Abhivrudhi Associates LLP- Investment Solutions

A mutual fund is a professionally managed financial vehicle made up of a pool of money collected from many investors, to invest in securities like stocks, bonds, money market instruments and other assets.

Portfolio is structured and maintained to match the investment objectives in its prospectus. Examples of Investment objectives are:

Overnight fund: The Scheme intends to provide reasonable income along with high liquidity by investing in overnight securities having a maturity of one business day.
Equity fund: To generate capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments.
Hybrid fund: Objective of the scheme is to generate long term capital appreciation by investing in equity and equity related securities of companies across market capitalization spectrum. The fund also invests in debt and money market instruments with a view to generate regular income.
Long duration fund: Objective of the scheme is to generate steady stream of income through investment in fixed income securities.

Risk-Return-Liquidity is the important factor that should be considered before investing. SEBI has provided Riskometer that can be used as one of the indicators, to understand the risk appetite.

Schemes with Riskometer label	Suitable Investor Type	Investor Persona
Low	Conservative	Investor’s top priority is the safety of capital. She/he is willing to accept relatively low returns against a low risk of principal.
Moderately Low	Moderately Conservative	An investor is willing to accept a small level of risk in exchange for some potential returns over a medium to long-term.
Moderate	Moderate	An investor can tolerate a moderate level of risk in exchange for relatively higher potential returns over a medium to long-term.
Moderately High	Moderately Aggressive	Investor is keen to accept a relatively higher risk to maximize potential returns over the medium to long-term.
High Risk	Aggressive	Investor is willing to accept a significant risk to maximize potential returns over the long terms and is aware that she/he may lose a significant part of the capital.
Very High Risk	Very Aggressive	Investor is willing to accept a significant high risk to maximize potential returns over the long terms and is aware that she/he may lose a significant part of the capital.

Watch these videos to learn more about Mutual Funds :

What is a Mutual Fund?

Types of Mutual Funds.

What are Equity Fund?

What are Liquid Funds?

What are Debt Funds?

What are Hybrid Funds?

Investor Awareness :

Dear Investor, as you are aware, under the rapidly evolving dynamics of financial markets, it is crucial for investors to remain updated and well-informed about various aspects of investing in securities market. In this connection, please find a link to the BSE Investor Protection Fund website where you will find some useful educative material in the form of text and videos, to become an informed investor.
(Link: https://www.bseipf.com/investors_education.html )

We believe that an educated investor is a protected investor!!!
Investments in Securities are subject to market risk; there is no assurance or guarantee of returns. Please read the PMS Disclosure Document, Risk Disclosure Document and Dos and Don’ts prescribed by the Exchanges and Mutual Fund Offer Documents carefully before investing. For Mutual fund Investor its recommended following documents to be read Scheme Information Document (SID) Key Information Memorandum (KIM) Statement of Additional Information (SAI)
www.abhivrudhi.co is an online website of Abhivrudhi Associates LLP who is registered vide ARN-190834 as a AMFI Registered Mutual Fund Distributor and vide APRN03028 as APMI PMS Distributor. The said website intends to provide educative and informative details related to investments. We do not charge any fees for these calculators and information, because we earn our commissions from the Mutual Fund companies. The website does not guarantee any returns or financial goal success by any means.