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mutual fund investment

Retirement Planning: Investment Rs 20 lakh, retirement corpus goal Rs 3.40 crore; know how you can achieve it

Retirement Planning: Investment Rs 20 lakh, retirement corpus goal Rs 3.40 crore; know how you can achieve it

Fri, Nov 22, 2024

Retirement Corpus: Retirement planning is an important goal, where one can invest monthly or lump sum and create a corpus that can help meet various financial needs post retirement.

Power of Rs 2,500 SIP: Can one achieve Rs 3 crore corpus goal with just Rs 2,500 monthly investment? See details to know

Power of Rs 2,500 SIP: Can one achieve Rs 3 crore corpus goal with just Rs 2,500 monthly investment? See details to know

Tue, Nov 19, 2024

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 up to 41% SIP Returns in 5 Years: No 1 fund has converted Rs 15,000 monthly investment into Rs 23,84,990

Top 7 Mid Cap Mutual Funds With up to 41% SIP Returns in 5 Years: No 1 fund has converted Rs 15,000 monthly investment into Rs 23,84,990

Tue, Nov 19, 2024

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.

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Sharekhan picks these 5 value mutual funds for SIP; check details

Sharekhan picks these 5 value mutual funds for SIP; check details

Tue, Apr 23, 2024

SBI Contra Fund, HSBC Value Fund, and Nippon India Value Fund are among the top picks by brokerage Sharekhan.

Top 7 SWP Mutual Funds: On Rs 50 lakh investment; top fund has given Rs 75K monthly pension for 10 years and Rs 22.76 lakh balance

Top 7 SWP Mutual Funds: On Rs 50 lakh investment; top fund has given Rs 75K monthly pension for 10 years and Rs 22.76 lakh balance

Tue, Apr 23, 2024

SWP: Systematic Withdrawal Plan is a popular way of withdrawing a monthly pension from a mutual fund after investing a lump sum amount. One can get a monthly income and their fund will still increase if they use SWP smartly. For that, their rate of return should be higher than their rate of withdrawal. Some of the top SWP funds have given annualised returns up to 17.13 per cent in the last 10 years.

7 small-cap mutual funds that have beaten their benchmarks in last 3 years

7 small-cap mutual funds that have beaten their benchmarks in last 3 years

Mon, Apr 22, 2024

Quant Small Cap Fund, Nippon India Small Cap Fund, and Franklin India Smaller Companies Fund are some of the top performers in the last three years.

Mutual Funds: What will be income tax on Rs 2.50 lakh capital gains for taxpayers in salary brackets of Rs 8 lakh, Rs 12 lakh and Rs 18 lakh

Mutual Funds: What will be income tax on Rs 2.50 lakh capital gains for taxpayers in salary brackets of Rs 8 lakh, Rs 12 lakh and Rs 18 lakh

Fri, Apr 19, 2024

Returns on mutual fund investment are taxed. If one sells their investments in less than 12 months of owning them, their returns are considered as short-term capital gains, but if they sell them 12 months after owning investments, their returns are considered as long-term capital gains. Both types of gains are taxed at different rates.

Top 7 mutual fund categories with up to 92.16% returns in 1 year

Top 7 mutual fund categories with up to 92.16% returns in 1 year

Thu, Apr 18, 2024

Many of the mutual fund categories have performed well in the last one year in accordance with the fine performances of Nifty 50 and BSE Sensex. Some of the categories such as equity thematic PSU, sectoral infrastructure, small cap and mid cap have been the star performers in the last one year with the leading one giving returns of over 92 per cent.

Do I have to pay tax if I suffer losses on my mutual fund investments? Exemptions, capital gains, and other key details

Do I have to pay tax if I suffer losses on my mutual fund investments? Exemptions, capital gains, and other key details

Wed, Apr 17, 2024

Mutual Fund Tax Treatment: As per Indian tax laws, any equity fund with more than 65 per cent exposure in Indian equities are defined as an “equity funds” for tax purposes. Gains from equity funds are taxed at 15 per cent if sold within 12 months (short-term capital gains), and at 10 per cent, if sold after 12 months (long-term capital gains).

