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A Mutual Fund is simply a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective. The mutual fund will have a fund manager who is responsible for investing the pooled money into specific securities (usually stocks or bonds). Mutual funds are one of the best investments ever created because they are very cost efficient and very easy to invest in (you don’t have to figure out which stocks or bonds to buy).

How it works

A mutual fund is a collection of stocks, bonds, or other securities owned by a group of investors and managed by a professional investment company. For an individual investor, having a diversified portfolio is difficult. Mutual funds helps the individual investors to invest in equity and debt securities simultaneously. When investors invest a particular amount in mutual funds, he becomes the unit holder of corresponding units. In turn, mutual funds invest unit holders’ money in stocks, bonds or other securities that earn interest or dividend. This money is distributed to the unit holders. If the fund gets money by selling some stocks at higher price the unit holders are liable to get the capital gains.

Advantages of Mutual Funds

Professional Management

The primary advantage of funds is the professional management of your money.

Economies of Scale

Because a mutual fund buys and sells large amounts of securities at a time, its transaction costs are lower than you as an individual would pay.


Just like an individual stock, a mutual fund allows you to sell the units at any time.


Buying a mutual fund is easy! The minimum investment is also very small.

Classification of Mutual Funds

Equity SchemesDebt SchemesHybrid SchemesSolution OrientedOther Schemes
Large Cap FundOvernight Fund**Conservative Hybrid FundRetirement FundIndex Funds/ETFs
Large & Mid CapLiquid FundBalanced Hybrid FundChildren’s FundFoFs (Overseas/Domestic
Mid Cap FundUltra Short Duration FundAggressive Hybrid Fund
Small-cap FundLow Duration FundDynamic Asset Allocation/ Balanced Advantage
Value Fund*Money Market FundMulti-Asset Allocation
Contra Fund*Short Duration FundArbitrage Fund Scheme
Focused FundMedium Duration FundEquity Savings
Sectoral/ ThematicMedium to Long Duration Fund
ELSSLong Duration Fund
Dynamic Bond
Corporate Bond Fund
Credit Risk Fund
Banking and PSU Fund
Gilt Fund
Gilt Fund with 10-year constant duration
Floater Fund