Tue, Nov 19, 2024
Home Loan vs SIP Calculator: Take a loan to buy a home or create a corpus to purchase the same? Which can help you save more money? Which option should you opt for? It depends on your financial goal, priorities in life, age, income status, etc.
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Impact of Rs 2,500 monthly SIP: Small beginning, big impact can be clearly felt in the real of compounding. One who stays in their performing investments for the long term emerges the winner compared to someone who invests a higher amount but quits the race earlier.
Top 7 Mid Cap Mutual Funds With Best SIP Returns in 5 Years: Mid cap mutual funds need to have at least 65 per cent of their investments in mid cap stocks. This provides them exposure to the companies that can provide stability, high growth, or both. The category has given 31.28 per cent annualised return in 1 year, 19.00 per cent in 3 years, 25.40 per cent in 5 years, and 16.48 per cent in 10 years.
Fri, Jun 21, 2024
Financial Planning: Starting to invest early is always a good strategy to accumulate a large corpus. Likewise, if you want to create a large corpus for your child by their 18th birthday, the best time to start investing is at the time of their birth. Mutual fund investment through a systematic investment plan (SIP) can be one of the options for this case.
Thu, Jun 20, 2024
Retirement Planning: Some of the important factors that should be on our minds while investing in mutual funds are: are returns beating the benchmark returns? Are they beating inflation? Are they benefiting us post capital gain tax? Will I be in deficit if I withdraw them in case of an emergency? When we talk about long-term financial planning, such as retirement, we may prefer equity funds as they provide compounding and, in the long run, can beat market fluctuations.
Association of Mutual Funds in India (AMFI) classifies flexi-cap funds as equity funds with at least 65 per cent of their investments in equity and equity-related instruments. As the name suggests, flexi cap funds provide flexibility to investors as the fund manager invests funds across market capitalisation. The manager changes the combination of stocks as per the performance of either of the three caps.
Wed, Jun 19, 2024
Top SBI Mutual Funds: SBI mutual funds have been some of the most successful mutual funds in the last five years. Its PSU, infrastructure, contra, and mid-cap funds have performed well in the last five years.
Wed, Jun 12, 2024
As per Association of Mutual Funds in India (AMFI), a large and mid cap mutual fund needs to invest 35 per cent of its investments in large- and mid-cap companies. To take full advantage of this rule, fund managers shift more money to the cap that is doing better under a particular market condition.
PSU Mutual Funds: PSU mutual funds fall in the category of thematic equity mutual funds as they invest money in the PSU theme. The category has been the highest-achiever mutual fund category in the one-, three- and five-year timeframes.
Tue, Jun 11, 2024
Top 5 small-cap SIP mutual funds in 3 years: The small-cap mutual fund category has grown 52.04 per cent in the one year, 25.06 per cent in the three years, and 27.86 per cent in the five years (As per Value Research data). Quant Small Cap Fund, Franklin India Smaller Companies Fund, and ITI Small Cap Fund have been the top funds in terms of SIP returns in the three-year period.
Mon, Jun 10, 2024
As per Association of Mutual Funds in India (AMFI), large-cap companies are top 100 firms in terms of market capitalisation. These companies are fundamentally strong and, hence, more capable of negating market fluctuations than medium- and small-cap firms. For their ability to fight market fluctuations, large-cap mutual funds are considered a good equity fund choice by many investors.
Fri, Jun 07, 2024
SIP Calculator: Some of the benefits of investing through SIP are that one can invest as little as Rs 100 monthly in a mutual fund. SIP provides the benefit of compounding, where the older your investment becomes, the faster it may grow. The other advantage is that SIP offers rupee cost averaging, so an investor doesn't need to time the market.
Thu, Jun 06, 2024
The PSU thematic mutual fund category is one of the biggest gainers in one, three, and five years. It has given returns of 85.73 per cent, 38.48 per cent, and 24.65 per cent in the one-, three-, and five-year periods, respectively (as per Value Research data). The main reason behind this breathtaking performance is the rise of PSU stocks in the last three years.
Fri, May 31, 2024
Some of the non-market-linked investment options are Public Provident Fund (PPF), Employees Provident Fund (EPF), fixed deposit (FD), recurring deposit (RD), National Savings Certificate, Senior Citizen Savings Scheme, and Post Office Monthly Income Scheme. Market-linked programmes, on the other hand, depend on the performance of the stock market. Market-linked investment options such as stocks and mutual funds may give a much higher return than the best non-market-linked programmes.
Wed, May 29, 2024
Top 5 Mutual Funds in 5 years: Top lump sum equity mutual funds in 5 years: There are two main ways to invest in a mutual fund- lump sum and systematic investment plan (SIP). Lump sum is a one-time investment, where you invest money in a mutual fund scheme in one go.
Tue, May 28, 2024
As per Association of Mutual Funds in India (AMFI) classification, large-cap mutual funds have to invest at least 80 per cent of their investments in large-cap stocks, while mid-cap mutual funds have to invest at least 65 per cent of their investments in mid-cap stocks.
Mon, May 27, 2024
SIP Returns: In investment options that provide compound interest/growth, duration of investment matters a lot. Even if your investment amount is small, but the duration is long, you can build a corpus which may run into several crores. The 70:15:15 investment strategy encourages one to invest 15 per cent of their earnings monthly. If one invests that fraction of their income regularly, in the long run, they can build a significant corpus.
As a mutual fund category, small-cap is the third-best performing category in the three-year period after thematic-PSU and sectoral infra funds (As per Value Research data). The category has given 25.92 per cent returns in the three years. As many as 15 small-cap mutual funds have given annual SIP returns (XIRR) of 30 per cent. Quant Small Cap, Nippon India Small Cap, and ITI Small Cap are some of the best-performing small-cap funds.
Fri, May 24, 2024
Amid the rise of PSU stocks, thematic PSU mutual funds are also cashing in on momentum. The category tops the chart among all mutual funds in the one-year, three years and five years, when it has risen by 104.38 per cent, 44.61 per cent and 28.04 per cent, respectively. Some of the PSU mutual funds such as CPSE ETF, SBI PSU Direct, and Invesco India PSU Equity Direct have given over 100 per cent return in the last one year.
Thu, May 23, 2024
Compound Returns: A little investment that looks like a miniscule figure in the short term can give gargantuan returns in the long term because of compound growth. In mutual fund, SIPs and lump sum investments provide compound growth.
Top 5 SBI Mutual Funds in 3 Years: PSU stocks have been one of the top performers in the last three years, and their performance is reflecting in the performance of most of the PSU thematic mutual funds. SBI PSU Fund is no exception.
Wed, May 22, 2024
SIP gives compound growth to investors that increases their money many folds of they stick to their investments in the long term. SIP also provides rupee cost averaging.
Mon, May 20, 2024
Association of Mutual Funds in India (AMFI) data month after month shows that systematic investment plans (SIPs) are gaining popularity over the lump sum mode of mutual fund investment. In SIP, one can invest as little as Rs 100 a month.
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