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Don’t know where to start your mutual fund journey?
We've got you covered!
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Investing in Mutual Funds through Fi is as simple as it gets.
All you need to do is pick your preferred fund, type of investment, duration, and ta-da!
But what if you don’t know the type of funds out there?
Or what if all the fund options have confused you?
Well, we still have your back!
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Mutual funds are usually categorised based on their structure, asset class, investment objective, speciality and more.
There are thousands of mutual funds for you to choose from. Let’s explore some popular types out there.
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These funds invest in listed stocks on the share market.
They are generally high risk and can be divided further by market capitalization into Large Cap, Mid Cap, Small or Micro Cap Funds.
Equity funds have multiple types of funds and schemes under their broad classification
Be sure to check out the precise type of fund you’d want to invest in under Equity Funds.
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A relatively low-risk investment option, debt funds invest in fixed-income instruments like government and corporate bonds.
Debt funds are ideal for traditional risk-averse investors.
They come in with steady returns and low-cost structures for you to start your mutual fund journey with.
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Contrary to mutual funds that invest in the share market actively, Index Funds are passive and mimic popular market indices.
The fund manager doesn’t actively pick out stocks but instead invests assets in all the stocks making up the market index.
As stock weights change in the index, the mutual fund mimics these by buying or selling units.
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These funds invest in diverse asset classes.
For example, these schemes can invest in both equity and debt funds to balance out the risk and improve returns.
There are multiple types of hybrid funds depending on their schemes, objective, and asset class investment
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Known as Tax Saving funds, these allow you to save up to ₹1.5 Lac under section 80C of the Income Tax Act.
ELSS funds have a 3-year lock-in period with growth and dividend options to choose from.
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But that’s not all of it.
You can explore and experiment with hundreds of mutual funds on the Fi app.
Be it getting info on interesting funds, filtering out funds based on your requirements, or investing in seconds, Fi’s got all your bases covered.
Simplified investing FTW :)