Axis Money IQ Knowledge Nugget - 150

Axis Money IQ Knowledge Nugget - 150

What is Large Cap Fund and its features

If you have realized that just saving a certain portion of your monthly income is not going to be enough and that you need to also start investing, you are going in the right direction. Financial planning is essential for anyone who wants to invest to financially secure their future. One key aspect about financial planning is having a defined set of long-term and short-term financial goals. When you set goals, you are able to identify what schemes you may invest in order to potentially get closer to those goals.

The investment market has a plethora of financial products to choose from and has a scheme to cater to the needs of almost every individual who is out there looking for investment opportunities. What is your financial goal? Is it building a retirement corpus that might require a commitment of at least 10 to 15 years or is it a short to medium term goal like making the down payment of the luxury car you always wanted? Once you know what your goal is, the next thing to do is identify your risk appetite. If you are someone with zero risk appetite, then traditional investment tools might be suitable for you. But if you are someone who doesn’t mind taking some risk with the hope of fetching some better capital gains you may consider the option of investing in mutual funds.

What are mutual funds and what is a large cap fund?

Of the several investment tools available, mutual funds have gained momentum here in India over the past few years. In case you aren’t aware, mutual funds are professionally managed funds where the fund manager applies an investment strategy to buys/sells securities in accordance with the scheme’s investment objective. Asset management companies (AMCs) collect money from investors sharing a common investment objective and invest the capital raised across the Indian economy in stocks and other money market instruments like G-sec, commercial paper, corporate bonds, call money, etc. Mutual fund investors receive shares in the form of units in proportion to the investment amount and also depending on the fund’s existing net asset value (NAV). There is a possibility that the performance of a mutual may depend on the performance of its underlying assets and the sectors in which it invests.

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For more nuggets around mutual funds, do visit Axis MF MoneyIQ


Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to Rs. 1 Lakh). Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC). Risk Factors: Axis Bank Limited is not liable or responsible for any loss or shortfall resulting from the operation of the scheme.

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.


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