Fri. Mar 14th, 2025

In today’s article, we will give all the information about what methods an investor should adopt to invest in mutual funds and they can get information about how to start the journey of mutual fund investment.

Introducing Mutual funds

Mutual funds are a type of investment option where an asset management company pools money from multiple investors and invests the money in a variety of stocks, bonds, and gold. And it allocates mutual fund units to investors.

Suppose an asset management company has many funds A, B, C or D. You have invested ₹ 2500 in fund A of this company and the value of one unit of this fund is ₹ 10, then this company will allot you 250 units like this

Suppose after the next 1 year the value of this fund increases to ₹ 20, then in such a situation the value of your investment will double in the next one year.

Choosing the medium of investment

Stock broker If you have demat account Normally we can invest in mutual funds through any stock market broker for example Zerodha, Angel One, SBI Securities or HDFC Securities etc.So you have to pay commission.

you have to open a demat account either online or offline or through a mobile application.

Banks -apart from this we can also invest in mutual funds through banks online or offline. So you have to pay commission.

Hopefully, you will have an account in any bank

Asset Management company (AMC) -You can buy units of mutual fund directly from the asset management company, for this you will save the commission charged on purchase of mutual fund. There are mainly following asset management companies in India.

SBI Mutual Fund

ICICI Prudential Mutual Fund

HDFC Mutual Fund

Nippon India Mutual Fund

Apart from this, there are many companies, you have to first decide which company’s mutual fund you want to invest in.

You can login to your asset management company through online or offline by following the necessary steps.

Selection of funds based on risk appetite

First of all, you have to identify your risk appetite.

Equity funds

If you can take too much risk or want to get very high returns, then you should invest in equity funds.

Debt Funds

If you want to take very little risk, then you should invest in this type funds. In such a situation, the returns you get will also be limited.

Hybrid Fund Or Balanced fund

It’s mixture of equity fund and Debt fund. If you want moderate risk and moderate return then these types of funds made for you.

Choosing investment Method (Lumpsum Or SIP)

Investing a fixed amount at regular intervals is called SIP whereas in Lumpsum you invest a lump sum at one time. If you want to stay invested in the market for a long time, then you should believe in Systematic Investment Plan (SIP), in this way you can also avoid market risks.

If the market is down then you get mutual fund units at a cheaper rate and in such a situation you get the opportunity to average your invested amount whereas this does not happen in lump sum investment.      more about SIP and Lumpsu

Start Investment

1-After confirming everything, now you should complete your KYC with necessary documents.

3-Constantly monitoring your investments

2-Transferring Funds

By admin

2 thoughts on “How to start investing in mutual funds in 2025.”
  1. Write more, thats all I have to say. Literally, it seems as though you relied on the video to make your point. You obviously know what youre talking about, why throw away your intelligence on just posting videos to your blog when you could be giving us something informative to read?

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