Fri, Nov 22, 2024
Retirement Calculator: Retirement planning for everyone is important, and equally important is to start it early. If one delays it for some years, they lose a significant edge over someone who starts it early.
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Top 7 mutual funds with highest returns in 10 years: Even though BSE Sensex and Nifty 50 have been going through fluctuations for over a month, there are many mutual fund schemes which have given high returns in the long run.
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.
Fri, Aug 16, 2024
Top 7 SWP Mutual Funds in 10 Years: In SWP, you invest a lump sum amount and withdraw money monthly. The advantage of it is that while you are withdrawing your money, it also grows with time. So, if your rate of withdrawal is lower than the rate of growth, you can withdraw money for decades, and your money is likely to grow even then.
Top 7 ETFs With Highest Returns in 3 Years: Unlike other mutual funds, where the rate of net asset value (NAV) is determined at the end of the market close, the price of ETF keeps changing throughout the trading session. So, one can purchase them at different rates during a trading session.
Thu, Aug 15, 2024
If you invest Rs 10,000 monthly in a SIP for 15 years, and get a 12 per cent annual return, your investment will be Rs 18 lakh, your estimated long term capital gain will be Rs 32,45,760, and the estimated amount will be Rs 50,45,760. But if you continue the same investment for 5 years more, the investment will be Rs 24,00,000, but the estimated long term capital gain will be Rs 75,91,479, and the estimated expected amount will be Rs 99,91,479.
Top PSU Bank FD vs Top Debt Mutual Fund: The best medium to long duration mutual fund in terms of annualised lump sum returns (CAGR) is SBI Magnum Income Fund - Direct Plan. Among all PSU bank 5-year FDs, Canara Bank is providing the highest interest rate.
Top 7 flexi cap mutual funds with best SIP returns in 5 years: As per Securities Exchange Board of India categorisation, flexi cap mutual funds need to invest 65 per cent of their funds in equity or equity-related instruments. It offers exposure to a wide range of equity securities, covering different industries and businesses. The fund manager is free to invest in any market cap and in any percentage. The flexi cap mutual fund category has given 36.24 per cent lump sum returns in 1 year, 17.32 per cent in 3 years, and 20.04 per cent in 5 years, as per Value Research data.
Wed, Aug 14, 2024
Top 7 large and mid cap mutual funds with highest SIP returns in 5 years: We invest in large cap mutual funds for stability and mid cap for more growth than stability. However, both categories have some limitations.
Tue, Aug 13, 2024
Top 7 small cap SIP mutual funds in 5 years: When we talk about high returns of equity mutual funds, small cap mutual funds are most likely the first option that strikes our mind.
Mon, Aug 12, 2024
Securities Exchange Board of India (Sebi) categorises large-cap mutual fund as the one with at least 80 per cent investments in large cap stocks. As far as the performance of the large cap mutual fund category is concerned, it has given 37.13 per cent annualised return (CAGR) in 1 year, 17.70 per cent in 3 years, and 19.11per cent in 5 years, as per Value Research data as on August 12, 2024.
Top 3 SBI Mutual Funds in 3 Years: The SBI mutual fund house is India's largest asset management company (AMC) in India with assets under management (AUM) of Rs 9,90,090 crore. As one of the oldest mutual fund houses in India, it was set up in 1987 and runs 60 schemes.
Fri, Aug 09, 2024
ELSS mutual funds provides tax benefits under Section 80C of the Income Tax Act, 1961. The category has given 36.29 per cent annualised return (CAGR) in 1 year, 18.40 per cent in 3 years, 21.50 per cent in 5 years, and 15.63 per cent in 10 years, as per Value Research data.
Thu, Aug 08, 2024
Best ELSS vs Best Large Cap Mutual Fund: Equity Linked Saving Scheme (ELSS) mutual funds, also known as tax saver funds, and large cap mutual funds are quite similar in nature in terms of asset allocation.
As per Association of Mutual Funds in India, a multi cap mutual fund should have at least 75 per cent investment in equity and equity-related instruments. So, the fund manager can invest in the company of any market capitalisation. The manager can shift money from non-performing cap to the performing cap based on market conditions.
Wed, Aug 07, 2024
In the contra mutual fund category, the fund manager invests in stocks whose performance is contrary to prevailing market sentiments. The fund manager invests stocks, which may be undervalued, but have future potential to gain value. This is a risky strategy but pays reward if the fund manager picks the right set of stocks.
Tue, Aug 06, 2024
Top 5 Mutual Funds' Direct vs Regular Plan Returns in 10 Years: When you invest in a mutual fund scheme directly, you invest in a direct plan. No distributor or agent charges you money for that. In contrast, when you invest in a mutual fund through a distributor, you invest in a regular plan. Both plans have their own importance. A direct plan has a lower expense ratio, a mutual fund house's fee to manage one's fund investment, compared to a regular plan. But if one is new and has little knowledge about mutual fund performance, types, risk, and expense ratio, a regular fund can be the route.
The mid cap mutual fund category has given a 47.00 per cent annualised return in 1 year, 23.28 per cent in 3 years, 28.30 per cent in 5 years, and 18.48 per cent in 10 years, as per Value Research data.
How to buy car through SIP investment: Cars are expensive, and people often buy them on loan. But since the value of the car depreciates and you pay interest on the loan, buying a car on loan may not be a good option. The other way can be to make a monthly systematic investment plan (SIP) in an equity mutual fund, withdraw it, pay long-term capital gains tax, and make a one-time payment to purchase car worth Rs 22.75 lakh.
Mon, Aug 05, 2024
SBI PSU Direct Plan-Growth has equity mutual fund has given 42.99 per cent annualised SIP returns in 5 years. It has assets under management (AUM) of Rs 3,695 crore, while its net asset value (NAV) is Rs 37.79. Benchmarked against BSE PSU TRI, the fund has given 13.79 per cent annualised returns since its inception in January 2013.
Top 5 SIP large cap mutual funds in 10 years: As per Association of Mutual Funds in India (AMFI), large-cap companies comprise India's top 100 firms in terms of market capitalisation (m-cap).
Fri, Aug 02, 2024
Top 5 ETFs in 5 Years: Exchange-traded fund (ETF) is a category of mutual funds which can be in a share market. They are bought and sold like a common stock. ETFs holds a collection of stocks, bonds and other securities in one fund.
Top 5 SWP Mutual Funds in 5 Years: In a SWP scheme, the mutual fund house sells net asset value (NAV) units every month to deposit the amount to the investor's account. If the rate of withdrawal is lower than the growth of the fund, the investor can withdraw monthly income for years and still, their amount will not deplete to zero. Rather, in the long term, it may surpass the principal. Investors can set up SWP in an equity, hybrid, and debt mutual funds depending on their risk appetite.
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