Mutual Funds for Everyone
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Mutual Funds
Mutual funds are a smart way to invest. Your money is pooled together with money from other investors and managed by professional fund managers. This money is invested in different assets like stocks and bonds, so your risk gets spread out instead of depending on just one investment.
Mutual funds are also low-cost compared to investing on your own. You can easily buy or sell them whenever you need, which makes them very flexible. With SIPs (Systematic Investment Plans), you can invest a fixed amount every month, build a saving habit, and average out market ups and downs over time.
Whether your goal is to grow wealth, get regular income, or protect your savings, there’s a mutual fund option for it. Some schemes also offer tax benefits, making them a good choice for long-term financial planning.
Why Invest in Mutual Funds?
- Disciplined investment approach
- Low transaction cost
- Liquidity and Tax benefits
- Invest via Lumpsum and SIP mode
- Diversification of portfolio
- Reduced risk of investing
Why Choose Us
Physical & Digital, Experience the advantage of both worlds
When it comes to creating wealth, you need a service provider to partner with you for all your financial needs. At TR Capital, we are associated with Motilal Oswal Financial Services Limited, ranked as the ‘Best Performing National Financial Advisor-Equity Broker’ at the CNBC TV18 Financial Advisor Awards for six years. We provide the best in class technology to our clients for Mutual Fund investment across all platforms, i.e. desktop, tablet, and mobile.
Our monthly research reports highlight Mutual Fund recommendations to help you select the right Mutual Fund for your needs across 50 Asset Management Companies (AMCs). Managing your Mutual Fund investments is easier as you get units in your DMAT account. You can also leverage your Mutual Fund units for trading in equity, commodity and currencies.
- 16,500+ schemes across 50 AMCs
- Risk-based curated portfolio
- Simplified investing
- Leverage MFs for equity trading
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Types of Funds
Equity Mutual funds allow investors to take equity exposure with professional fund management.
Type of Equity Funds
Large Cap
Invests in Top 100 companies
Mid Cap
Invests in next 150 companies
Large & Mid-Cap
Invests in top 250 companies
Small-Cap
Invests outside Top 250 companies
Flexi Cap
Invests across all market caps
Multi Cap
Min 25% each across large, mid, small
Type of Equity Funds by Investment style
Value/Contra Funds
Undervalued stocks, contrarian market approach
Growth Oriented Funds
High earnings growth potential companies
Focused Funds
Concentrated portfolio, max 30 stocks
Sectoral/Thematic Funds
Invest in specific sector or theme
Dividend Yield Funds
Focus on consistent, high dividend payers
Arbitrage Funds
Price-difference strategy, low-risk hybrid category
Debt funds aim to generate returns for investors by investing their money in bonds and other fixed-income securities.
Overnight
High-liquidity debt investment
Liquid Funds
Up to 91-day maturity, high liquidity
Ultra Short Duration Funds
3-6 months maturity, low risk
Low Duration Funds
6-12 months maturity, slightly higher return
Money Market Funds
Up to 1-year money market instruments
Short Duration Funds
1-3 years maturity, moderate risk-return
Medium Duration Funds
3-4 years maturity, moderate interest risk
Medium to Long Duration Funds
4-7 years maturity, higher volatility
Long Duration Funds
7+ years maturity, high interest risk
Dynamic Bond Funds
Flexible duration, manager adjusts per rates
Corporate Bond Funds
Min 80% in high-rated corporate bonds
Credit Risk Funds
Min 65% in lower-rated, higher-yield bonds
Banking and PSU Fund
Min 80% in banking, PSU debt
Gilt Funds
Min 80% in government securities only
Gilt Fund with 10 Year Constant Duration
Fixed 10-year government securities duration
Floater Funds
Min 65% in floating-rate debt instruments
These funds invest in a combination of equity and debt assets, thus have the potential of generating good returns with lower volatility.
Equity Savings Fund
Invest 65-100% in equity assets and 0 to 35% in debt assets
Balanced Advantage Funds
Generate returns by investing in equity, debt and arbitrage opportunities.
Dynamic Asset Allocation
Dynamically shift allocation from 100% debt to 100% equity
Multi-Asset
These funds invest across equity, debt, gold and international equity
Aggressive Hybrid Funds
65-80% equity, 20-35% debt
Conservative Hybrid Funds
Invest only 10-25% in equity and the remaining 75-90% in debt instruments
Type of Tax Saving Mutual Funds
ELSS (Equity Linked Saving Scheme)
These are specified equity mutual funds where investment is eligible for deduction from income u/s 80C of Income Tax Act up to ₹ 1,50,000 in a year. These scheme have a lock-in period of 3 years.
