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.
More >
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, Sep 13, 2024
Mutual Fund SIP vs Home Loan: When you take a Rs 75 lakh home loan for 25 years at a 9 per cent interest rate, the estimated equated monthly instalment (EMI) for it will be Rs 62,940, the estimated interest you will pay in that duration will be Rs 1,13,81,918, and the estimated repayment amount will be Rs 1,88,81,918. In equity mutual fund SIP, the expected return in the long run can be 12 per cent.
Retirement Planning: The combination of systematic investment plan (SIP) and the systematic withdrawal plan (SWP) can be used to get monthly income. The idea is to invest Rs 15,000 for 20 years, get 14 per cent annualised return on that and then withdraw Rs 100,000 monthly income for at least 45 years.
Thu, Sep 12, 2024
Top 7 aggressive hybrid mutual funds with 37% SIP returns in 3 years: Among them, aggressive hybrid mutual funds are those that have 60 to 80 per cent of their investments in equity and equity-related instruments, and 20 to 35 per cent in debt, as per Securities Exchange Board of India's (Sebi) classification of mutual funds. The aggressive hybrid mutual fund category has given 28.50 per cent annualised returns (CAGR) in 1 year, 14.87 per cent in 3 years, 18.04 per cent in 5 years, and 12.65 per cent in 10 years, as per Value Research data.
SBI Large Cap vs SBI PSU Mutual Fund in 5 Years: SBI PSU Direct Plan-Growth has given 39.23 per cent annualised SIP returns in the 5-year period. SBI Bluechip Direct Plan-Growth has given 21.84 per cent annualised SIP returns in the 3-year time frame.
Top 6 flexi cap mutual funds with best SIP returns in 3 years: The flexi cap category has given 35.23 per cent annualised returns (XIRR) in 1 year, 17.21 per cent in 3 years, 20.79 per cent in 5 years, and 14.27 per cent in 10 years, as per Value Research data.
Wed, Sep 11, 2024
Top 5 Mutual Funds' Direct vs Regular Plan: In a direct plan, an investor can invest directly without the involvement of any agent or distributor, who charges money for their assistance. Compared to the direct plan, a regular plan of a mutual fund has a higher expense ratio, the fee charged from a mutual fund investor to manage the fund.
From Rs 10,000 Monthly SIP to Rs 10 Crore Corpus: A steady approach and a long-investment horizon are necessary to create a huge corpus. An early starter gets an edge over a late starter in investment journey due to compound growth of investment.
SIP vs EPF Corpus: EPF is a retirement scheme where the EPF subscriber gets an 8.25 per cent compound interest rate on their deposits. EPF subscribers make a monthly contribution to their EPF account from their salary. The employer also contributes the same or a nearly equal amount to the subscriber's EPF. SIP is a method to invest in mutual fund schemes. There are no fixed returns; rather, they are market-linked. An investor invests a fixed amount through SIP every month in a mutual fund scheme.
Top contra mutual funds with highest SIP returns in 1 year: Contra mutual funds invest money in stocks that are behaving contrarian to market trends. These are undervalued stocks with strong fundamentals that are not favoured by the market. Due to which they are available at cheap prices and may gain higher value in the future.
Tue, Sep 10, 2024
Top Sectoral SIP Mutual Fund vs Top Thematic SIP Mutual Fund in 5 Years: Sectoral funds focus on the businesses within a specific industry. They invest in sectors such as infrastructure, technology, financial services, healthcare, etc. Thematc mutual funds, on the other hand, invest in specific themes or trends, such as PSU, technology, clean energy, healthcare, etc.
Top 7 Small Cap SIP Mutual Funds in 3 Years: The small cap mutual fund category has given 43.11 per cent annualised returns (CAGR) in 1 year, 24.40 per cent in 3 years, 33.28 per cent in 5 years, and 19.28 pr cent in the 10-year period.
Top 7 mutual funds in 10 Years: In mutual fund investment, long term performance matter a lot as it shows the strength of the mutual fund scheme and the mutual fund manager's acumen to beat the market time and again. Even as the market is making a recovery, there are many mutual fund schemes that have multiplied investors' wealth in the last 10-year period.
Mon, Sep 09, 2024
Top flexi cap fund vs top multi cap SIP mutual fund in 3 years: In terms of annualised SIP returns, JM Flexicap Fund - Direct Plan is the top flexi cap mutual fund in 3 years. Nippon India Multi Cap Fund - Direct Plan is the top flexi cap SIP mutual fund in the 3-year time frame.
Home Loan+SIP Calculator: Home loans are high in amount and have a long duration. So, the interest amount is most likely to be larger than the principal amount during that duration. But if you simultaneously make an investment in a mutual fund SIP where you get good growth, you may gather a corpus that can match your interest amount.
Top 7 Large Cap SIP Mutual Funds in 10 Years: Some of the top-performing large cap mutual funds in terms of annualised SIP returns (XIRR) are Nippon India Large Cap Fund - Direct Plan, ICICI Prudential Bluechip Fund - Direct Plan, and Baroda BNP Paribas Large Cap Fund - Direct Plan.
Top 7 SBI Mutual Funds With Best SIP Annualised Returns in 5 Years: SBI Mutual Fund is the largest mutual fund house at present, with 37 equity fund schemes, 22 debt schemes, 11 hybrid schemes, and 2 other schemes. Among its largest schemes, SBI Nifty 50 ETF, SBI Equity Hybrid Fund, and SBI S&P BSE Sensex ETF are among the toppers.
Fri, Sep 06, 2024
SIP investment vs Auto Loan EMI: When you take a Rs 20 lakh auto loan at a 10 per cent interest rate for 7 years, your estimated EMI is Rs 33,202, the estimated interest is Rs 7,88,999, and the estimated repayment is Rs 27,88,999.
Top ETF SIP Mutual Funds in 5 Years: ETFs follow an index and make investments in assets in the same proportion. ETFs have low expense ratio and are easy to buy. A lot of mutual funds have been the benchmark beaters in the 5-year time frame.
SIP+SWP investment for retirement: Through SIP, one can invest a predetermined amount every month in a mutual fund scheme. This investment helps them get net asset value (NAV) units of that scheme. Here, instead of building a large corpus by investing a monthly amount in a mutual fund scheme, one invests a lump sum amount. The investor instructs the mutual fund house to sell their NAVs whose worth is equal to the predetermined amount that the investor needs as the monthly income.
Thu, Sep 05, 2024
Top Gold ETF vs Top Flexi Cap Mutual Fund in 10 Years: Quant Flexi Cap Fund - Direct Plan is the top flexi cap mutual fund, while LIC MF Gold ETF is the top gold ETF in terms of annualised SIP returns in 10 years.
By accepting cookies, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts.