7 top Index mutual funds with up to 30% returns in 3 years

7 top Index mutual funds with up to 30% returns in 3 years

Wed, Apr 17, 2024

Index mutual funds track a market index and invest money in securities in the same proportion as in the index. These are passive funds with a low expense ratio. The fund manager maintains the portfolio composition in accordance with the index that the fund follows. The funds are considered good for beginners with little knowlege about mutual fund investment. Many of the index funds have provided steady returns in the last 3 years.

From Rs 1,100 SIP to Rs 11 lakh fund: How it can be created

From Rs 1,100 SIP to Rs 11 lakh fund: How it can be created

Tue, Apr 16, 2024

Systematic Investment Plan (SIP) is a popular method for mutual fund investment. An investor with low monthly earnings can also start investing through SIP. Since SIP provides compound returns, one's small investment over a long period can help one create a huge corpus.

Top 7 small-cap mutual funds with up to 73.10% returns in 1 year

Top 7 small-cap mutual funds with up to 73.10% returns in 1 year

Tue, Apr 16, 2024

As per Value Research data, the small-cap category has given 53.20 per cent returns in the last year, while its returns in the three years are 28.44 per cent. Bandhan Small Cap Fund has given returns of 73.10% under its direct plan in the last one year.

5 top thematic PSU mutual funds with up to 105% returns in 1 year

5 top thematic PSU mutual funds with up to 105% returns in 1 year

Mon, Apr 15, 2024

5 top PSU mutual funds with up to 105% returns in 1 year: The thematic equity PSU mutual fund has been the top-performing mutual fund category in the last one and three years.

Top small cap vs mid cap vs large cap mutual fund: Rs 1 lakh investment in top fund has grown to Rs 2.95 lakh in 3 years

Top small cap vs mid cap vs large cap mutual fund: Rs 1 lakh investment in top fund has grown to Rs 2.95 lakh in 3 years

Fri, Apr 05, 2024

Small-cap mutual funds invest in small-cap companies and are more vulnerable to market fluctuations than large and mid caps. Since small caps carry more risk than the rest of two, they have the potential to deliver better returns than mid and large caps. If we have a cursory glance at their performance in the last three years (As per Value Research data), small-cap mutual funds have given 28.29 per cent returns compared to 24.49 per cent in mid cap, and 17.80 per cent in large caps.

EPF vs SIP: Should you opt for 12% EPF contribution or go with minimum limit of Rs 1,800 and make SIP of rest of amount?

EPF vs SIP: Should you opt for 12% EPF contribution or go with minimum limit of Rs 1,800 and make SIP of rest of amount?

Fri, Apr 05, 2024

EPF scheme comes under the exempt-exempt-exempt (EEE) category where deposits, the interest earned and the withdrawals are tax free. The minimum amount from the employer's side for EPF contribution is Rs 1,800. Mutual fund investment through SIP is a market-linked investment. EPF and mutual fund investments provide compounding.

7 top SWP mutual funds: On Rs 50 lakh investment; top fund has given Rs 60K monthly pension for 10 years and Rs 91 lakh balance

7 top SWP mutual funds: On Rs 50 lakh investment; top fund has given Rs 60K monthly pension for 10 years and Rs 91 lakh balance

Thu, Apr 04, 2024

For a monthly pension through SWP, you invest a lump sum amount in a mutual fund and gets the pension in the form of returns from the fund. Even if the fund performs poorply, you get a fixed amount every month. The fund house sells net asset value (NAV) units of the fund to give you that pension. Some of the top performing SWP mutual funds in the last 10 years are from Quant, ICICI Pru, HDFC Mutual Fund, SBI Mutual Fund, and DSP Fund.

SIP vs Lump Sum Investment: How to make your first Rs 1 crore in 5 years; know through expert tips

SIP vs Lump Sum Investment: How to make your first Rs 1 crore in 5 years; know through expert tips

Wed, Apr 03, 2024

You need to start investing early if you want to build your first Rs 1 crore corpus in five years. SIP and lump sum investment routes in mutual funds can help you achieve that goal. Through expert calculations, know what are the mutual fund categories that can help you achieve your financial goals, and which mutual funds may make your investment journey easy.

