Mutual funds in India over a 5-year period slump: The leading fund has yielded a total of Rs 5.51 lakh on a Rs 1 lakh investment.

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Mutual funds
mutual fund

Mutual funds in India:

Investing in mutual funds can be done through two primary methods: lump sum and systematic investment plan (SIP). With lump sum, one invests a single amount upfront, whereas with SIP, investors contribute either a fixed sum at regular intervals or choose a step-up SIP, gradually increasing the investment amount each year. Lump sum investments are suitable for long-term investors seeking compounded income growth over time.

With a lump sum investment, funds are contributed all at once, whereas in a Systematic Investment Plan (SIP), individuals can invest a fixed amount at regular intervals or choose a step-up SIP option, gradually increasing the investment annually. Lump sum investments are beneficial for long-term investors seeking compounded growth of their income over time.

mutual funds
 

Mutual funds are investment vehicles where funds from multiple investors are pooled together and invested in a diversified portfolio of securities such as stocks, bonds, money market instruments, or a combination of these assets. The investment decisions are typically made by professional fund managers who aim to achieve specific investment objectives, such as capital appreciation, income generation, or a balance of both, depending on the fund’s investment strategy. Investors in mutual funds own shares of the fund and share in the gains or losses of the underlying investments. Mutual funds provide investors with diversification, professional management, liquidity, and accessibility to various asset classes with different risk profiles.

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