"Learn about different categories of mutual funds — equity, fixed income, hybrid, and ETFs — and their features such as diversification and long-term investment characteristics."
We offer Mutual Funds - Equity / Fixed Income/ Hybrid / ETF.. We filter schemes based on our deep analysis of multiple factors ( Remember there are more than 1500 Mutual Fund schemes available in the market)
Mutual funds can be part of an investor’s diversified savings approach. This page shares general information on asset allocation concepts and risk profiles for educational purposes only and does not provide personalized financial advice.
Investing in mutual funds can be a smart strategy to grow your wealth over time. Whether you’re a seasoned investor or just starting, we at Sapling Financials is here to guide you in selecting the right mutual funds for your financial journey.
For general questions about mutual funds and mutual fund terminology, you may reach out to us.
Savings Trends in India - The Savings Rate is 29.3%, higher than the global average – 26.9% (Source – TOI, Crisil). Which means we are good savers but definitely not good investors.
Pre- Covid - 2019 – Exposure to Financial Savings – 40% & to Physical Savings like Property & Gold – 60%. In 2023 – exposure increased to 58% in Financial Savings and reduced to 42% Physical Savings and this ratio is expected to move to 80%-20% by 2027. Ratio is moving in the right direction – Is it case with you too
An Average Flexi Cap Fund (Large Cap oriented Funds) have delivered a return of 11 % on a 10 year rolling basis. Mutual Fund – Surely A Good Alpha Generator
Should have a Time horizon More than 5 years. A Flexi Cap category invested for more than 7 years at any point of time ( whether at the peak or any other time) has never delivered negative returns.