SherArtha Mutual Fund Services
SherArtha boasts a team of highly educated experts, affectionately known as “sherus,” each with over 15 years of extensive experience in both the mutual fund and stock market industries. Our dedicated professionals are ready to provide personalized guidance for your investments. With physical branches available, clients can visit to discuss their financial needs, where we strive to offer top-notch services to turn their financial dreams into reality.
A Mutual Fund is like a financial collaboration where investors with similar goals pool their money. This collective fund is then strategically invested in stocks, bonds, and money market instruments based on the mutual fund’s objectives. Profits generated are distributed among investors after deducting necessary expenses, and the Net Asset Value (NAV) is calculated as a measure of the fund’s worth.
There are two types of Mutual Fund
Open-ended fund and closed-end fund
An open-ended fund provides investors with the flexibility to buy or sell units at the prevailing Net Asset Value (NAV) at any time, without any specific maturity period. Investors can stay invested for as long as they choose, and there’s no lock-in period associated with open-ended funds.
A closed-end fund releases a fixed number of shares during the New Fund Offer (NFO) period to secure capital for initial investments. Investors can only redeem units after the specified lock-in period or the scheme’s tenure concludes. As closed-end funds are listed on stock exchanges, investors can trade them like company shares, influenced by the demand and supply of the shares.
Mutual funds encompass various categories, yet they collectively pool funds from investors to invest in four primary categories: Equity, Debt, Hybrid, and Commodities.
In Equity Category
Large Cap, Large & Mid Cap, Flexi Cap, Multi Cap, Mid Cap, Small Cap, Value Oriented, ELSS, Thematic Fund and Internationa Fund includes.
In Debt Category
Long Duration, Medium to Long Duration, Medium Duration, Short Duration, Low Duration, Ultra Short Duration, Liquid Fund, Money Market Fund, Overnight Fund, Dynamic Bond, Corporate Fund, Credit Risk, Fixed Maturity Fund, and Gilt Fund.
In Hybrid Fund
Aggressive Hybrid, Balanced Hybrid, Conservative Hybrid, Equity Savings, Arbitrage, Dynamic Asset Allocation and Multi Asset Allocation.
In Commodities Category
Gold and Silver.