Top 4 thematic PSU mutual funds with up to 52.51% returns in 3 years; top fund has given Rs 2.55 lakh return on Rs 1 lakh investment

Top 4 thematic PSU mutual funds with up to 52.51% returns in 3 years; top fund has given Rs 2.55 lakh return on Rs 1 lakh investment

Tue, Apr 02, 2024

The PSU thematic category that invests its funds in PSU stocks has gained 42.42 per cent in the last 3 years to emerge the biggest gainer. The same category has also been the biggest gainer in the last one year with 91.95 per cent returns. Funds such as CPSE ETF, ABSL, SBI and Invesco have been performing well for last some years.

SIP: Starting with Rs 2K step-up SIP, how you can build Rs 2 cr retirement corpus

SIP: Starting with Rs 2K step-up SIP, how you can build Rs 2 cr retirement corpus

Tue, Apr 02, 2024

Investment from at an early age has its benefits in investment schemes providing compound interest/returns. Mutual fund investment is one such strategy where one gets compound returns. In it, even if your investment amount is small but your investment duration is long, you can build a larger corpus than the person who invests a larger amount but has a shorter period. With the 25/2/5/35 mutual fund investment strategy, you can build a Rs 2 crore retirement corpus even if you start with a step-up SIP of Rs 2,000. Know how it can become possible.

SIP+SWP: How your monthly pension can go down from Rs 93.80K to Rs 45K if you delay your Rs 5K SIP investment by 10 years

SIP+SWP: How your monthly pension can go down from Rs 93.80K to Rs 45K if you delay your Rs 5K SIP investment by 10 years

Mon, Apr 01, 2024

SIP+SWP: Systematic Investment Plan (SIP) is a way of investing in mutual funds. In contrast, a Systematic Withdrawal Plan (SWP) is a withdrawal strategy for mutual funds. One can start investing through SIP in a mutual fund at an early age to build a huge corpus. They can invest the same amount to get a monthly pension through SWP. But if one invests in SIP for 30 years instead of 20 years, they might not only get a nearly Rs 49,000 extra monthly pension after investing their corpus in a mutual fund, but they can also get that extra pension for 18 more years. Know how!

5 International Mutual Funds with Highest Returns in 1 year: Rs 1 lakh investment has turned into Rs 1.77 lakh in this fund

5 International Mutual Funds with Highest Returns in 1 year: Rs 1 lakh investment has turned into Rs 1.77 lakh in this fund

Thu, Mar 28, 2024

International mutual funds are the same as domestic mutual funds in India but they invest in global companies, many of whom are giant in their own right. International mutual fund schemes are run by a number of Indian mutual fund players. Indian investors can invest in these funds like they invest in domestic funds. Mirae Asset NYSE FANG+ ETF FoF, Edelweiss US Technology Equity FoF DirGr, and Franklin Ind Feeder-Frank US Opp are some of the top international mutual funds in the last one year. In this write-up, know more about the top 5 international mutual funds in the last one year, and how much return they have given on a Rs 1 lakh lump sum investment in each.

SIP+SWP: Start with 5K SIP and then get Rs 93.80K pension for 30 years; know calculations

SIP+SWP: Start with 5K SIP and then get Rs 93.80K pension for 30 years; know calculations

Thu, Mar 28, 2024

Systematic Investment Plan (SIP) is a mutual fund investment method, where you purchase net asset value (NAVs) every investment cycle. Because you get compounding returns on SIP investment, your small investment can help you build a huge corpus in the long run. Systematic Withdrawal Plan (SWP), on the other hand, is the mutual fund withdrawal method, where you get a fixed amount every withdrawal cycle in your account. If one makes Rs 5,000 a month SIP for 30 years, they may get Rs 93,800 pension a month for 30 years after that. Through expert calculations, know how it is possible-

SWP: Rs 1 cr investment; over Rs 41K monthly pension for 16 years and corpus remains same; know how is it possible

SWP: Rs 1 cr investment; over Rs 41K monthly pension for 16 years and corpus remains same; know how is it possible

Wed, Mar 27, 2024

Systematic Withdrawal Plan (SWP) is a mutual fund investment strategy to get regular, fixed monthly pension. In SWP, you invest a lump sum amount in a mutual fund(s) and get monthly pension from its returns. If you plan your SWP in a way where your monthly pension is lower than your returns on investment, not only you can get a lifelong monthly pension, but also your balance amount after withdrawing pension can be the same as your principal, or in cases, even bigger than that.

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