Professional Management
Experienced fund managers handle the buying and selling of assets in line with the fund's specific financial goals.
What are Mutual Funds?
A mutual fund is an investment vehicle that pools money from multiple investors to purchase a diversified portfolio of securities like stocks, bonds, and other assets. Managed by professional experts, it allows individuals to easily access broad market opportunities without needing to buy each individual asset themselves.
How It Works
When you invest in a mutual fund, your money is combined with that of other investors, and in return, you are issued units or shares that represent your portion of the fund.
Diversification
By spreading the pooled money across dozens or hundreds of securities, the fund helps reduce the impact of poor performance from any one company.
Returns
Income such as dividends or interest, along with market value changes, is reflected in the Net Asset Value (NAV). Returns come from capital appreciation, interest, or dividends as your units grow or are sold.
Main Types of Mutual Funds
Equity Funds
Invest primarily in stocks. They offer high growth potential but come with higher market risks.
Debt / Fixed-Income Funds
Put money into government or corporate bonds. They are generally safer and offer steadier, but lower, returns.
Hybrid Funds
Combine both stocks and bonds to strike a balance between risk and returns.
Index Funds
Passively managed funds designed to replicate the performance of a specific market index rather than relying on a manager to pick individual stocks.
Common Ways to Invest
You can invest in mutual funds in two distinct ways.
Lump Sum
Investing a large, single amount of money all at once.
SIP
You invest a fixed, smaller amount of money regularly, such as monthly or quarterly.
Advantages and Drawbacks
Mutual funds offer flexibility and expert management, but they also carry market-linked risks and costs.
Pros
Professional management, high liquidity, and instant diversification.
Cons
Market risk and management fees can affect overall returns.
Why us?
We strive to provide ease of investment in mutual funds. The distribution of financial products of fund houses provides ability to position various funds across a broad range of both HNI as well as Institutional investors / clients.
We are registered with AMFI to conduct the distribution of mutual fund services to our clients and are empanelled with the major fund houses to distribute their mutual fund services.
- Invest easily with our help
- Invest your corpus to create a tax efficient pension or start a monthly Systematic Investment Plan (SIP) with ease
- Choose the best mutual funds that suit your risk profile and investment needs
- Sell your mutual fund anytime and get your money in your bank account
- Check how your portfolio is performing whenever you like through our App
Disclosure
AMFI REGISTERED MUTUAL FUND DISTRIBUTOR
1. Registered with AMFIYes
2. Date of initial Registration05 / 06 / 2026
3. AMFI Registration Number3529
4. Current validity of ARN04 / 06 / 2029
As per SEBI circular: SEBI/IMD/CIR No. 4/ 168230/09, and in line with our best practices following are details of the comparative commission earned by Khambatta Securities Ltd from various AMCs, whose products are being distributed:
Commission Structure
| Fund Categories | Upfront Income | Trail 1 Year |
|---|---|---|
| Balanced & Equity Schemes | 0% | 0.45%-1.25% |
| Arbitrage | 0% | 0.40%-0.65% |
| Sector/Thematic Funds | 0% | 0.50%-1.50% |
| Debt - Liquid/overnight | 0% | 0.02%-0.10% |
| Debt - Ultra Short-term | 0% | 0.10%-0.50% |
| Debt - Dynamic/Gilt (Incl. Gilt) | 0% | 0.25%-0.75% |
| Debt - Corporate/Banking & PSU | 0% | 0.25%-0.40% |
The above commission details are broad range for different categories of mutual funds offered by us. Details of Scheme level commission on Mutual funds are available at our office and are provided at the time of investment.
This is on a best effort basis and commission rates are updated as and when actual rates are received from AMCs.
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Important Links
Affiliated Mutual Funds home pages
AMFIAditya Birla Sun LifeAxis Mutual FundBajaj Mutual FundBandhan Mutual FundBaroda BNP ParibasDSP Mutual FundFranklin TempletonHDFC Mutual FundHSBC Mutual FundICICI PrudentialITI Mutual FundKotak Mutual FundMirae AssetNippon IndiaPGIM IndiaPPFAS Mutual FundQuant Mutual FundSamco Mutual FundSBI Mutual FundSundaram Mutual FundTata Mutual FundUTI Mutual Fund