What are Mutual Funds?

A mutual fund is a firm that invests money from investors in assets such as stocks, bonds, and short-term debt, which are referred to as the portfolio. Investors purchase shares, which reflect their proportionate ownership and income from the fund.

Large-Cap Funds

These funds invest at least 80% of their assets in the top 100 companies by market capitalization.

Small-Cap funds

Such funds invest at least 65% of their assets in companies ranked 251 and above by market capitalization.

Mid-Cap Funds

These funds invest at least 65% of their assets in the next 150 (101st to 250th) companies ranked by market capitalization.

Multi-Cap Funds

These funds invest at least 25% of their assets in each of the large, mid, and small-cap stocks.

Min Investment: Rs 500

Benefits of mutual funds from Infinity Wealth

Min Investment: Rs 500
Mutual Funds in India are established in the form of a Trust under Indian Trust Act, 1882, in accordance with SEBI (Mutual Funds) Regulations, 1996.

Facts You Should Know

01.

Dividend payments

A fund's revenue might come from stock dividends or bond interest. The fund then distributes virtually all of its earnings to owners after deducting expenditures.

02.

Capital gains distributions

A fund's capital gain is the rise in the price of an asset sold, which the fund distributes to investors at the close of the year after deducting any losses.

03.

Higher NAV

The higher the net asset value (NAV) of a fund's portfolio after expenditures, the more valuable the fund and its shares.