Xpert Finance Mutual Funds Guide
Welcome to Xpert Finance! We are dedicated to providing you with the knowledge and tools needed to make informed financial decisions. Explore the world of mutual funds through this page, offering a comprehensive guide to mutual funds, investment approaches, eligibility criteria, application processes, documentation requirements, and more.
Understanding Mutual Funds
Mutual funds pool money from multiple investors to invest in diversified portfolios of stocks, bonds, or other securities. These funds are managed by professional fund managers.
Investment Approaches:
- Growth Funds: Capital appreciation through growth-oriented stocks.
- Income Funds: Provide regular income through dividends or interest.
- Balanced Funds: Balance risk and return with mixed securities.
- Index Funds: Mirror specific market index performance.
- Sector Funds: Concentrate investments in specific sectors.
Basic Terms and Definitions:
- NAV (Net Asset Value): Price per share of a mutual fund.
- Expense Ratio: Annual fees for managing investments.
- Asset Allocation: Distribution across different asset classes.
- Diversification: Spread investments to reduce risk.
- Risk Tolerance: Investor's ability to withstand market fluctuations.
How to Apply through Xpert Finance
Eligibility to Apply for Mutual Funds?
Download the Xpert Finance App
Explore the desired mutual fund
Complete the KYC process
Invest through the Xpert Finance website
How We Help You to GROW?
Flexibility
Diversification
Liquidity
Professional Management
Tax Benefits
Do
➢ Research before investing.
➢ Monitor your investments regularly.
Don't
➢ Chase short-term gains.
➢ Time the market.
Top 10 Performing Mutual Funds
| Fund Name | 1-Year Return (%) | 3-Year Return (%) | 5-Year Return (%) |
|---|---|---|---|
| Canara Robeco Flexi Cap Fund - D - (G) | 25.6 | 252.88 | - |
| JM Flexi Cap Fund - DP - (G) | 51.2 | 13.06 | - |
| UTI Flexi Cap Fund - DP - (G) | 17.2 | 1860.22 | - |
| Axis Bluechip Fund - D (G) | 20.3 | 7136.12 | - |
| CR Bluechip Equity Fund - D (G) | 24.9 | 431.65 | - |
| JM Large Cap Fund (G) | 36.1 | 92.38 | - |
| Axis Long Term Equity - Direct (G) | 26.8 | 5349.85 | - |
| Bank of India Tax Advantage Fund - D (G) | 45.3 | 75.73 | - |
| CR Equity Tax Saver Fund - D (G) | 27.2 | 216.3 | - |
Xpert Finance Mobile App
Track your investments, monitor fund performance, receive alerts, and execute transactions conveniently using our mobile app.
