Mutual Funds

Mutual fund is a professionally managed investment vehicle that pools money from multiple investors to invest in a diversified portfolio of assets such as stocks, bonds, or other securities. It offers a simple and efficient way for individuals to access the financial markets with the guidance of expert fund managers.

Investment Modes & Plans at Beesawa

At Beesawa, we recognize that every investor walks a different path. Whether you’re just starting your investment journey or looking to diversify a seasoned portfolio, we offer thoughtfully designed investment modes that align with your life goals, risk preferences, and growth expectations.

📈

SIP – Consistent Growth, Step by Step

A Systematic Investment Plan (SIP) lets you invest a chosen amount at regular intervals — most commonly each month.

How It Works:

You choose a fund and a fixed contribution amount. We automatically invest it on your behalf, giving you consistent exposure to market movements.

Ideal For:

Investors with a fixed monthly income
Long-term planners aiming for steady asset building
Those who prefer budgeting over one-time decisions

Beesawa Insight: SIPs help you build wealth without feeling the pressure of timing the market. Small steps, big impact.

🔄

STP – Smooth Fund Shifting

The Systematic Transfer Plan (STP) allows you to move funds from one scheme to another in a scheduled manner.

What It Means:

Instead of investing a lump sum all at once, your funds are parked in a relatively stable scheme and transferred to a growth-oriented one over time.

Perfect For:

Investors with a large deposit but who want gradual market entry
Reducing exposure to market timing risks
Maintaining balance between safety and opportunity

Beesawa Insight: Think of STP as a bridge — it helps you cross into equity investing with caution and clarity.

💸

SWP – Income on Your Terms

A Systematic Withdrawal Plan (SWP) lets you receive money from your investment at fixed intervals — without redeeming the full amount.

Why It Matters:

It creates a dependable stream of income while your remaining investment continues to grow or earn returns.

Great For:

Retirees needing monthly or quarterly income
Professionals planning sabbaticals or semi-retirement
Managing regular expenses without breaking long-term goals

Beesawa Insight: With SWP, your money keeps working — even as it supports your present.

💰

Lump Sum Investment – When Timing Feels Right

A Lump Sum Investment involves investing a sizable amount in one go, usually when you identify a market opportunity or receive surplus funds.

When to Use It:

When you have excess capital (e.g., bonuses, inheritance)
You're confident about the market direction
For short- to medium-term wealth creation

Beesawa Insight: When opportunity knocks, a lump sum can unlock powerful growth — with the right guidance.

🆕

NFO – New Ideas, Early Access

A New Fund Offer (NFO) is your chance to invest in a brand-new mutual fund scheme before it becomes widely known.

Why Explore NFOs?

Get in early on emerging sectors or strategies
Access funds with innovative structures
Entry often begins at a basic NAV, like ₹10

Beesawa Insight: NFOs aren't just new — they're timely. We help you evaluate their fit before you commit.

Let's Choose Together

At Beesawa, we don’t just offer plans — we help you discover the right one.

Consistent, hassle-free investing?

Try SIP for regular, disciplined investing

Smart, gradual equity exposure?

Choose STP for strategic fund shifting

Steady income from your assets?

Use SWP for systematic withdrawals

Have capital and confidence?

Go for Lump Sum investments

Curious about new market ideas?

Explore NFOs for early opportunities

With personalized support, research-backed planning, and a platform built for clarity, Beesawa makes every step of investing truly yours. Because your goals deserve more than options — they deserve the right path.