Equity funds: They invest mainly in stocks of companies. The performance of the scheme depends on the stocks. They typically offer long-term growth but come with relatively high risk.
Professional management:-Not having to pick stocks and handle portfolios is a key benefit of investing in mutual funds. Instead, utilizing diligent analysis and skillful trading, a competent investment manager takes care of all of this. Investors buy funds because they either don't have the time or experience to run their own investments or because they don't have access to the same sort of data a skilled fund provides.
Diversification:-One of the benefits of investing in mutual funds is diversification or the combination of investments and assets within a portfolio to minimize risk. Experts recommend diversification as a way to increase the returns of a portfolio while reducing its risk.
Risk reduction:- Mutual funds are subject to sector legislation that provides investors with transparency and fairness.
Economies of Scale:-investing in mutual fund provides economies of scale as well. The purchasing of one protects the investor from the multiple commission fees required to build a diversified portfolio.
Varities:-Investors have the freedom to research and select from managers with a variety of styles and management goals. For instance, a fund manager may focus on value investing, growth investing, developed markets, emerging markets, income, or macroeconomic investing, among many other styles.
|1 Year||3 Years||5 Years|
|Axis Long Term Equity||(ELSS) - Tax Savings||60.76||49.31||12.51||15.24|
|Canara Rob Equity Tax Saver Fund||(ELSS) - Tax Savings||93.31||57.47||15.59||16.01|
|Mirae Asset Tax Saver Fund||(ELSS) - Tax Savings||25.22||66.89||15.71||20.30|
|Canara Rob Equity Hybrid Fund||Aggressive Hybrid||209.67||38.68||12.21||13.58|
|Mirae Asset Hybrid Equity Fund||Aggressive Hybrid||18.66||40.85||11.47||13.33|
|SBI Equity Hybrid Fund||Aggressive Hybrid||36.53||37.32||10.62||12.12|
|Edelweiss Arbitrage Fund||Arbitrage Fund||15.16||3.67||5.33||5.68|
|Kotak Equity Arbitrage||Arbitrage Fund||29.13||3.98||5.34||5.68|
|ICICI Pru Equity-Arbitrage Fund||Arbitrage Fund||26.87||3.76||5.24||5.57|
|Axis Banking & PSU Debt Fund||Banking & PSU||2,062.63||7.80||8.65||8.17|
|IDFC Banking & PSU Debt Fund||Banking & PSU||19.27||8.50||9.31||8.10|
|Kotak Banking and PSU Debt Fund||Banking & PSU||50.43||8.20||8.67||8.29|
|BNP Paribas India Consumption Fund||Consumption||16.15||39.66|
|Mirae Asset Great Consumer Fund||Consumption||44.79||48.25||10.70||16.33|
|ICICI Pru FMCG Fund||Consumption||276.25||23.80||6.51||11.35|
|Kotak Balanced Advantage Fund||Dynamic Asset Allocation||13.16||33.42|
|Edelweiss Balanced Advantage Fund||Dynamic Asset Allocation||31.49||34.22||11.75||11.33|
|ICICI Pru Balanced Advantage Fund||Dynamic Asset Allocation||44.12||34.79||9.47||10.98|
|ICICI Pru Equity Savings Fund||Equity Savings||15.98||19.58||7.27||8.64|
|Kotak Equity Savings||Equity Savings||16.75||19.80||7.70||8.64|
|SBI Equity Saving||Equity Savings||15.73||27.53||7.70||8.28|
|Axis ESG Equity Fund||ESG||13.86||47.92||0.00||0.00|
|SBI Magnum Equity ESG Fund||ESG||134.80||56.18||11.99||12.66|
|Aditya BSL Bkng & Fin Srvcs||Financial Services||31.96||60.33||4.94||13.73|
|ICICI Pru Banking & Fin Serv Fund||Financial Services||69.62||56.57||5.62||15.69|
|SBI Banking & Financial Services||Financial Services||21.75||54.80||11.80||18.50|
|Axis Flexi Cap Fund||Flexi-Cap||15.39||43.04||13.43|
|Kotak Flexicap Fund||Flexi-Cap||44.73||53.63||10.67||14.42|
|Parag Parikh Flexi cap Fund||Flexi-Cap||39.30||67.67||19.25||18.07|
|Aditya BSL FRF L/T||Floating Rate||266.39||7.12||7.68||7.74|
