Mutual Funds

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Investing in Mutual funds is the best way for investors before taking direct entry into equity/debt markets. It should be the first step and it helps you to understand how equity/debt markets functions and how fluctuations in equity/debt markets affect returns.

A mutual fund is a pool of money accumulated from thousands of investors. Investors receive a proportionate share in the form of shares or units. A mutual fund manager will then take the pool of money and decide what securities to buy and sell within the mutual fund on behalf of the individual investors. These decisions are made with the assistance of high-quality investment research and are made by experienced investment professionals.

Given the number of funds of Mutual Funds available in the market, it becomes difficult for an investor to identify the appropriate scheme that will match his needs. Mutual funds ensure diversification within and across asset classes, across securities, across geographies, and also across fund managers. Diversification is an inevitable part of any investment strategy. The objective of diversification is best achieved in Mutual funds. It is one of the best ways to achieve financial goals.

At Future Wealth, our experts identify your investment objective and accordingly construct your Mutual fund portfolio thereby ensuring proper diversification.

Mutual Fund Investment Philosophy

Open ended funds

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.

Close Ended funds

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.

Equity funds

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.

Debt 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

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

Income funds are mutual funds or ETFs that prioritize current income, often in the form of interest or dividend paying investments.

Real asset funds

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.

Sector Funds

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