Specialized Investment Funds
Specialized Investment Funds are market-linked products offered under the mutual fund framework. They may follow defined investment strategies and can invest in permitted securities and instruments as described in the relevant product documents.
These products can involve higher complexity and market risk. Please read the Investment Strategy Information Document, Key Information Memorandum, and other applicable documents carefully before investing.
Explore Product Categories
Product features, eligibility, terms, and applicable documents may vary by category.
Defined Investment Strategy
Each product follows the investment objective, asset allocation, and permitted exposure stated in its product documents.
Market-Linked Exposure
The value of units may rise or fall in response to market movements, interest rates, credit events, and other relevant factors.
Minimum Investment Threshold
A minimum aggregate investment threshold of ₹10 lakh per PAN generally applies, subject to applicable rules and exceptions.
Product Documents
The Investment Strategy Information Document contains important details on the investment objective, risks, fees, liquidity, and other terms.
Key Service Information
Review the important features, terms, and relevant details for this service.
Risk Disclosure
These products are subject to market-related risks and may involve risks arising from equity, debt, derivatives, or other permitted instruments.
Diversification
A strategy may invest across different securities or asset classes as specified in its product documents. Diversification does not eliminate risk.
Eligibility and Terms
Eligibility, purchase, redemption, and other transaction terms are governed by the applicable product documents.
Transparency
Relevant disclosures, NAV information, and periodic updates are made available by the respective fund house.
Read Before Investing
Review all applicable documents and understand the risks, costs, and terms before making an investment decision.
Explore Available Products and Services
Contact Mohta Finserv to learn more about the products and services available through us.