Retirement Benefit Plans
These Scheme allow investors to choose from conservative, moderate and aggressive themes, as per their risk profile. These schemes have a lock-in period of 5 years.
Invest in international funds to diversify your portfolio and reduce country-specific risk.
Index Funds
Passively managed funds, closely tracking major international index like S&P500, Nasdaq 100 etc.
Specific Funds
These funds invest in the markets of a specific region or a country like the USA, Europe, Asia, China, Japan, Brasil etc.
Global Funds
These are not a country or region-specific funds. Instead, these funds invest globally.
Advantages of investing in International Funds?
Geographical Diversification
International funds help you leverage the opportunities to invest with the diversification of funds on a global scale.
Global Market Leaders
By investing in international funds, you can invest in some of the world's biggest businesses like Facebook, Google, Apple etc.
Currency Hedge
As these funds invest in foreign currency, they also hedge your portfolio against currency depreciation. Any depreciation in the home currency will increase the returns of these funds.
WAYS OF INVESTING IN MUTUAL FUNDS
Lumpsum
SIP
STP
Start an SIP
Start with a Monthly SIP as low as just ₹500/Month
Compounding
Your returns generate their own returns over time, helping your investment grow exponentially the longer you stay invested.
Convenience
Auto-debit from your bank account every month means no manual effort — invest consistently without having to remember or time the market.
Cost Averaging
Investing a fixed amount regularly buys more units when prices are low and fewer when high, averaging out your purchase cost over time.
Tax Benefits
Investments in ELSS mutual funds via SIP qualify for tax deduction under Section 80C, up to ₹1,50,000 per year.
Want to know how much you need to invest?
SIP Calculator
Plan your monthly SIP with accurate manual inputs.
What is a Mutual Fund?
A Mutual Fund collects money from many investors and invests it in a mix of securities such as equities, bonds, commodities or in more than one of them, depending on the scheme’s objective. Each investor owns units, and the value of one unit is called the NAV (Net Asset Value). Mutual Funds in India are regulated by SEBI.
Key features
- Professional management: A fund manager and research team make the investment decisions
- Diversification: Your money is spread across many securities within one scheme
- Flexible entry: Many schemes allow SIPs with small monthly amounts, or a one-time lumpsum
- Liquidity: Open-ended schemes generally let you redeem units on any business day, subject to exit load, if applicable
- Choice: Equity, debt, and hybrid categories suit different goals and time horizons
Important considerations
Mutual Funds carry market risk, and returns are not guaranteed. Equity schemes can be volatile in the short term, so the investment horizon matters. The SEBI riskometer helps you check a scheme’s risk level before investing.
Who it may suit
Investors starting out, or those wanting a regulated, diversified route to long-term goals like education, marriage, house or retirement.
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- Curated Collection of Mutual Funds
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Frequently Asked Questions
TR Capital offers a comprehensive range of investment services designed to help clients grow and protect their wealth. Our offerings include equity trading, mutual funds, portfolio management, financial planning, and advisory services. Each service is tailored to meet the individual financial goals of our clients, ensuring personalized strategies that balance growth potential with risk management.
Getting started with TR Capital is straightforward. You can reach out to us through our website, call our advisors, or visit our office directly. Our experienced team will guide you through the account setup process, help you understand the various investment options available, and design a strategy that aligns with your financial objectives, risk appetite, and long-term goals. We make sure that every client receives clear guidance and support at every step of their investment journey.
Yes, TR Capital has been associated with Motilal Oswal, one of India’s most reputable financial institutions, and has been serving investors since 1995. This partnership ensures that our clients benefit from trusted market insights, robust investment tools, and reliable advisory support. Our long-standing track record reflects our commitment to professionalism, transparency, and helping clients make informed financial decisions with confidence.
Mutual Funds FAQs
Your Questions, Answered
What are mutual funds?
Mutual funds pool money from multiple investors and invest it in stocks, bonds, or other assets, managed by professional fund managers.
How can I invest in mutual funds?
You can invest through SIP (Systematic Investment Plan) or lump sum via a registered advisor or investment platform.
What is SIP in mutual funds?
SIP allows you to invest a fixed amount regularly (monthly/quarterly), helping in disciplined investing and wealth creation over time.
Are mutual funds safe?
Mutual funds are subject to market risks, but diversification and professional management help in reducing overall risk.
What is the minimum amount required to start?
You can start investing in mutual funds with as little as ₹500 per month through SIP.