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Mutual funds give small or individual investors access to professionally managed portfolios of equities, bonds, and other securities. Each shareholder, therefore, participates proportionally in the gains or losses of the fund. Mutual funds invest in a vast number of securities, and performance is usually tracked as the change in the total market cap of the fund—derived by the aggregating performance of the underlying investments.
Mutual funds are funds that pool the money of several investors to invest in equity or debt markets. Mutual Funds could be Equity funds, Debt fundsfloating rate debt. or balanced funds. Funds are selected on quantitative parameters like volatility, FAMA Model, risk adjusted returns, and rolling return coupled with a qualitative analysis of fund performance and investment styles through regular interactions / due diligence processes with fund managers.
Performance At a Glance
The analyzed funds are presented in the form of fact sheets from the banks which are updated on a monthly basis. Please click on a link below to view a sample.
Flexibility : Systematic investment plans, systematic withdrawal plans & dividend reinvestment.
Affordability : Available in units so even a small investor can benefit from its investment strategy.
Potential of return : The fund managers who identify opportunities for your investments to flourish.
Low Costs : The benefits of scale in brokerage, custodial and other fees translate into lower costs for investors.
Regulatory : The sector is regulated to safeguard the investor’s interests.
As per SEBI circular: SEBI/IMD/CIR No. 4/ 168230/09, following are the details of the comparative commission earned by HDFC Bank from various fund-houses, whose products are being distributed
To eligible for Invest Now and ISA, you need to be:
- A residential Indian who has a single owner savings account of HDFC Bank
- Your PAN needs to be KYC registered compliant as per SEBI guidelines. Check your PAN status.
- For ISA the bank account can be Single or Either/Survivor.