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What is Mutual Fund ?

Mutual funds are investment instruments that enable investments in Equity, Debt and Gold. These are professionally managed and enable participation of investors in the markets.

A mutual fund is a collection or a pool of money that is collected and invested there by allotting units to its unit holders and is listed / unlisted.

Investment in funds can be done based on your risk appetite and risk taking ability.

Why Mutual Fund ?

  • Professional management
  • Diversification
  • Risk reduction
  • Liquidity
  • Transparent
  • Scheme Investment disclose
  • Tax efficient

MF Recommendations Category Nav Rating Returns(%)
1 Year 3 Years 5 Years
Axis Long Term Equity (ELSS) - Tax Savings 45.09 4.10 5.40 6.95
DSP Tax Saver Fund (ELSS) - Tax Savings 47.13 3.45 1.79 6.77
Mirae Asset Tax Saver Fund (ELSS) - Tax Savings 17.93 6.98 5.18 0.00
Canara Rob Equity Hybrid Fund Aggressive Hybrid 169.90 11.39 6.15 7.49
Mirae Asset Hybrid Equity Fund Aggressive Hybrid 15.07 5.63 4.79 8.29
SBI Equity Hybrid Fund Aggressive Hybrid 29.48 4.84 5.23 6.92
Edelweiss Arbitrage Fund Arbitrage Fund 14.78 5.15 5.89 6.10
Kotak Equity Arbitrage Arbitrage Fund 28.35 4.88 5.85 6.03
ICICI Pru Equity-Arbitrage Fund Arbitrage Fund 26.19 4.79 5.73 5.94
Axis Banking & PSU Debt Fund Banking & PSU 2004.70 10.82 9.20 8.77
IDFC Banking & PSU Debt Fund Banking & PSU 18.71 12.05 9.34 8.67
Kotak Banking and PSU Debt Fund Banking & PSU 49.13 11.28 8.81 8.92
BNP Paribas India Consumption Fund Consumption 12.58 11.98 0.00 0.00
Mirae Asset Great Consumer Fund Consumption 34.01 6.79 4.69 8.21
ICICI Pru FMCG Fund Consumption 240.37 3.46 5.71 7.67
Kotak Balanced Advantage Fund Dynamic Asset Allocation 11.46 10.40 0.00 0.00
Edelweiss Balanced Advantage Fund Dynamic Asset Allocation 26.07 14.40 6.41 6.10
ICICI Pru Balanced Advantage Fund Dynamic Asset Allocation 37.20 6.72 5.24 6.91
ICICI Pru Equity Savings Fund Equity Savings 14.21 2.74 4.39 6.60
Kotak Equity Savings Equity Savings 15.14 7.44 5.71 6.77
SBI Equity Saving Equity Savings 13.50 6.28 3.57 5.64
Aditya BSL Bkng & Fin Srvcs Financial Services 22.16 -17.70 -7.02 4.33
ICICI Pru Banking & Fin Serv Fund Financial Services 49.17 -19.44 -6.77 4.37
SBI Banking & Financial Services Financial Services 15.28 -10.94 0.85 9.00
Aditya BSL FRF L/T Floating Rate 258.53 9.19 8.10 8.40
HDFC Floating Rate Debt Whls Floating Rate 36.54 9.13 7.95 8.14
Nippon India Floating Rate Fund Floating Rate 33.57 11.29 8.01 8.19
Axis Focused 25 Focused 28.54 5.77 5.55 8.87
SBI Focused Equity Fund Focused 141.92 5.05 6.49 8.50
Sundaram Sel Focus Focused 177.17 2.05 3.97 6.22
DSP US Flexible Equity Fund Fund of Fund 30.48 24.15 15.16 11.92
Edelweiss Gr China Equity Off-Shore Fund Fund of Fund 43.14 65.95 22.85 17.20
