to open a Demat account with Kotak Securities. Then, you can browse through different mutual funds & and start an SIP or lumpsum investment.

Investing in mutual funds can be profitable, depending on the mutual funds schemes. Different mutual funds depend on the joint schemes. You can evaluate the risk before making any investment.

Yes, you can easily modify or cancel your SIP investment in advance in the Kotak Securities mobile app or website.

Yes, you can withdraw your mutual funds on your open-ended funds. You cannot do the same for the ELSS mutual funds.

Depending upon your investment goal, you can choose between equity, bonds, ETFs, and other types of mutual fund schemes. There are different mutual fund schemes available. It would help if you did thorough research before making any investment decisions.

Kotak Securities Limited: AMFI-registered Mutual Fund Distributor

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