Mutual Funds Guide

Understand mutual funds, how they work, and how to build a diversified portfolio with professionally managed investments.

What are Mutual Funds?

  • • Pooled investment vehicles
  • • Professional fund management
  • • Diversification benefits
  • • NAV (Net Asset Value) explained

Types of Mutual Funds

  • • Equity funds
  • • Debt funds
  • • Hybrid funds
  • • Sector and thematic funds

Key Metrics

  • • Expense ratio
  • • Exit load
  • • AUM (Assets Under Management)
  • • Rolling returns

Tax Implications

  • • LTCG and STCG
  • • Dividend distribution tax
  • • Tax-saving ELSS funds
  • • Indexation benefits

Start Investing Systematically

Combine mutual funds with SIP for disciplined, long-term wealth creation.