Franklin India Feeder - Franklin U.S. Opportunities Fund Fund of Fund 45.44 45.75 25.72 16.10
Edelweiss US Technology Equity FOF Fund of Fund 14.13 0.00 0.00 0.00
Franklin Asian Equity Fund Global Fund 26.55 25.18 9.50 11.26
Aditya Birla SL Global Emerging Opp Fund Global Fund 16.20 25.83 11.07 8.49
ICICI Pru US Bluechip Equity Fund Global Fund 33.58 22.91 17.22 13.29
Motilal Oswal Nasdaq 100 ETF Global Fund 814.35 55.75 29.99 22.94
PGIM India Global Equity Opp Fund Global Fund 28.64 49.24 26.32 12.60
PGIM India Euro Equity Fund Global Fund 15.28 17.81 5.23 3.22
Mirae Asset Healthcare Fund Healthcare 16.09 63.95 0.00 0.00
Nippon India Pharma Healthcare 212.71 56.15 18.55 8.15
Tata India Pharma & Healthcare Healthcare 12.61 46.25 13.58 0.00
HDFC Index Fund-NIFTY 50 Plan Index Funds 101.39 2.29 4.02 6.06
HDFC Index Fund-Sensex Index Funds 335.81 2.88 5.85 6.81
ICICI Pru Nifty Next 50 Index Fund Index Funds 23.74 4.70 -1.53 4.85
Axis Growth Opp Fund Large & Mid-Cap 11.84 10.21 0.00 0.00
Invesco India Growth Opp Large & Mid-Cap 33.56 4.93 3.76 6.58
Mirae Asset Emerging Bluechip Large & Mid-Cap 55.40 10.32 5.31 11.32
Axis Bluechip Fund Large Cap 30.32 6.33 8.76 8.55
BNP Paribas Large Cap Fund Large Cap 92.78 6.36 4.09 5.46
Mirae Asset Large Cap Fund Large Cap 50.20 3.90 3.84 7.98
Axis Liquid Fund Liquid 2226.76 5.26 6.57 6.91
HDFC Liquid Fund Liquid 3939.31 5.08 6.39 6.77
ICICI Pru Liquid Fund Liquid 296.97 5.26 6.53 6.88
Axis Midcap Mid - Cap 39.88 15.78 9.36 7.20
Kotak Emerging Equity Scheme Mid - Cap 38.09 8.19 1.02 6.44
Nippon India Growth Fund Mid - Cap 1083.63 6.39 0.33 4.53
HDFC Money Market Fund Money Market 4308.54 7.65 7.64 7.48
Kotak Money Market Money Market 3381.55 6.82 7.46 7.46
Nippon India Money Market Money Market 3113.79 7.10 7.63 7.52
Axis Multicap Fund Multi-Cap 11.97 5.54 0.00 0.00
Kotak Standard Multicap Multi-Cap 34.20 2.72 2.36 6.96
Parag Parikh Long Term Equity Multi-Cap 29.63 22.19 12.07 11.48
HDFC Overnight Fund Overnight 2983.71 4.06 5.36 5.76
SBI Overnight Fund Overnight 3256.76 4.12 5.40 5.86
UTI Overnight Fund Overnight 2740.31 4.17 5.01 6.14
Axis Small Cap Fund Small- Cap 29.93 10.49 5.47 7.54
Nippon India Small Cap Fund Small- Cap 37.29 7.23 -1.39 6.76
SBI Small Cap Fund Small- Cap 52.33 11.23 4.52 9.45
HDFC Ultra Short Term Fund Ultra Short Term 11.54 7.22 0.00 0.00
ICICI Pru Ultra Short Term Fund Fund Ultra Short Term 20.90 7.57 7.44 8.07
SBI Magnum Ultra Short Dur Ultra Short Term 4567.12 7.12 7.58 7.51
IDFC Sterling Value Value 40.47 -8.29 -7.13 1.22

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    Why invest with us?

    GEPL offers a holistic service on Mutual Funds to help you grow your money smartly. GEPL Capital is a distributor of all fund houses and has also been awarded a leading contributor to the business from fund houses like Kotak, IDFC, BNP, Franklin, Reliance, SBI, TATA, UTI MF to name a few.

