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.
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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 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.
Tue, Aug 06, 2024
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.
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.
Tue, Jul 30, 2024
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 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
New Fund Offer: Bajaj Finserv AMC on Thursday opened the subscription for its new large-cap mutual fund scheme. The fund house says the fund will follow the concentrated strategy with investment in select 25-30 stocks.
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
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.
Thu, Jul 18, 2024
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
SBI Mutual Fund House's equity linked saving scheme (ELSS) fund is known as SBI Long Term Equity Fund, while its large-cap mutual fund is known as SBI Bluechip Fund.
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