A Step by Step Guide to Investing in Mutual Funds - Canara Robeco Mutual Fund

Canara Robeco Mutual Fund is investment options where the money is invested in different investment instruments like equity, debt, money market and security. After the deduction by Asset Management Company (AMC) the resulted profit is distributed among the investors according to their portfolio. Canara Robeco Mutual Fund offers wide range of investment options to the investors like equity, money market, debt, hybrid or balance, close ended or open ended scheme.

However, prior investing in Canara Robeco Mutual Fund there are different aspects that should be considered. To help you more about Canara Robeco Mutual Fund here we have discussed step by step guidelines to invest in Canara Robeco Mutual Fund:-

1. Asset Allocation- Before investing in any fund option the first priority that every investor should set is to understand what kind of portfolio one want. The best asset allocation rout will help the investors to invest in number of funds that shows the risk profile and help to arrange the asset classes according to the future requirement.

2. Shortlist the Fund- Second most important thing to do once you are done with asset allocation is to shortlist the right fund irrespective of risk profile associated. Further the investor should look and compare various mutual funds on the basis of investment philosophy and past performance. In order to shortlist the fund in more appropriate manner the investors can also refer to AMC prospectus and shareholder reports. Prior investing in Canara Robeco Mutual Fund, make sure what your ultimate financial goals are.

Secondly, after deciding on your definitive financial goal decide on the time limit for the returns that as an investors you are comfortable with. Finally once you are done with shortlisting the fund, deciding on the financial goal and setting the time limit. The final step is to find out your risk profile.

3. Compare Funds- After you are done finalizing the above described point don’t forget to compare the funds offered by Canara Robeco Mutual Fund. You can choose the most beneficial fund option for yourself by following these simple tips:-

• While zeroing in on the fund option check the history of shareholder pattern or the investors can also check the online performance of the fund.

• Search for best 5 funds in the asset class and match those funds with time frame, financial goal and risk profile.

• In different time period check the performance of the fund like in 3 months, 6 months, 1 years, 2 year and so on.

• Don’t miss to check the profile of asset allocator and fund manager.

After comparing the fund and checking the history of the fund zero in on a fund option.

Reasons to invest in Canara Robeco Mutual Fund.

1. The investors and choose the fund through both online and offline process.

2. Canara Robeco Mutual Fund provides SIP options to the investors.

3. The investors can track the application process online and can also check the performance of the fund online.

4. Under equity linked saving scheme the investors can save bundles on taxes.

5. The online process of registration is very easy and hassle free.

As there are various mutual fund options offered by Canara Robeco Mutual Fund one can invest in equity fund, hybrid fund, debt fund, funds of funds and exchange traded funds according to their own choice. Established in 1987 as Canbank Mutual Fund, Canara Robeco Mutual Fund offers a diversified investment options to the investors and is emerging as one of the fastest growing mutual funds in India.

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