    Our certified professionals consider your risk profile, end use, and tenor to arrive at a customized goal based solution for investments. Investments can be made both online as well as offline. 

     

     

      Mutual Funds offer an easy and hassle-free way to invest in diverse stocks that ensure good returns. The structured mutual funds portfolio is handled by an investor manager who invests the fund’s capital to create gains for the investors.

      Professional Management

      Mutual funds are managed by highly professional managers who have complete knowledge about the market. They perform complete research and analyze the performance and potential of various corporations and help investors grow money.

      Minimal Risk

      Mutual funds consist of diversified stocks that minimize risk occurring due to market fluctuations. This ensures that the investor does not bear heavy losses.

      Transparency

      Regular updates about value of investment to investors ensure transparency. The investor is presented with complete information about the investments in assets, and those made by schemes.

      Liquidity

      Funds can be directly redeemed by the investor when available for repurchase. Stock exchange listed Fund units can also be bought and sold.

      Wide Range

      There are several Mutual Funds an investor can select from. The investor can choose Mutual Funds that best suit his risk profile. A wide range also ensures lower risk and better diversification in the portfolio.

        In mutual fund investment can be done with maximum three holders.

        Yes, mutual fund allows nomination. Some of the mutual funds allowed up to 3 nominees.

        Third party fund is allowed with declaration sign by investor.

        Investor can invest from any bank account where first investor name is there in bank account.

        For Registering SIP it takes normally 21 working days. So for SIP start date should be at least one month after of registration.

        In equity normally Rs. 5000 for Lumpsum and for SIP Rs. 1000 (Rs. 500 in some MF) per month investor can start investing.

        GEPL does not charge to investor; however there are Transaction charges (Rs. 150 for First time and Rs. 100 for existing investor) are applicable if investor is investing in equity mutual fund which will be deducted from investment by mutual fund.

        No, it is not mandatory to hold mutual fund units into Demat account.

        Investor (All holders) has to be KRA comply for any MF investment. Investor along with cheque and application form can do investment.

        As per SEBI circular: SEBI/IMD/CIR No. 4/ 168230/09, following are the details of the comparative commission earned by GEPL Capital Private Limited from various fund-houses, whose products are being distributed:

        Fund Categories Upfront Brokerage/ Upfront Commission Trail Year 1 Trail Year 2 Onwards
        Balanced and Equity Schemes 0% - 1.00% 0% - 1.50% 0% - 1.50%
        Arbitrage 0% - 0.80% 0% - 0.80% 0% - 0.80%
        Sector/Thematic Funds 0% - 1.00% 0% - 1.50% 0% - 1.50%
        Income Funds 0% - 1.00% 0% - 1.25% 0% - 1.25%
        Debt Dynamic Schemes 0% - 1.00% 0% - 1.25% 0% - 1.25%
        Gilt Schemes 0% - 0.80% 0% - 0.80% 0% - 0.80%
        Banking & PSU Debt Schemes 0% - 0.50% 0% - 0.40% 0% - 0.40%
        Debt Short Term 0% - 0.40% 0% - 0.40% 0% - 0.40%
        Debt Ultra Short Term 0% - 0.80% 0% - 0.80% 0% - 0.80%
        Liquid 0% - 0.10% 0% - 0.10% 0% - 0.10%

        GEPL Capital Private Limited could also get reimbursements towards promotion and marketing related activities conducted by GEPL Capital Private Limited on behalf of AMCs.

        These reimbursements are event-based and the same may or may not be received from AMCs in a particular period. Further, since such activities may be carried out at AMC level, reimbursement amount received cannot be attributed to any specific scheme being offered by such AMC.

        Details of Scheme level commission on Mutual funds are available with your Wealth / Relationship Manager and would be produced on demand.

        This is on a best effort basis and rates are updated as and when actual rates are received from AMCs

         

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