R. SrinivasanChief Investment Officer - Equity, SBI Mutual Fund

Prashant JainExecutive Director & Chief Investment Officer, HDFC Mutual Fund

Sum Assured as lumpsum benefit on death.

LIC's New Money Back Plan - 20 Years

Jinesh Gopani Head - Equity, Axis Mutual Fund

Mutual funds is one of the great investment options that are available in the market. Mutual fund is a pooling together of money obtained from multiple investors which, after careful research, is invested in a variety of asset classes, such as equities, debt, money market instruments, etc. so as to maximise growth in capital. 

When it comes to mutual funds, the 'fact sheet' is one of the reports required to be published by the fund houses every month. So, what does the fact sheet mean for the investors? If we go by the bare definition of a fact sheet, it is a paper giving useful information about a particular issue, especially the one debated on a television/radio programme. However, when it comes to mutual funds, fact sheet means a document which gives you valuable information about a particular mutual fund scheme.

Many a time it happens that when you tell people to save or invest, they say that this month’s income is already spent, so they will start saving or investing from next month. 

here has been a spectacular increase in mutual fund investments in the last few years. The domestic MF AUMs have grown five-and-half times in the last 10 years. The AUMs have increased from `4.13 lakh crore at the end of 2008 to `22.86 lakh crore at the end of 2018.

Hey, this is “Mutual Fund” once again. In the last two articles, I had introduced my family members from the equity and debt categories. Now, finally, I will introduce you to my family members from the hybrid, solution-oriented and other categories. So, let’s get started.

This is the fifth article of the knowledge series sponsored by Sundaram Asset Management Company, which will cover various topics important for your financial well-being.

Hi! It’s me again—Mutual Fund. In the last article, you may have understood various reasons why to choose me for your investment needs. Now I will take you through my family members. So get ready for a long list.