Investor education booklet on mutual funds
18
-
Upload
sudhanshuarora1 -
Category
Economy & Finance
-
view
30 -
download
1
description
na
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.