Mutual Funds – SIP (Systematic Investment Plan) & Lumpsum

Systematic Investment Plan

Description: Invest small amounts regularly into mutual funds, building wealth over time through disciplined investing and the power of compounding.

Projected Benefits:

1.Affordability: Start investing with as little as ₹500/month.

2.Rupee Cost Averaging: Reduces market volatility risk.

3.Long-Term Wealth: Suitable for financial goals like retirement, education, or buying a home.

Types:

  • Equity SIPs
  • Debt SIPs
  • Hybrid SIPs
  • Thematic / Sectoral SIPs
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Lumpsum

Description: A one-time investment in mutual funds that allows
you to take advantage of market opportunities for long-term
growth.

Projected Benefits:

1.Quick Exposure: Large investment at once captures potential growth.

2.Diversification: Access to multiple sectors and assets.

3.⁠Professional Management: Experienced fund managers optimize portfolios.

Types:

  • Equity Mutual Funds
  • Debt Mutual Funds
  • Hybrid Funds
  • Index Funds
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