Disclaimer - Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Stock Holding Corporation of India Limited is an AMFI Registered Mutual Fund Distributor having ARN No. : 0017.

TYPE OF MUTUAL FUNDS

It is important to understand the Mutual Fund type and their features. Mutual Fund types can be classified based on the following characteristics.

Based on Asset Class

• Equity Funds
• Debt Funds
• Money Market Funds
• Hybrid Funds

Based on Structure

• Open-ended Funds
• Closed-ended Funds
• Interval Funds

Based on Investment Goals

• Growth Funds
• Income Funds
• Liquid Funds
• Tax-Saving Funds

Various type of Mutual Funds exist to cater to different needs of different people. Largely, they are of three types.

Equity or Growth Funds

• These invest predominantly in equities i.e. shares of companies
• The primary objective is wealth creation or capital appreciation.
• They have the potential to generate higher return and are best for long-term investments.

Examples would be

• “Large Cap” funds which invest predominantly in companies that run large established business
• “Mid Cap” funds which invest in mid-sized companies.
• “Small Cap” funds that invest in small sized companies
• “Multi Cap” funds that invest in a mix of large, mid and small sized companies.
• “Sector” funds that invest in companies that are related to one type of business.

For e.g.Technology funds that invest only in technology companies

• Thematic” funds that invest in a common theme. For e.g. Infrastructure funds that invest in companies that will benefit from the growth in the infrastructure segment
• Tax-Saving Funds

Income or Bond or Fixed Income Funds

• These invest in Fixed Income Securities, like Government Securities or Bonds, Commercial Papers and Debentures, Bank Certificates of Deposits and Money Market instruments like Treasury Bills, Commercial Paper, etc.
• These are relatively safer investments and are suitable for both Capital Protection and Income Generation.
• Example would be Liquid, Short Term, Floating Rate, Corporate Debt, Dynamic Bond, Gilt Funds, etc.

Hybrid Funds

• These invest in both Equities and Fixed Income, thus offering the best of both, Growth Potential as well as Income Generation.
• Example would be Aggressive Balanced Funds, Conservative Balanced Funds, Pension Plans, Child Plans and Monthly Income Plans, etc.

INVESTMENT METHODS

SIP

Systematic Investment Plan (SIP) helps you build wealth, step - by - step, over a period of time. SIP can be started for as low as Rs. 500 per month and gives you the benefit of the power of compounding and rupee-cost averaging. SIP payments can be automated by providing an online mandate.

LUMPSUM

Lump-sum allows you to invest in a Mutual Fund by paying a bulk amount. There is no compulsion to buy units at regular intervals or for any fixed amount if you wish to reinvest in the same fund.

LIST OF FUND HOUSES

The scheme of the following Fund Houses are being distributed by StockHolding. Please click on the 'Fund House name' to know more about the respective Fund House, its important personnel, email ids and its website which will provide scheme related information , its performance and allied information etc.

• Aditya Birla Sun Life Mutual Fund
• Axis Mutual Fund
• Bajaj Finserv Mutual Fund
• Bandhan Mutual Fund
• Bank of India Mutual Fund
• Baroda BNP Paribas Mutual Fund
• Canara Robeco Mutual Fund
• DSP Mutual Fund
• Edelweiss Mutual Fund
• Franklin Templeton Mutual Fund
• Groww Mutual Fund
• HDFC Mutual Fund
• Helios Mutual Fund
• HSBC Mutual Fund
• ICICI Prudential Mutual Fund
• Invesco Mutual Fund
• ITI Mutual Fund
• JM Financial Mutual Fund
• Kotak Mahindra Mutual Fund
• LIC Mutual Fund
• Mahindra Manulife Mutual Fund
• Mirae Asset Mutual Fund
• Motilal Oswal Mutual Fund
• Navi Mutual Fund
• Nippon India Mutual Fund
• NJ Mutual Fund
• Old Bridge Mutual Fund
• PGIM India Mutual Fund
• PPFAS Mutual Fund
• quant Mutual Fund
• Quantum Mutual Fund
• Samco Mutual Fund
• SBI Mutual Fund
• Shriram Mutual Fund
• Sundaram Mutual Fund
• Tata Mutual Fund
• Taurus Mutual Fund
• Trust Mutual Fund
• Union Mutual Fund
• UTI Mutual Fund
• WhiteOak Capital Mutual Fund
• 360 ONE Mutual Fund (Formerly Known as IIFL Mutual Fund)

Mutual Fund Disclosure

e-MF

Enjoy the ease of seamless investment with e-MF through StockHolding. It allows you to invest in Mutual Funds 24 x 7 on a click using a Common Account Number (CAN). This unique number maps all your Mutual Fund folios from various fund houses, consolidating all your investments at one place. Furthermore, it allows transactions in multiple schemes across fund houses by making a single consolidated payment and eliminating the need to fill-new account opening forms for every mutual fund.

Register for eCAN eMF User Login REGISTER FOR PayEezz

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Escalation Matrix :