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Mutual Funds
Mutual funds are investment vehicles that pool money from investors. The money is then invested across a wide variety of assets like stocks, bonds, gold, etc. depending on the investment objective to earn returns.
How do mutual funds work?
- A mutual fund is set up by the Sponsor or Promoter. An Asset Management Company (AMC) is appointed to oversee and manage the fund’s portfolios.
- An investor puts in money in a mutual fund scheme in exchange for units. Some fund units can be bought only during a new fund offering, while some can be bought any time.
- This money collected from a pool of investors is then used to purchase stocks, bonds, money-market instruments, government securities, ETFs, gold and so on. The scheme’s prospectus will give a detailed idea about the kind of assets that will be purchased.
- The AMC generally charges a small fee for managing the assets
- The portfolio is managed by the AMC. The regularly buy and sell the assets. Any profits made would be distributed amongst the investors as dividends.
What are the benefits?
Over the years, mutual funds have emerged as a highly popular investment option among investors in India and across the globe. Here’s why mutual funds are beneficial:
- Diversification: Mutual funds give you access to a diversified portfolio. If you had to invest directly, you would have had to shell out a lot of money for diversification. In contrast, using a minor amount, you can have access to a portfolio with investments across mutliple stocks or bonds.
- Professional management: As an investor, you conduct your own research before buying a stock or bond. However, there are so many options out there that it can become confusing. A mutual fund, however, allows you to save time and resources in this research. Experts in the asset management company will be investing on your behalf through a mutual fund.
- Timing: In the stock market, timing is one of the most important factors. A mutual fund allows you to sit back and relax, and not worry about buying or selling at the right time.
- Transaction cost: When you buy a stock or bond, you have to pay a small amount as fees every time. Imagine, if you were to buy a hundred assets to diversify your portfolio, you had to pay a charge for each of them. This is not so for a mutual fund. All you have to do is pay a small fee once.
Shriram Insight brings you the online convenience while investing in Mutual funds also - Hassle free and Paperless Investing.
You can now invest on-line in 44 mutual Funds through Shriram Insight.
- 360 ONE Mutual Fund
- Aditya Birla Sunlife Mutual Fund
- Axis Mutual Fund
- Bajaj Finserv Mutual Fund
- Bandhan Mutual Fund
- Bank of India Mutual Fund
- Baroda BNP Paribas Mutual Fund
- Canara Robeco Mutual Fund
- DSP Mutual Fund
- Edelweiss Mutual Fund
- Franklin Templeton Mutual Fund
- Groww Mutual Fund
- HDFC Mutual Fund
- Helios Mutual Fund
- HSBC Mutual Fund
- ICICI Prudential Mutual Fund
- IDBI Mutual Fund
- Invesco Mutual Fund
- ITI Mutual Fund
- JM Financial Mutual Fund
- Kotak Mahindra Mutual Fund
- LIC Mutual Fund
- Mahindra Manulife Mutual Fund
- Mirae Mutual Fund
- Motilal Oswal Mutual Fund
- Navi Mutual Fund
- Nippon India Mutual Fund
- NJ Mutual Fund
- Old Bridge Mutual Fund
- PGIM India Mutual Fund
- PPFAS Mutual Fund
- Quant Mutual Fund
- Quantum Mutual Fund
- Shriram Mutual Fund
- Sahara Mutual Fund
- Samco Mutual Fund
- SBI Mutual Fund
- Sundaram Mutual Fund
- TATA Mutual Fund
- Taurus Mutual Fund
- Trust Mutual Fund
- Union Mutual Fund
- UTI Mutual Fund
- WhiteOak Capial Mutual Fund
You can invest in mutual funds without the hassles of filling application forms or any other paperwork You need no signatures or proof of identity for investing.
Once you place a request for investing in a particular fund, there are no manual processes involved.
You also get control over your investments with online order confirmations and order status tracking. Get to know the performance of your investments through online updation of MF portfolio with current NAV.
Shriram Insight offers you various options while investing in Mutual Funds:
Purchase: You may invest/purchase mutual fund units without the hassles of filling application forms.
Redemption:In addition to giving hassle-free paperless redemption, Shriram Insight offers faster liquidity.
The Redemption money will be credited to your bank account automatically after payout.
Systematic Investment plans (SIP): SIP allows you to invest a certain sum of money over a period of time periodically.
Shriram Insight Awards
Attention Investors
- Prevent Unauthorized Transactions in your account. Update your Mobile Numbers/Email IDs with your stock brokers. Receive information of your transactions directly from the Exchange on your Mobile/Email at the end of the day.
- Prevent Unauthorized Transactions in your demat account. Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from CDSL on the same day. (Issued in the interest of Investors)
- KYC is one-time exercise while dealing in securities markets - once KYC is done through a SEBI-registered intermediary (Broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary.
- Investors need not issue cheques while subscribing to IPO. Just write the bank account number and sign in the application form to authorize your bank to make payment in case of allotment. No worries regarding refund since the money remains in investor's account.
- Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
- Update your Mobile Number and Email id with your stock broker/depository participant and receive OTP directly from the depository on your Email id and/or Mobile Number to create pledge.
- Pay 20% upfront margin of the transaction value to trade in cash market segment.
- Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020, and NSE/INSP/45534 dated August 31, 2020, and other guidelines issued from time to time in this regard.
- Check your Securities/MF/Bonds in the consolidated account statement issued by NSDL/CDSL every month.
SEBI Reg. No. : INZ000216238- Member: NSE (Equity, Equity Derivative, Currency Derivative)
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