Investor education booklet on mutual funds

Post on 25-Dec-2014

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Transcript of Investor education booklet on mutual funds

‘Assumptions: (i) Inflation rate at 5%; (ii) Tax rate at 30.9% assuming the assessee falls in the highest tax bracket.’

DisclaimerAs the Value of securities in the fund increases, the fund’sunit price will also increase. You can make a profit by sellingunits at a price higher than at which you bought – althoughmutual funds do not guarantee the same. In case of incomedistribution through dividend, the unit price will fall to theextent of dividend payout.

***For illustration purposes only. 8% p.a. is an assumed rate of return.

Disclaimer

Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing.