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Mutual Funds & SIP - Grow Wealth Systematically

Start with ₹500/month and build a powerful wealth portfolio with expert guidance from Sabbal Wealth Advisory.

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SIP Calendar Start from ₹500/month

What is a Mutual Fund?

A Mutual Fund pools money from multiple investors and invests it in a diversified portfolio of stocks, bonds, and other securities. Each investor owns units proportional to their investment. The value of each unit - called NAV (Net Asset Value) - changes daily based on the performance of the underlying portfolio.

Mutual Funds are managed by professional fund managers employed by Asset Management Companies (AMCs), regulated by SEBI. This means you benefit from expert management without having to pick individual stocks yourself.

What is a Systematic Investment Plan (SIP)?

A SIP allows you to invest a fixed amount in a chosen Mutual Fund at regular intervals (monthly, quarterly). It's the most disciplined and effective way to build long-term wealth.

Auto-debit

Automated monthly deduction from your bank account

Rupee Cost Averaging

Buy more units when markets fall, fewer when high

Compounding Power

Returns compound over time, accelerating growth

Start Small

Begin with just ₹500/month. Increase anytime

Fund Categories

Equity Funds

Invest primarily in stocks. High risk, high reward. Best for long-term goals (5+ years).

Debt Funds

Invest in bonds & govt securities. Lower risk, stable returns. Ideal for 1-3 year goals.

Hybrid Funds

Mix of equity and debt. Balanced risk-return profile. Suitable for medium-term goals.

ELSS (Tax Saving)

Equity Linked Savings Scheme. Save up to ₹1.5L tax u/s 80C. 3-year lock-in period.

SIP Returns Calculator

Maturity Value

₹ 11,61,695

Total Invested: ₹ 6,00,000

Est. Returns: ₹ 5,61,695

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