What is included in equity fund?
What is included in equity fund?
Equity funds are those mutual funds that primarily invest in stocks. You invest your money in the fund via SIP or lumpsum which then invests it in various equity stocks on your behalf. The consequent gains or losses accrued in the portfolio affect your fund’s Net Asset Value (NAV).
Where can I find a mutual fund prospectus?
You can get a prospectus by calling the mutual fund company directly or by visiting the fund’s website. Before investing in a mutual fund, read the prospectus thoroughly so you can carefully consider the fund’s investment objectives, risks, fees, and expenses.
Which equity fund is best?
| Mutual fund | 5 Yr. Returns | 3 Yr. Returns |
|---|---|---|
| Quant Small Cap Fund – Direct Plan-Growth | 24.55% | 40.84% |
| PGIM India Midcap Opportunities Fund – Direct Plan – Growth | 25% | 39.87% |
| Aditya Birla Sun Life Digital India Fund Growth | 33.13% | 39.8% |
| Tata Digital India Fund Regular Growth | 34.23% | 39.65% |
What is a prospectus for a mutual fund?
A mutual fund prospectus is a document detailing the investment objectives and strategies of a particular fund or group of funds, as well as the finer points of the fund’s past performance, managers and financial information. You can obtain these documents directly from fund companies through mail, email or phone.
What is difference between mutual fund and equity?
Whether you wish to invest in mutual funds or equity shares will depend upon your knowledge of the market….Mutual Funds or Equity – Which is a Better Option for you?
| Mutual Fund | Equity | |
|---|---|---|
| Risk | Susceptible to changes in the market, fairly risky | No risk involved as investors already know how much they can expect |
Do private equity funds have prospectus?
Private equity funds are created for real estate projects and many other investment structures. The prospectus – Prospectus – will outline the terms of the private equity fund.
Why do investors buy mutual funds?
Mutual funds pool money together from a group of investors and invest that capital into different securities such as stocks, bonds, money market accounts, and others. Among the reasons why an individual may choose to buy mutual funds instead of individual stocks are diversification, convenience, and lower costs.
Which fund has highest risk?
Top high-risk mutual funds
- Aditya Birla Sun Life Tax Relief 96 – Direct Plan.
- Tata India Tax Savings Fund – Direct Plan.
- L Tax Advantage Direct-G.
- IDFC Tax Advantage (ELSS) Fund – Regular Plan.
- BOI AXA Tax Advantage Fund – Direct Plan.
- Escorts Tax Plan – G.
- L Long Term Advantage Fund I – G.
How many types of mutual funds are there?
Hybrid Schemes
| 1 | Conservative Hybrid Funds | A hybrid mutual fund investing predominantly in debt instruments |
|---|---|---|
| 4 | Multi-Asset Allocation Funds | A scheme investing in 3 different asset classes. |
| 5 | Arbitrage Funds | A scheme investing in arbitrage opportunities |
| 6 | Equity Savings | A scheme investing in equity, arbitrage, and debt |