Warm Greeting To Our Readers!
Mutual Fund Investment is subject to market risk, and investors are advised to read all scheme-related documents carefully before they invest. However, some investors fear taking risks with their hard-earned invested money, but at the same time wish to create wealth and secure their goals!
Well, investors, you need not worry! There are funds associated with low risk that can help you create good wealth for your goals.
Moderate returns over the medium-to-long term can be achieved when investing strategy is focused on protecting the downside. One of the ways to do this have a balanced mix of different asset classes like Equity, Debt & Gold.
Here we have prepared a list of funds that are a mix of different categories that have demonstrated good returns with strong downside protection.
To receive a free advisory on Investments In Mutual Fund, contact our executives asap!
Quant Multi-Asset Fund– Growth
A multi-asset allocation category equity mutual fund, run and managed by Quant Mutual Fund House.
The fund size of the scheme is around Rs 252 crores and it charges a total expense ratio of around 0.5%. The fund does not charge any exit load.
The investment objective of the scheme is to generate capital appreciation & provide long-term growth opportunities by investing in instruments across the three asset classes viz. Equity, Debt, and Commodity. There is no assurance that the investment objective of the Scheme will be realized.
ICICI Prudential Equity & Debt Fund– Growth
An aggressive category Hybrid mutual fund, run and managed by ICICI Prudential Mutual Fund House.
The fund size of the scheme is around Rs 19274 crores and it charges a total expense ratio of around 1.23%. The fund charges an exit load equal to 1.0% of sell value if the fund is sold 365 days before the date of allotment of units.
The objective is to generate long-term capital appreciation and current income by creating a portfolio invested in equity-equity-related securities as well as fixed income and money market securities.
Baroda BNP Paribas Aggressive Hybrid Fund– Growth
An aggressive category hybrid mutual fund, run and managed by BNP Paribas Mutual Fund House.
The fund size of the scheme is around Rs 775 crores and it charges a total expense ratio of around 0.65%. Fund charges exit load equal to 1.0% of sell value if the fund is sold 365 days before the date of allotment of units.
The investment objective of the scheme is to generate income and capital appreciation by investing in a diversified portfolio of equity and equity-related instruments and fixed income instruments.
Edelweiss Aggressive Hybrid Fund– Growth
An aggressive category hybrid mutual fund, run and managed by Edelweiss Mutual Fund House.
The fund size of the scheme is around Rs 188 crores and it charges a total expense ratio of around 0.38%. Fund charges exit load equal to 1.0% of sell value if the fund is sold 365 days before the date of allotment of units.
The investment objective of the scheme is to generate long-term growth of capital and current income through a portfolio investing predominantly in equity and equity-related instruments and the balance in debt and money market securities.
To get more details about the fund you can refer to the fund fact sheet or you can get in touch with us. Call us on- 0612-6604453 or mail us at [email protected].
For any kind of query, you can contact us at Shri Ashutosh Securities Pvt Ltd., we are here to help you in any way possible.
Happy Investing!
(Mutual Fund investments are subject to market risk Illustrations are for example only, there is no guarantee of returns. Past performance is not an indicator/guarantee of future returns).