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Mutual Funds

Diversified mutual fund investments to help you achieve your financial goals through professional fund management.

Overview

Mutual funds offer a convenient way to invest in a diversified portfolio of stocks, bonds, and other securities managed by professional fund managers. Our mutual fund advisory helps you select the right funds based on your risk profile and investment objectives.

Key Benefits

Professional fund management
Diversification across asset classes
Systematic Investment Plan (SIP) options
Liquidity and flexibility
Tax-efficient investment options
Wide range of fund categories

How It Works

1

Goal Planning

Define your investment goals and time horizon

2

Risk Profiling

Assess your risk tolerance and investment capacity

3

Fund Selection

Choose appropriate mutual funds based on objectives

4

Investment

Start investing through lump sum or SIP

5

Monitoring

Regular review and portfolio rebalancing

Why Choose Earnify?

Our mutual fund advisory is backed by comprehensive research and analysis. We help you build a well-diversified portfolio that aligns with your financial goals while optimizing returns and managing risks effectively.

Frequently Asked Questions

What is the minimum amount to invest in mutual funds?

Most mutual funds have a minimum investment of ₹500 for SIP and ₹5,000 for lump sum investments.

What is the difference between growth and dividend options?

Growth option reinvests profits to increase NAV, while dividend option distributes profits periodically to investors.

Can I switch between different mutual funds?

Yes, you can switch between funds of the same fund house, though switching between different fund houses requires redemption and fresh investment.

What are the tax implications of mutual fund investments?

Equity funds held for more than 1 year qualify for LTCG at 10%, while debt funds have different tax treatment based on holding period.

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Contact our experts to learn more about mutual funds

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