Mutual Fund:

What's the product all about?

  • Purchase, redeem and switch funds
  • Invest in SIPs from the comfort of your home through NetBanking

Am I eligible for an ISA?

To be eligible for an ISA you need to:

  • Be an existing Customers account holder & KYC Compliant
  • Have an Customers Savings Account with the status as Single or Either/Survivor.
  • Get the Account Opening Application Form signed by the all the Bank Account Holders.

Mutual funds are funds that pool the money of several investors to invest in equity or debt markets. Mutual Funds could be Equity funds, Debt fundsfloating rate debt. or balanced funds. Funds are selected on quantitative parameters like volatility, FAMA Model, risk adjusted returns, and rolling return coupled with a qualitative analysis of fund performance and investment styles through regular interactions / due diligence processes with fund managers.

The reason that mutual funds are so popular is that they offer the ability to easily invest in increasingly more complicated financial markets. A large part of the success of mutual funds is also the advantages they offer in terms of diversification, professional management and liquidity.

Advantages of Investing into a Mutual Fund

Your relationship manager will help you execute your Mutual Fund investment which you choose to Invest. All transactions which are done are of execution only nature except in advisory.

Performance At a Glance

The analyzed funds are presented in the form of fact sheets from the banks which are updated on a monthly basis. Please click on a link below to view a sample.