|HDFC Floating Rate Debt Whls||Floating Rate||37.99||8.15||7.81||7.73|
|Nippon India Floating Rate Fund||Floating Rate||34.71||8.90||8.12||7.69|
|Axis Focused 25||Focused||37.51||52.78||11.80||16.62|
|SBI Focused Equity Fund||Focused||188.80||48.03||11.52||14.93|
|Sundaram Sel Focus||Focused||226.33||46.24||10.86||13.74|
|DSP US Flexible Equity Fund||Fund of Fund||39.63||53.05||20.48||18.20|
|Edelweiss Gr China Equity Off-Shore Fund||Fund of Fund||54.53||59.10||25.42||24.27|
|Franklin India Feeder - Franklin U.S. Opportunities Fund||Fund of Fund||54.03||48.82||26.09||22.20|
|Edelweiss US Technology Equity FOF||Fund of Fund||18.90||82.42|
|Franklin Asian Equity Fund||Global Fund||32.57||47.08||13.13||15.46|
|Aditya Birla SL Global Emerging Opp Fund||Global Fund||19.68||42.97||14.60||12.65|
|ICICI Pru US Bluechip Equity Fund||Global Fund||43.97||39.23||23.49||18.50|
|Motilal Oswal Nasdaq 100 ETF||Global Fund||1,029.39||56.66||32.93||27.91|
|PGIM India Global Equity Opp Fund||Global Fund||35.80||66.98||31.68||22.02|
|Kotak Gold Fund||Gold||19.35||-4.28||13.15||9.01|
|ICICI Pru Regular Gold Savings Fund(FOF)||Gold||15.39||-6.25||12.35||8.49|
|Nippon India ETF Gold BeES||Gold||41.07||-0.89||13.50||8.66|
|Mirae Asset Healthcare Fund||Healthcare||20.08||56.58|
|Nippon India Pharma||Healthcare||268.40||52.39||24.06||14.78|
|Tata India Pharma & Healthcare||Healthcare||15.68||47.46||21.79||10.24|
|HDFC Index Fund-NIFTY 50 Plan||Index Funds||133.92||58.71||12.28||13.88|
|HDFC Index Fund-Sensex||Index Funds||436.05||55.65||13.13||14.42|
|ICICI Pru Nifty Next 50 Index Fund||Index Funds||30.46||46.64||4.58||12.48|
|ICICI Pru Infrastructure Fund(G)||Infrastructure||60.31||64.69||4.48||10.46|
|Invesco India Infrastructure Fund(G)||Infrastructure||22.86||50.07||7.43||12.54|
|Tata Infrastructure Fund-Reg(G)||Infrastructure||70.9022||65.70||6.63||11.27|
|Axis Growth Opp Fund||Large & Mid-Cap||16.16||59.26|
|Invesco India Growth Opp||Large & Mid-Cap||42.86||47.75||8.64||13.88|
|Mirae Asset Emerging Bluechip||Large & Mid-Cap||78.05||67.30||16.20||20.32|
|Axis Bluechip Fund||Large Cap||38.53||42.84||14.10||15.48|
|BNP Paribas Large Cap Fund||Large Cap||117.29||46.20||11.87||12.22|
|Mirae Asset Large Cap Fund||Large Cap||64.74||53.13||11.65||15.18|
|Axis Liquid Fund||Liquid||2,276.24||3.46||5.70||6.22|
|HDFC Liquid Fund||Liquid||4,023.54||3.32||5.54||6.06|
|ICICI Pru Liquid Fund||Liquid||303.50||3.48||5.66||6.18|
|Axis Midcap||Mid - Cap||54.44||55.73||15.66||17.55|
|Kotak Emerging Equity Scheme||Mid - Cap||57.46||78.41||11.99||16.72|
|Nippon India Growth Fund||Mid - Cap||1,547.99||69.17||10.91||15.57|
|HDFC Money Market Fund||Money Market||4,425.46||5.65||7.02||6.92|
|Kotak Money Market||Money Market||3,472.05||4.88||6.76||6.86|
|Nippon India Money Market||Money Market||3,200.62||5.20||6.98||6.96|
|HDFC Overnight Fund||Overnight||3,044.77||2.92||4.67||5.21|
|SBI Overnight Fund||Overnight||3,324.30||2.97||4.71||5.24|
|UTI Overnight Fund||Overnight||2,797.81||3.01||4.67||5.55|
|Axis Small Cap Fund||Small- Cap||44.20||65.96||16.22||17.31|
|Nippon India Small Cap Fund||Small- Cap||59.69||96.45||9.38||18.48|
|SBI Small Cap Fund||Small- Cap||79.66||80.56||10.99||19.28|
|HDFC Ultra Short Term Fund||Ultra Short Term||11.86||5.62|
|ICICI Pru Ultra Short Term Fund Fund||Ultra Short Term||21.61||6.01||7.09||7.46|
|SBI Magnum Ultra Short Dur||Ultra Short Term||4,684.07||4.99||6.86||6.89|
|IDFC Sterling Value||Value||65.78||95.26||4.66||14.40|
|UTI Value Opp Fund-Reg(G)||Value||82.06||58.08||11.55||12.99|
|ICICI Pru Value Discovery Fund(G)||Value||195.67||65.29||10.96||11.82|
Investment in mutual funds can be done by both offline as well as online mode.
