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Types of Mutual Funds Explained: Find the Perfect Fit for Your Financial Goals!
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Have you heard about mutual funds and are considering investing? You've probably seen ads with Dhoni and Sachin saying "Mutual funds sahi hai." But do you know which types of mutual funds are right for you? If not, you're in the right place.
💡 In this video:
- Overview of the types of mutual funds and how to choose the right one.
- Introduction to the ZFunds app and its unique features: Daily SIP, Loan Against Mutual Funds, and External Portfolio Management.
- Detailed explanation of open-ended and close-ended mutual funds.
- Insights into equity mutual funds categorized into small-cap, mid-cap, and large-cap.
- Discussion on debt funds and their safety and liquidity aspects.
- Information on hybrid funds and their multi-asset investment strategies.
🔍 Key Highlights:
1. Open-Ended vs. Close-Ended Funds: Open-ended funds offer flexibility to enter and exit anytime without a fixed maturity period, while close-ended funds have a lock-in period and limited investment windows.
2. Equity Mutual Funds: Returns for small-cap, mid-cap, and large-cap funds over 1, 3, and 5 years.
- Small Cap: 49.7%, 25.07%, 27.52%
- Mid Cap: 52.21%, 24.24%, 24.41%
- Large Cap: 37.41%, 17.12%, 16.54%
3. Debt Funds: Safe and secure investments in government securities with examples of returns.
- Liquid Fund: 7.1%, 5.53%, 5.02%
4. Hybrid Funds: Investing in multiple asset classes with three types of hybrid funds and their returns.
- Multi Asset Allocation Funds: 26.04%, 14.25%, 14.86%
- Dynamic Asset Allocation Funds: 23.79%, 12.21%, 12.26%
- Multicap Equity Funds: 44.28%, 21.76%, NIL
📈 Investment Tips:
- Understand the differences between open-ended and close-ended funds.
- Learn about the risk and return profiles of small-cap, mid-cap, and large-cap equity funds.
- Explore the safety and liquidity of debt funds.
- Discover the benefits of hybrid funds for diversified investment.
Don't miss out on this comprehensive guide to mutual funds! Watch the video to make informed investment decisions.
🌐 Explore Our Website 🌐
☎️ Call or Whatsapp our helpline: +917217746224
📱 Stay Connected 📱
⚠️ Disclaimer: Investing involves risk, and past performance is not indicative of future results. Please seek professional financial advice before making any investment decisions. This video is for informational purposes only.
#MutualFunds #InvestmentStrategies #FinancialPlanning #ZFunds #OpenEndedFunds #CloseEndedFunds #EquityFunds #DebtFunds #HybridFunds #SmartInvesting #WealthManagement #FinancialFreedom #InvestSmart #SIP #DailySIP #LoanAgainstMutualFunds #ExternalPortfolioManagement #typeofmutualfunds #bestmutualfunds
💡 In this video:
- Overview of the types of mutual funds and how to choose the right one.
- Introduction to the ZFunds app and its unique features: Daily SIP, Loan Against Mutual Funds, and External Portfolio Management.
- Detailed explanation of open-ended and close-ended mutual funds.
- Insights into equity mutual funds categorized into small-cap, mid-cap, and large-cap.
- Discussion on debt funds and their safety and liquidity aspects.
- Information on hybrid funds and their multi-asset investment strategies.
🔍 Key Highlights:
1. Open-Ended vs. Close-Ended Funds: Open-ended funds offer flexibility to enter and exit anytime without a fixed maturity period, while close-ended funds have a lock-in period and limited investment windows.
2. Equity Mutual Funds: Returns for small-cap, mid-cap, and large-cap funds over 1, 3, and 5 years.
- Small Cap: 49.7%, 25.07%, 27.52%
- Mid Cap: 52.21%, 24.24%, 24.41%
- Large Cap: 37.41%, 17.12%, 16.54%
3. Debt Funds: Safe and secure investments in government securities with examples of returns.
- Liquid Fund: 7.1%, 5.53%, 5.02%
4. Hybrid Funds: Investing in multiple asset classes with three types of hybrid funds and their returns.
- Multi Asset Allocation Funds: 26.04%, 14.25%, 14.86%
- Dynamic Asset Allocation Funds: 23.79%, 12.21%, 12.26%
- Multicap Equity Funds: 44.28%, 21.76%, NIL
📈 Investment Tips:
- Understand the differences between open-ended and close-ended funds.
- Learn about the risk and return profiles of small-cap, mid-cap, and large-cap equity funds.
- Explore the safety and liquidity of debt funds.
- Discover the benefits of hybrid funds for diversified investment.
Don't miss out on this comprehensive guide to mutual funds! Watch the video to make informed investment decisions.
🌐 Explore Our Website 🌐
☎️ Call or Whatsapp our helpline: +917217746224
📱 Stay Connected 📱
⚠️ Disclaimer: Investing involves risk, and past performance is not indicative of future results. Please seek professional financial advice before making any investment decisions. This video is for informational purposes only.
#MutualFunds #InvestmentStrategies #FinancialPlanning #ZFunds #OpenEndedFunds #CloseEndedFunds #EquityFunds #DebtFunds #HybridFunds #SmartInvesting #WealthManagement #FinancialFreedom #InvestSmart #SIP #DailySIP #LoanAgainstMutualFunds #ExternalPortfolioManagement #typeofmutualfunds #bestmutualfunds
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