Tue, Jan 07, 2025
Thematic funds are a unique category of mutual funds that focus on pre-determined themes or trends in the market and do not follow conventional investment strategies. In this article, we will cover some of the top-performing thematic mutual funds in the last years as of January 2025. Read on to learn more about some of the top-performing Thematic MF schemes.
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Index Mutual Funds: Index mutual funds are mutual fund schemes that track the performances of specific market indices. Index mutual funds, popularly known as index funds, aim to replicate the performance of market indices. Fund managers ensure this by investing in the securities in the exact proportion as in the index. In this article, we will cover some of the top-performing index mutual funds in five years, according to AMFI data as of January 6, 2025. Read on to learn more about some of the top-performing index funds.
Power of Compounding: An SIP or systematic investment plan is a popular way of investing in mutual fund schemes of choice, as it enables investors to direct their cash towards a desired equity-related scheme gradually. In this article, let's look at two scenarios to learn about the role time plays when it comes to compounding.
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.
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.
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.
Top 5 flexi SIP mutual funds in 3 years: The flexi cap mutual fund category has grown by 38.80 per cent in 1 year, 19.38 per cent in 3 years, 20.62 per cent in 5 years, and 15.17 per cent in 10 years, as per Value Research data.
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-Performing SBI SIP Mutual Funds in 3 Years: With BSE Sensex and Nifty 50 rising higher and creating new records, a lot of PSU and infrastructure stocks have been performing extraordinarily for the last more than two years.
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.
Thu, Jul 25, 2024
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.
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.
Wed, Jul 17, 2024
Top Contra SIP Mutual Funds in 5 Years: Contra mutual funds follow a strategy where fund managers invest against market trends. They invest in stocks which are undervalued and are likely to realise their potential in the future.
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.
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.
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.
Tue, Aug 22, 2017
Investing in Systematic Investment Plans (SIPs) can help you in giving high returns with marginally increase in investment amount every year.
Sun, Aug 20, 2017
In a SIP, an investor has to set aside small amounts of money either monthly or quarterly and the amount of investment can be as low as Rs 500.
Sat, Aug 05, 2017
The best way to save regularly and at the same time maintaining discipline while saving is starting Systematic Investment Plan (SIP).
Wed, May 10, 2017
Are you fresh out of college with a job in hand and dreams of going on those foreign vacations and driving your dream car? Naturally, your first hard-earned first salary is splurged on parties and buying gadgets that you may want but not need.
Fri, Apr 07, 2017
In terms of liquidity, a SIP is better when compared to Recurring Deposit (RD). SIP can be closed and the money can be withdrawn without any penal charges.
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