Mon, Sep 16, 2024
Top 7 Mutual Funds With Best SIP Returns This Year: Motilal Oswal Midcap Fund - Direct Plan The fund has given 81.98 per cent annualised SIP returns in 1 year. Benchmarked against NIFTY Midcap 150 TRI, the fund has given 26.66 per cent annualised returns (CAGR) since its debut in February 2014.
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Investment Planning for Child Education: In the 18X15X10 strategy, 18 denotes the number of years, 15 is the expected annualised returns for 18 years, and 10 signifies the monthly investment for the duration.
Top 7 Large and Mid Cap Mutual Funds With Highest SIP Returns in 3 Years: The category has given 43.53 per cent annualised returns (CAGR) in 1 year, 20.45 per cent in 3 years, 24.19 per cent in 5 years, and 15.86 per cent in 10 years, (As per Value Research Data).
Thu, Aug 01, 2024
As per Value Research data, as many as five categories have grown by over 50 per cent in just 1 year, while a total of 13 categories have given at least 40 per cent annualised returns. If we broaden our horizon to 3 years, as many eight mutual fund categories have risen by 20 per cent annually. In 3 years, the thematic-PSU category tops the table with 45.89 per cent annualised returns; the sectoral infrastructure is second at 33.61 per cent; the mid-cap category has delivered 25.52 per cent annualised returns, while small-cap is slightly behind at 25.05 per cent. At no. 5, the thematic-dividend yield category has given a 24.78 per cent return.
Top 5 flexi SIP mutual funds in 3 years: The flexi cap mutual fund category has grown by 38.80 per cent in 1 year, 19.38 per cent in 3 years, 20.62 per cent in 5 years, and 15.17 per cent in 10 years, as per Value Research data.
Tue, Jul 30, 2024
MIS offers 7.4 per cent interest rate. The minimum investment in the scheme is Rs 1,000, while the maximum investment in a single account is Rs 9 lakh and in a joint account is Rs 15 lakh. In SWP, investors make a one-time investment in a mutual fund scheme and fix a monthly withdrawal amount. The fund house sells the net asset value (NAV) units from the investment every month and provides income to the investor.
Top 6 Small-cap Mutual Funds With Highest SIP Returns in 10 Years: The small-cap mutual fund category is one of the top gainers in terms of returns in the recent past. The category has given a 52.99 per cent return in one year, 25.01 per cent in three years, 32.59 per cent in five years, and 20.47 per cent in 10 years (As per Value Research data).
Mon, Jul 29, 2024
Top-Performing SBI SIP Mutual Funds in 3 Years: With BSE Sensex and Nifty 50 rising higher and creating new records, a lot of PSU and infrastructure stocks have been performing extraordinarily for the last more than two years.
Top 6 SIP Mutual Funds in 10 Years: Some of the top SIP mutual funds in the list are Quant Small Cap Fund - Direct Plan, Quant Infrastructure Fund - Direct Plan, Nippon India Small Cap Fund - Direct Plan, and Quant ELSS Tax Saver Fund - Direct Plan.
Fri, Jul 26, 2024
Top 5 ELSS SIP Mutual Funds in 3 Years: The income tax filing season is on, but the ITR filing deadline of July 31, 2024, is near. Anyone who is keen on saving tax under the old tax regime thinks about various options that can give them tax relief through Section 80C deductions.
Top large cap vs ELSS vs Index Mutual Fund in terms of SIP returns: When we talk about top large cap, Equity Linked Saving Scheme (ELSS), and Nifty index mutual funds, they all are large-cap stock heavy.
Thu, Jul 25, 2024
Post Office RD vs SIP in Mutual Fund: Investors have two options to invest—market-linked and non-market-linked. In a market-linked option, investment performance is based on the market performance, primarily the performance of assets in that particular option. Then come non-market-linked schemes, where returns are guaranteed. Such investment instruments invest in debt assets, where returns are fixed and investors get returns irrespective of market situation.
Top 5 Aggressive Hybrid Mutual Funds with Best SIP Returns in 3 Years: As per the Association of Mutual Funds in India (AMFI), an aggressive hybrid fund should have 65 per cent to 80 per cent investment in equity and equity-related instruments and 20 per cent to 35 per cent in debt instruments. Value Research data shows that the aggressive hybrid category has given annualised SIP returns (XIRR) of 29.99 per cent in one year, 15.80 per cent in three years, 17.31 per cent in five years, and 13.04 per cent in the 10-year period.
Wed, Jul 24, 2024
The large and mid cap category has grown by 42.39 per cent in one year, 21.09 per cent in three years, 22.56 per cent in five years, and 16.11 per cent in the 10-year period, as per Value Research data.
Tue, Jul 23, 2024
Finance Minister Nirmala Sitharaman increased the long term capital gains tax (LTCG) from 10 per cent to 12.50 per cent and the short term capital gains (STCG) tax from 15 per cent to 20 per cent. There is one relaxation for mutual fund investors with a holding period of more than a year. The exemption limit has been increased from Rs 1 lakh to Rs 1.25 lakh.
Invesco India PSU Equity Fund Direct-Growth has given 99.66 per cent annualised SIP returns in one year. The fund has assets under management (AUM) of Rs 1,363 crore, while its net asset value (NAV) is worth Rs 80.36.
Mon, Jul 22, 2024
As per value Research data, the large-cap category has given a 36.69 per cent return in one year, 18.69 per cent in three years, and 18.50 per cent in five years.
SBI PSU Fund, SBI Infrastructure Fund, SBI Contra Fund, and SBI Long-term Equity Fund have been the table toppers in terms of annualised SIP returns in the last five years.
Fri, Jul 19, 2024
Most dividend yield funds invest a large proportion of their funds in PSUs, blue chip, utilities, and realty firms, the large-sized company that pay dividends to their investors.
Top SWP Plans for Monthly Income: In a SWP plan, the mutual fund house sells the investor's net asset value (NAV) units to provide monthly income. SWP provides rupee cost averaging, so, if the NAV rate is low, the fund house sells more units, if the NAV rate is high, it sells less units. Senior citizens often make SWP as an investment option for their retirement planning.
Thu, Jul 18, 2024
When we say that people can build a corpus of over Rs 1 crore by saving just Rs 50 a day and investing it in a scheme offering compound growth, it is nearly impossible to fathom that possibility. But years of compounding can work wonders and help one accumulate wealth in large proportions with small contributions.
Top Sectoral Infra SIP Mutual Funds in 5 Years: The infra mutual fund category has soared by 70.43 per cent in one year, 33.71 per cent in three years, and 28.45 per cent in five years (As per Value Research data). The primary reason behind that is the rise of infrastructural companies because of the central government's focus on infrastructure. Many of the PSUs have witnessed exponential growth because of Centre's Make in India initiative.
Wed, Jul 17, 2024
Top Contra SIP Mutual Funds in 5 Years: Contra mutual funds follow a strategy where fund managers invest against market trends. They invest in stocks which are undervalued and are likely to realise their potential in the future.
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