Types of Mutual Funds

Equity Fund

Equity Fund is a type of Mutual Fund that majority consist of Equity Securities or Shares of Stocks.

Risk Profile: Aggressive
Recommended Holding Period: 
Minimum of 5 years

Click here to view the matrix of all Equity Funds we are distributing.

Bond Fund

Bond Fund is a type of Mutual Fund that consist of Fixed Income generating investments like Bonds, Treasury Bills, Time Deposit, Certificate of Indebtedness, etc…

Risk Profile: Conservative
Recommended Holding Period: Minimum of 3 years

Click here to view the matrix of all Bond Funds we are distributing.

Balanced Fund

Balanced Funds are Mutual Funds that includes both fixed income investments, like bonds and time deposits, and Equity investments (shares of stocks) in its portfolio.

Risk Profile: Moderate
Recommended Holding Period: Minimum of 5 years

Click here to view the matrix of all Balanced Funds we are distributing.

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