FM Fintrust Distribution

Fintrust MF Distribution

How to Choose the Right Mutual Fund for Your Goal

Choosing the right mutual fund is crucial to achieve your financial goals. Beginners can follow these steps to make informed decisions.

1. Define Your Financial Goal

Are you saving for retirement, a house, or children’s education? Your goal will determine your investment horizon and fund type.

2. Assess Your Risk Tolerance

Understand how much risk you can take. Equity funds are high-risk, debt funds are low-risk, and hybrid funds fall in between.

3. Choose the Right Fund Type

Short-term goals: Debt or liquid funds.
Medium-term goals: Hybrid funds.
Long-term goals: Equity or index funds.

4. Check Fund Performance

Look at the fund’s past performance, consistency, and expense ratio before investing.

Conclusion

By aligning your goals with the right fund type, you can invest confidently and maximize returns.

Goal Planner – FinTrust Creations

Goal Amount (Future Value)

₹

Years to Goal

Years

Expected Return (annual %)

Annual Step-up (%)

Your Goal Summary

Monthly SIP Required₹0

Total Invested₹0

Wealth Created (Gain)₹0

Goal Value₹0

Invested Gain

Disclaimer: This goal planner provides estimated projections based on the inputs. Actual returns may vary depending on market conditions and fund performance. Mutual Fund investments are subject to market risks. Please read scheme documents carefully before investing.

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