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EQUITY BASED MUTUAL FUNDS

EQUITY BASED MUTUAL FUNDS

Indica Investments keeps track of the Equity oriented Mutual Funds by scanning their performances with respect to their benchmark indices, studies their portfolio composition in terms of various sectors and the scrips comprising those sectors with deep study of the weightages assigned to those sectors.

The Research encompasses the following types of Mutual Funds.


(a) Large Cap Equity Based Mutual Funds

(b) Large & Midcap Equity Based Mutual Funds

(c) Midcap Equity Based Mutual Funds

(d) Midcap & Small cap Equity Based Mutual Funds

(e) Small Cap Equity Based Mutual Funds

(f) Diversified Mutual Funds (Large, Mid & Small Cap)

(g) Thematic Mutual Funds (FMCG,Power,Banking,PSUs, Pharma,IT alike)

(h) International Mutual Funds ( US Based, Europe Based etc)

(i) Balanced Funds (65% Equity and 35% debt)

(j) Arbitrage Funds (Funds that play arbitrage between the two Exchanges at the same time for a particular scrip)





After studying the risk and return profile of the client, Indica Investments suggests the mix of above mentioned Mutual Funds.



MUTUAL FUND INVESMENT THROUGH SIP:-

The stock market does not move in a linear fashion.In the short term it is highly unpredictable and follows a zig zag pattern. Only in the long term it tends to become predictable and history has shown, has given commendable gains. To ride these zig zag patterns, we at Indica Investments advise investors to spread out their investments over a period of time in the form of Systematic Investment Plans called SIPs. Equity Systematic Investment Plan (SIP) is an instrument which helps you avoid the risk of timing the markets and facilitate wealth creation in a disciplined manner by averaging cost of Investments. Small savings create the big corpus for future.


FEATURES OF SIP

1. Simple,easy and disciplined approach towards investment

2. Investment possible with small sum of money invested regularly to accumulate wealth

3. Based on concept of Rupee Cost Averaging

4. Flexibility in terms of Amount or Quantity based SIP

5. Flexible intervals like Daily/ Weekly/ Fortnightly/ Monthly basis


SIP ILLUSTRATION

The following is the simple illustration of flow Rs. 5000 investment spread over a period from January 10, 2008 to Jun 10, 2017 has given a compounded annual growth of 14.17% in Franklin India Bluechip Fund (Growth Option).




EQUITY BASED MUTUAL FUND SNAPSHOT



MUTUAL FUND INVESTMENTS THROUGH (SYSTEMATIC WITHDRAWL PLAN)