Mutual Funds

What are mutual funds?

Mutual funds are professionally managed investment vehicles that pool money from multiple investors to invest in a diversified mix of assets such as equities, bonds, and other securities. By investing in a mutual fund, individuals gain access to expert portfolio management and diversification that might otherwise be difficult to achieve on their own. This approach helps spread risk while offering the potential for steady, long-term growth. Mutual funds are an ideal choice for investors seeking convenience, professional oversight, and a balanced investment strategy.

Goal Based Investment Strategy

Mutual funds offer an effective way to diversify investments without the hassle of allocating single assets in a portfolio. At PYXIS WEALTH PVT. LTD, we provide access to a wide range of goal based investment strategies. Whether you want to invest for your retirement or to grow your savings quickly, in dividend paying stocks or industry-specific stocks, harnessing our mutual fund offerings, expertise, and track record, we can help you with it all. End -to end financial services you can trust .

Key Features

• Wide Range of Funds : Access to equity, debt, balanced, and sector-specific mutual funds
• Professional Management Funds managed by experienced professionals who continuously monitor market trends and adjust portfolios accordingly.
• Diversification : Spread your investment across various asset classes to reduce risk and enhance returns.

What is a Systematic Investment Plan (SIP)?

A Systematic Investment Plan (SIP) is a method of investing in mutual funds where an individual invests a fixed amount of money at regular intervals, typically monthly or quarterly. This approach is designed to make investing more manageable and disciplined, allowing investors to build wealth over time without needing to invest a large sum all at once. .

Key Features of SIP

• Regular Contributions : Investors can choose a specific amount to invest regularly, which can be as low as ₹500 per month. This makes it accessible for many people.
• Rupee Cost Averaging : SIPs take advantage of market fluctuations. When prices are low, the same fixed investment buys more units, and when prices are high, it buys fewer units. This strategy helps to average out the cost of investments over time.
• Compounding Benefits : By investing regularly, the returns generated from the investment can be reinvested, leading to compounding growth over time. This means your money can grow significantly if invested for the long term.
• Flexibility : Investors can adjust their SIP amounts, pause, or stop their investments at any time without penalties, providing adaptability to changing financial situations.

SIPs are particularly popular among those looking to invest for long-term goals like retirement, education, or wealth accumulation, as they encourage a habit of saving and investing regularly.

Why Partner with us for your Mutual Fund Investment?

• Experience across market cycles
• Unbiased guidance
• Client first approach
• Peroidic updates

Mutual Fund Taxation Rates for FY 25-26 (Updated with Union Budget 2025)

• Type of fund (Equity or Debt)
• Holding period