In offline mode, you have to provide the application forms along with a cheque.
To invest online, you can either invest directly on the website of the fund houses or through third-party websites.
Before investing in mutual funds, however, it is essential to do your research to identify your investment needs. For instance, if you want to park your money for a couple of months or so, ultra-short-term funds are the best bet. If you wish to raise some money to meet short-term goals (less than 3 years), debt funds can help you do just that. Knowing your financial objectives clearly can help you make the most of your mutual fund investments.
You can get higher returns and can save tax and all of these are possible just because of investing in mutual funds. You can start with a minimum amount like 500 rs.
Being secure as your trusted bank. But, paperless account opening and easy analysis of the mutual funds. Invest in a ready-made basket of Mutual Funds recommended by GEPL Capital, Top performing mutual funds schemes
How to download and use the GEPL Capital MF App
Mutual Funds offer an easy and hassle-free way to invest in diverse stocks that ensure good returns. The structured mutual funds portfolio is handled by an investment manager who invests the fund’s capital to create gains for the investors.
Mutual funds are managed by highly professional managers who have complete knowledge about the market. They perform complete research and analyze the performance and potential of various corporations and help investors grow money.
Mutual funds consist of diversified stocks that minimize risk occurring due to market fluctuations. This ensures that the investor does not bear heavy losses.
Regular updates about the value of the investment to investors ensure transparency. The investor is presented with complete information about the investments in assets, and those made by schemes.
Funds can be directly redeemed by the investor when available for repurchase. Stock exchange-listed Fund units can also be bought and sold.
There are several Mutual Funds an investor can select from. The investor can choose Mutual Funds that best suit his risk profile. A wide range also ensures lower risk and better diversification in the portfolio.
In mutual fund investment can be done with maximum three holders.
Yes, mutual fund allows nomination. Some of the mutual funds allowed up to 3 nominees.
Third party fund is allowed with declaration sign by investor.
Investor can invest from any bank account where first investor name is there in bank account.
For Registering SIP it takes normally 21 working days. So for SIP start date should be at least one month after of registration.
In equity normally Rs. 5000 for Lumpsum and for SIP Rs. 1000 (Rs. 500 in some MF) per month investor can start investing.
GEPL does not charge to investor; however there are Transaction charges (Rs. 150 for First time and Rs. 100 for existing investor) are applicable if investor is investing in equity mutual fund which will be deducted from investment by mutual fund.
No, it is not mandatory to hold mutual fund units into Demat account.
Investor (All holders) has to be KRA comply for any MF investment. Investor along with cheque and application form can do investment.
As per SEBI circular: SEBI/IMD/CIR No. 4/ 168230/09, following are the details of the comparative commission earned by GEPL Capital Private Limited from various fund-houses, whose products are being distributed:
|Fund Categories||Upfront Brokerage/ Upfront Commission||Trail Year 1||Trail Year 2 Onwards|
|Balanced and Equity Schemes||0% - 1.00%||0% - 1.50%||0% - 1.50%|
|Arbitrage||0% - 0.80%||0% - 0.80%||0% - 0.80%|
|Sector/Thematic Funds||0% - 1.00%||0% - 1.50%||0% - 1.50%|
|Income Funds||0% - 1.00%||0% - 1.25%||0% - 1.25%|
|Debt Dynamic Schemes||0% - 1.00%||0% - 1.25%||0% - 1.25%|
|Gilt Schemes||0% - 0.80%||0% - 0.80%||0% - 0.80%|
|Banking & PSU Debt Schemes||0% - 0.50%||0% - 0.40%||0% - 0.40%|
|Debt Short Term||0% - 0.40%||0% - 0.40%||0% - 0.40%|
|Debt Ultra Short Term||0% - 0.80%||0% - 0.80%||0% - 0.80%|
|Liquid||0% - 0.10%||0% - 0.10%||0% - 0.10%|
GEPL Capital Private Limited could also get reimbursements towards promotion and marketing related activities conducted by GEPL Capital Private Limited on behalf of AMCs.
These reimbursements are event-based and the same may or may not be received from AMCs in a particular period. Further, since such activities may be carried out at AMC level, reimbursement amount received cannot be attributed to any specific scheme being offered by such AMC.
Details of Scheme level commission on Mutual funds are available with your Wealth / Relationship Manager and would be produced on demand.
This is on a best effort basis and rates are updated as and when actual rates are received from AMCs
Help for our existing customers.
We understand how important it is to keep an eye on your money – that’s why we make it easy for you to manage and track your investments. Plus, you’ll find answers to your questions and useful information about our products in our support centre.