Mutual funds without a doubt are the most popular investment options these days. A mutual fund is an investment vehicle that helps the investor to invest in stocks indirectly. A fund manager, who is a finance professional, manages the pooled investment. The fund manager purchases securities such as stocks and bonds that are in line with the investment mandate.
Investors can diversify their portfolios by investing in mutual funds as the asset allocation would cover several instruments. Investors would be allocated fund units based on the amount they invest. Each investor would hence experience profits or losses that are directly proportional to the amount they invest. The main intention of the fund manager is to provide optimum returns to investors by investing in securities that are in sync with the fund’s objectives. The performance of mutual funds is dependent on the underlying assets.
An open-end fund is a diversified portfolio of pooled investor money that can issue an unlimited number of shares. The fund sponsor sells shares directly to investors and redeems them as well.
A closed-end fund (CEF) or closed-ended fund is a collective investment model based on issuing a fixed number of shares which are not redeemable from the fund.
An equity fund is a mutual fund that invests principally in stocks. It can be actively or passively (index fund) managed. Equity funds are also known as stock funds.
A bond fund or debt fund is a fund that invests in bonds, or other debt securities. Bond funds can be contrasted with stock funds and money funds.
Hybrid funds are mutual funds or exchange-traded funds (ETFs) that invest in more than one type of investment security, such as stocks and bonds.
Income funds are mutual funds or ETFs that prioritize current income, often in the form of interest or dividend paying investments.
Real assets are physical assets that have an intrinsic worth due to their substance and properties. Real assets include precious metals, commodities, real estate, land, equipment, and natural resources.
A sector fund is a fund that invests solely in businesses that operate in a particular industry or sector of the economy. Sector funds are commonly structured as mutual funds or exchange-traded funds
Greenback Financial Services are Mutual Fund Distributors registered with the Association of Mutual Funds in India (AMFI) and get compensated / paid by AMCs. We are neither certified financial planners nor Sebi registered investment advisors. Any recommendation given during interaction/conversation is only incidental to the main function of MF distribution and recommendations are only as allowed under the AMFI Guidelines, or the various circulars issued thereunder. All Mutual Funds are subject to market risks. Investor must read all scheme related documents, risk factors of various mutual fund schemes available in the Scheme Information Document (SID), Statement of Additional Information (SAI), Key Information Memorandum (KIM), etc before investing. The value of any investment may rise and/or fall as a result of market changes and this website is not intended to predict actual performance and/or success of any scheme or other investment product and no assurances are given with respect thereto. Past performance is not indicative of future returns.
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