Equity funds
Funds investing primarily in equities across market capitalisations, sectors and investment styles. Equity-oriented schemes can experience significant short-term volatility.
Mutual funds
Choose the route before the scheme.
Distribution support across mutual fund categories, with attention to the investor’s stated objective, time horizon, liquidity needs and willingness to accept market fluctuations.
Debt funds
Funds investing in government securities, corporate debt and money-market instruments. Returns are affected by interest-rate, credit and liquidity risks.
Hybrid funds
Strategies combining more than one asset class. Allocation and risk vary materially between categories and schemes.
Index funds and ETFs
Passive strategies designed to track an index, subject to tracking difference, liquidity and market risks.
Systematic transactions
SIPs, STPs and SWPs can support disciplined investing or withdrawals, but they do not assure profits or protect against losses.
Regular plans and commissionInvestments facilitated by Stratawise Investments are normally made in regular plans. The distributor may receive upfront or trail commission from the relevant AMC; scheme expenses are reflected in the NAV.