Mutual Funds

What is a mutual fund?

Mutual funds is easy and less costly for investors and brings the benefits of diversification and money management to the individual investor, providing an opportunity for financial success that was once available only to a select few.

What is an Asset Management Company?

An Asset Management Company (AMC) is a highly regulated organization that pools money from investors and invests the same in a portfolio. They charge a small management fee, which is normally 1.5 per cent of the total funds managed.

What is NAV?

NAV or Net Asset Value of the fund is the cumulative market value of the assets of the fund net of its liabilities. NAV per unit is simply the net value of assets divided by the number of units outstanding. Buying and selling into funds is done on the basis of NAV-related prices

Beta offers you a simple and convenient way to invest, manage your personal finance and opportunity to diversify your portfolio in an efficient way. Beta also provides recommendations based on in-depth research, mutual fund performance and mutual fund ratings to help meet your investment goals.

The benefits of choosing Beta MMS for your financial planning are:

  • Convenience
  • Expertise
  • Flexibility