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Mutual Fund Services
Unleash the Power of Mutual Funds with Our Expert Services
Mutual Funds are great investment options. They are easy, convenient, and safe. However, to make the most out of it, you'll need the help of professionals. Our experts will help you navigate the complex world of investments and achieve your personal goals. Our services is for everyone, be it you're a newbie to the world of investments or a pro looking to expand. We offer a wide range of services, from selecting the right fund to managing your portfolio
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How do Our Mutual Fund Services Work?
Initial Consultation
This consultation is aimed at understanding your financial goals and capacity to invest, along with risk tolerance. This helps our experts prepare unique personalized strategies for you.
Fund Selection
Based on your profile and needs, we recommend a selection of funds that aligns perfectly with your goals. The basis of our recommendation is the current market conditions and future prospects of the fund.
Portfolio Management
Once you make the investment, our experts constantly monitor the performance of your fund. Track and manage your portfolio and make necessary adjustments to mitigate any risks.
Regular Updates
We provide regular updates and detailed reports to all our clients about the performance of their portfolios. This way, they will be equipped with the necessary information and be able to make timely decisions.
Why Invest in Mutual Funds? When There Are So Many Different Opportunities
Mutual funds provide a wide range of benefits over other investment options, so let's look at them.
Diversification
Mutual funds offer diversification. This way, all your apples will be in the same basket. The fund operators pool money from different investors and invest them into different stocks and securities, minimizing the overall risk.
Professional Management
All your investments are being managed by a professional fund manager who has in-depth knowledge about this field. This way, they make informed decisions and make profits for you.
Liquidity
Mutual Funds are highly liquid. This means you can cash out your investments easily on the same business day.
Tax Efficiency
Mutual funds offer a wide range of tax-saving benefits, such as equity-linked savings schemes (ELSS) and rebates when filing income tax.
Convenience
Mutual funds offer systematic investment plans (SIPs). This ensures the flexibility and convenience of the investor.
Best Mutual Funds in India
Below we have discussed different types of Mutual funds in India that are providing great returns to their investors. So let's have a look at them.
Best Equity Mutual Funds in India
Equity Mutual funds are those where shares of other firms are purchased as an investment.
Fund Name | NAV (₹) | 5-Year CAGR | Risk | Exit Load | Minimum Investment (₹) |
Parag Parikh Flexi Cap Fund | 57.93 | 20.5% | High | 1% (if <1 year) | 1,000 |
Axis Bluechip Fund | 45.82 | 15.2% | High | 1% (if <1 year) | 5,000 |
Mirae Asset Large Cap Fund | 86.45 | 17.4% | High | 1% (if <1 year) | 1,000 |
SBI Small Cap Fund | 115.03 | 22.6% | Very High | 1% (if <1 year) | 500 |
ICICI Prudential Bluechip Fund | 46.98 | 14.7% | High | 1% (if <1 year) | 100 |
Kotak Emerging Equity Fund | 76.50 | 18.1% | High | 1% (if <1 year) | 1,000 |
HDFC Mid-Cap Opportunities Fund | 85.22 | 17.9% | High | 1% (if <1 year) | 500 |
Nippon India Small Cap Fund | 94.73 | 21.2% | Very High | 1% (if <1 year) | 500 |
DSP Midcap Fund | 87.32 | 16.8% | High | 1% (if <1 year) | 500 |
Axis Midcap Fund | 61.49 | 18.6% | High | 1% (if <1 year) | 500 |
Best Debt Mutual Funds in India
This involves investing in cluster debt instruments such as TBills ,Bonds and CBills.
Fund Name | NAV (₹) | 5-Year CAGR | Risk | Exit Load | Minimum Investment (₹) |
ICICI Prudential Constant Maturity Gilt Fund | 31.78 | 8.2% | Moderate | Nil | 5,000 |
SBI Magnum Income Fund | 40.23 | 7.8% | Moderate | Nil | 1,000 |
HDFC Short Term Debt Fund | 24.86 | 6.9% | Low | Nil | 5,000 |
Axis Banking & PSU Debt Fund | 19.65 | 6.5% | Low | Nil | 5,000 |
Aditya Birla Sun Life Medium Term Plan | 39.46 | 7.1% | Moderate | Nil | 1,000 |
Nippon India Short Term Fund | 37.22 | 6.8% | Low | Nil | 5,000 |
L&T Triple Ace Bond Fund | 17.48 | 7.4% | Moderate | Nil | 1,000 |
IDFC Bond Fund – Short Term Plan | 36.15 | 6.7% | Low | Nil | 5,000 |
Franklin India Low Duration Fund | 29.53 | 6.6% | Low | Nil | 5,000 |
Kotak Corporate Bond Fund | 25.87 | 7.0% | Moderate | Nil | 5,000 |
Best Hybrid Mutual Funds in India
These types of mutual funds are a mix of both Equity and Debt instruments.
Fund Name | NAV (₹) | 5-Year CAGR | Risk | Exit Load | Minimum Investment (₹) |
HDFC Hybrid Equity Fund | 64.35 | 14.5% | High | 1% (if <1 year) | 5,000 |
ICICI Prudential Equity & Debt Fund | 183.12 | 12.6% | High | 1% (if <1 year) | 1,000 |
SBI Equity Hybrid Fund | 150.45 | 13.2% | High | 1% (if <1 year) | 500 |
Mirae Asset Hybrid Equity Fund | 22.38 | 14.0% | High | 1% (if <1 year) | 5,000 |
Aditya Birla Sun Life Equity Hybrid 95 Fund | 908.92 | 13.7% | High | 1% (if <1 year) | 1,000 |
Nippon India Equity Hybrid Fund | 58.54 | 12.9% | High | 1% (if <1 year) | 500 |
Axis Triple Advantage Fund | 43.24 | 11.8% | Moderate | Nil | 5,000 |
Franklin India Equity Hybrid Fund | 58.17 | 13.0% | High | 1% (if <1 year) | 5,000 |
UTI Hybrid Equity Fund | 185.30 | 12.4% | High | 1% (if <1 year) | 5,000 |
DSP Equity & Bond Fund | 79.58 | 11.9% | High | 1% (if <1 year) | 500 |
Why Choose Abhishek Bansal Distributors?
If you go out into the market, you'll find a wide range of options for investing. However, you'll need an expert who'll help you select the best options to invest in based on your own personal circumstances and goals. It doesn't matter whether you're planning for retirement, saving for your child's education, or aiming to buy a home.
We'll help you realise all those dreams. We are working in the finance field for almost a decade, and we have brought smiles to many homes by securing their financial future. Today, they live a worry-free life. You Can Also Be One.
Service FAQ’s
It is an investment type where the service provider pools the money from different investors and creates a diversified investment portfolio using securities, such as stocks, bonds, and other assets.
You can choose the right mutual funds based on your goals and personal investment capacity. You should also check your risk tolerance capacity. Our experts can help you in finding out the fund that suits you the best.
Yes, you can withdraw money from your mutual funds anytime you like. They are highly liquid and provide quick transfer.
SIP allows you to invest in mutual funds regularly in small amounts for a longer period.