04 Oct 2023 | 5:34 AM

Why Invest in Mutual Funds with Religare!

  • Choose from over 5000+ mutual fund schemes from over more than 30 companies available on one platform
  • Buy and sell on-the-go through your desktop, tablets or mobile phones
  • Invest smart with intelligent tools like Portfolio Live and My List
  • Use our personalized research and actionable investment tips to make profit
Why trade in mutual funds?
Mutual funds are ideal for investors who want to invest in Indian equities, but do not have sufficient time and skills to pick winning stocks.
Another advantage of investing in mutual funds is that it provides the necessary diversification to your portfolio. Instead of investing in the stock of just one company, a mutual fund invests your money in a number of stocks, thereby reducing your risk.
How it works?
Through Religare’s platform, you can buy/sell any of the 5000+ available mutual fund schemes from more than 30 mutual fund houses.
Our platform allows you to invest through any of the following methods
  • One time
  • Systematic Investment Plan (SIP)
  • Systematic Transfer Plan (STP)
  • Systematic Withdrawal Plan (SWP)
In addition, you can check the performance of your mutual fund holdings at any time and carry out purchase/redeem transactions through our platform.
What are the platform’s features?
Religare not only offers a platform that enables effortless buying and selling, but also provides services and tools that help you make the most of the derivatives market. Mentioned below are a few features of our platform
Choose the platform most suitable for you
Our multiple trading platforms can be accessed from anywhere, at any time. Apart from our online trading website that can be accessed from any device, we also provide trading applications for smart phones, desktop PCs and tablet devices to enable quick trading on-the-go. For heavy traders, our RIA platform offers streaming quotes to enable instant decision making.
MF Scorecards
We have created various MF scorecards based on their past performance, volatility, portfolio holdings, expense ratios etc. to help you simplify your investment decision making process.
Analyst Research
We have a dedicated team of experts which provides extensive research calls and strategies on various index and stock derivatives. This information aids you in investing according to your goals and make profits.
Smart Portfolio Tracker
Say goodbye to hours of calculation and track the performance of your investments by gaining up-to-the-minute movements of your holdings on our Smart Portfolio Tracker. You simply need to enter the required details like date, price and quantity purchased, and hand over the hassle of maintaining your portfolio to our tracker. You can access this tracker on our website from anywhere in the world and view the performance of your portfolio without re-entering any data.
Most of your doubts got answered here.

What is a Mutual Fund?

A Mutual Fund is a body corporate that pools the savings of a number of investors and invests the same in a variety of different financial instruments, or securities. The income earned through these investments and the capital appreciation realised by the scheme are shared by its unit holders in proportion to the number of units owned by them. Mutual funds can thus be considered as financial intermediaries in the investment business who collect funds from the public and invest on behalf of the investors. The losses and gains accrue to the investors only. The Investment objectives outlined by a Mutual Fund in its prospectus are binding on the Mutual Fund scheme. The investment objectives specify the class of securities a Mutual Fund can invest in. Mutual Funds invest in various asset classes like equity, bonds, debentures, commercial paper and government securities.

What is an Asset Management Company?

An Asset Management Company (AMC) is a highly regulated organisation that pools money from investors and invests the same in a portfolio. They charge a small management fee, which is normally 1.5 per cent of the total funds managed.

What is NAV?

NAV or Net Asset Value of the fund is the cumulative market value of the assets of the fund net of its liabilities. NAV per unit is simply the net value of assets divided by the number of units outstanding. Buying and selling into funds is done on the basis of NAV-related prices. NAV is calculated as follows: NAV= Market value of the fund's investments+Receivables+Accrued Income- Liabilities-Accrued Expenses Number of Outstanding units

How often is the NAV declared?

The NAV of a scheme has to be declared at least once a week. However many Mutual Fund declare NAV for their schemes on a daily basis. As per SEBI Regulations, the NAV of a scheme shall be calculated and published at least in two daily newspapers at intervals not exceeding one week. However, NAV of a close-ended scheme targeted to a specific segment or any monthly income scheme (which are not mandatorily required to be listed on a stock exchange) may be published at monthly or quarterly intervals.

Are there any risks involved in investing in Mutual Funds?

Mutual Funds do not provide assured returns. Their returns are linked to their performance. They invest in shares, debentures and deposits. All these investments involve an element of risk. The unit value may vary depending upon the performance of the company and companies may default in payment of interest/principal on their debentures/bonds/deposits. Besides this, the government may come up with new regulation which may affect a particular industry or class of industries. All these factors influence the performance of Mutual Funds.

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