Everything You Need To Know About Mid-Cap Funds
This blog will help you understand what mid-cap funds are and whether you should invest in them.
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Gone are the days when investing in Mutual Funds was limited to the affluent few. Today, Mutual Funds have become one of the most favourite investment options amongst individual investors. While investing in stocks is not something everyone is brave enough to try, investing in mutual funds is something even more conservative investors are happy to dabble in.
So, how do you invest in mutual funds in India? Should you invest in mutual funds through your bank? Or is investing using a mutual fund app easier?
In this piece, we will talk about the various paths you can take as an investor and help you pick the best way to invest in mutual funds. Before we talk about the steps of investing in Mutual Funds in greater depth, let us understand the fundamentals & underlying concepts.
If you are already aware of the basics covered here, take a look at some Tips for New Mutual Fund Investors
Mutual Funds are a pool of money collected from a diverse set of investors. This pool of money is invested in various market securities by the Fund Manager in order to diversify the risk and maximize the profits.
Financial jargon can be pretty difficult to understand and keep up with. New investors might especially find it hard to make sense of some of the terms that are used in the world of wealth creation. But do not worry! We have compiled a list of some common jargon and their meanings here:
Already knew these? Jump to The Types Of Mutual Funds You Can Invest In India
Now that you have understood the fundamental terminology used in Mutual Funds, let’s cover how you can invest in Mutual Funds.
Now let’s look at some key pointers that you must remember before you start investing:
The Cube Wealth has you covered in all these fronts. If you’re new to investing, make sure you give it a try! Download the Cube Wealth app now!
Here is how you can invest in Mutual Funds using the Cube Wealth app:
Building A Perfect Mutual Fund Portfolio
As a new investor, you might wonder what a portfolio means.
Since this is an integral part of investing in Mutual Funds, we have a dedicated blog that tells you exactly what you need to know about building a perfect portfolio. It explains Cube’s bucket philosophy that prepares you for emergencies and helps you build the perfect portfolio for your short-term, medium-term & long-term goals.
You can read all about it here Building an Investment Portfolio: The Complete Guide
How Does Cube Wealth Help You?
Our Financial Advisory partner, Wealth First, curates a list of the best Mutual Funds that you can invest in at any given time. This will make it easier for you as an investor to look through a manageable list of options and decide instead of the thousands of Mutual Funds available otherwise. Instead of choosing from the over 17,000 mutual fund variations you only have to pick from a few quality options. Even then you get guidance to ensure you only with the best mutual funds for your financial goals.
Cube’s advisors even tell you when to sell your Funds in case the need arises. All this is available in one simple, intuitive, and easy to use app which shows you only what you need to see.
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on stock picking, poring over excel sheets, financial news, analyzing market trends, tracking the Sensex, researching company fundamentals, comparing mutual funds, reading financial reports, trying to predict the future & losing your sanity!