Product Detail

Mutual Funds

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A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.

Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, they provide liquidity, and they are managed by professional investors. On the negative side, investors in a mutual fund must pay various fees and expenses.

Primary structures of mutual funds include open-end funds, unit investment trusts, and closed-end funds. Exchange-traded funds (ETFs) are open-end funds or unit investment trusts that trade on an exchange. Some close- ended funds also resemble exchange traded funds as they are traded on stock exchanges to improve their liquidity.

Equity Fund

Equity Fund

A private equity fund is a collective investment scheme used for making investments in various equity securities according to one of the investment strategies associated with private equity.

Debt Fund

Debt Fund

A debt fund is an investment pool, such as a mutual fund or exchange-traded fund, in which the core holdings comprise fixed income investments.

Balanced Fund

Balanced Fund

A balanced fund is a mutual fund that contains a stock component, a bond component and sometimes a money market component in a single portfolio.

ELSS Fund

ELSS Fund

Investors look for investment opportunities that can help them generate wealth, get regular returns, and/or save taxes. While there are numerous investment schemes available in the market, most of them offer returns that are taxed

Small Cap Fund

Small Cap Fund

These mutual funds select stocks for investment from the small cap category, which includes all stocks except largest 250 stocks (by market capitalization).

Large Cap Fund

Large Cap Fund

Large Cap Mutual Funds are equity funds that invest a bigger proportion of their total assets in companies with a large market capitalisation. These companies are highly reputed and have an

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At Prosperita Wealth, we take a client-centered approach to investment, focused on providing transparent and unbiased guidance. We do not promise or guarantee specific returns but strive to provide a platform where your financial choices are informed and aligned with your goals. Our commitment is to clarity and long-term relationships, ensuring that each client understands their investment journey with us.

Prosperita Wealth

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