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Mutual Funds

Offer Document

This prospectus provides information about the fund's objectives, investment strategies, risks involved, and the fees and expenses associated with the investment.

Mutual funds are a popular investment option for individuals seeking to diversify their portfolio. As a finance expert, I would like to introduce you to an integral part of mutual fund investing - the Offer Document or Prospectus. This comprehensive document outlines the objectives, strategies, risks, and costs associated with a specific mutual fund scheme. It is essential to carefully review this document before making any investment decisions. Let's take a closer look at what it entails.

Balanced Funds

Let's discuss one of the most popular investment vehicles in the market - Balanced Funds. These mutual funds are carefully crafted to include a mix of stocks and bonds, with...

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Portfolio Manager

They are experts in financial analysis and are well-versed in various investment strategies and asset classes. Their primary goal is to maximize returns while minimizing risk...

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Lock-in Period

Investors must be aware of the lock-in period, which restricts them from redeeming their units immediately after making new investments. This time frame is predetermined and...

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Holding Period

It is an important concept in finance as it helps in determining the rate of return on an investment. The holding period could vary from a few days to several years, dependin...

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