Thu, Oct 24, 2024
Retirement Corpus Target Rs 7 Crore: Retirement planning is a long-term process, which one should start early in their career. It will help them create a sizeable corpus with a smaller amount compared to an investment with a larger amount for a shorter duration.
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Top 3 PSU Mutual Funds With Best SIP Returns in 3 Years: PSU thematic mutual funds need to have at least 80 per cent of their investments in PSU stocks, as per Securities Exchange Board of India's (Sebi) classification of mutual funds. The category has been the top performer mutual fund category in 1 year with 65.48 per cent annualised return (CAGR). In 3 years, it has given 34.80 per cent annualised returns.
Wed, Oct 23, 2024
From Rs 18,000 Monthly SIP to Rs 12 Crore Corpus: Monthly investment for the long term can make achieving a tough financial goal possible. If one is aiming at a corpus that can accomplish their retirement needs and meet expenses post retirement, early investing can be great help.
Thu, Jul 04, 2024
Top Value Oriented Mutual Funds: These funds invest in undervalued companies whose intrinsic value is much higher than their current market price. Fund managers do fundamental analysis of undervalued companies and invest the fund's money in them. The simple logic that works behind them is that these stocks are undervalued, and the market may take time to realise their potential. Once the market realises their true worth, the stock of these companies will rise and generate huge returns.
SIP+SWP: One can start a SIP with a small monthly investment of Rs 100. The SIP investment provides rupee cost averaging as well as compound growth. While in a SIP you invest money every month, in a SWP plan, you withdraw money every month from the mutual fund scheme.
Wed, Jul 03, 2024
The large and mid cap category has given 44.88 per cent annual returns in the one year, 21.72 per cent in the three years, and 21.11 per cent in the five years, as per Value Research data. The fund offers stability of large caps and high returns of mid caps.
Tue, Jul 02, 2024
Dividend yield mutual funds invest in firms that provide higher dividend yields compared to the average market level. Most dividend yield mutual funds invest in PSUs, blue chip, utilities, and realty firms.
Mon, Jul 01, 2024
SBI PSU Mutual Fund has topped the category with 41.50 per cent annual SIP returns in the five-year period. The fund has assets under management (AUM) of Rs 3,071 crore, while its net asset value (NAV) is Rs 35.72. Started in January 2013, the fund has given 13.36 per cent return since its inception.
Fri, Jun 28, 2024
Tax Saver Funds: ELSS mutual funds have a lock-in period of three years. ELSS deposits of up to Rs 1.50 lakh in a financial year are tax-exempt under Section 80C of the Income Tax Act.
Retirement Planning: The one who starts to invest early has an edge over a late starter when it comes to generate a large retirement corpus.
Wed, Jun 26, 2024
AMFI says small-cap mutual funds need to invest at least 65 per cent of their money in small-cap companies. Since these companies are in their growth stage, small-cap mutual funds may rise faster than large- and mid-cap mutual funds. But these mutual funds are also to fall first in a bearish market.
Tue, Jun 25, 2024
Top 7 Mid-cap SIP Mutual Funds in India: Mid-cap mutual funds invest most of their money in mid-cap firms. According to Association of Mutual Funds in India (AMFI), mid-cap companies are ranked from 101st to 250th in terms of market capitalisation.
SIP Returns: Investment instruments involving compound growth can increase you invested amount faster as time passes. A small amount, such as a Rs 2,000 monthly SIP, can grow into many crores in the long run.
Mon, Jun 24, 2024
NPS is a market-linked scheme, where a pension fund manager (PFM) invests in equity and related instruments (Class E), corporate debt and related instruments (Class C), government bonds and related instruments (Class G), and alternative investment funds, including instruments like CMBS, MBS, REITS, AIFs, Invlts, etc (Class A).
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.
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