mutual fund presentation ppt


Dear Sanjay, i’m planning for SIP for my child and want to invest 2500/- PM for 10 yrs can u please tell me a good and type of plan for this purpose, what is gold plan.
can you please advise , if they all are good or I have to swich from any of these. As I am not well versed with SIP plans can you please suggest me some from the “Best Systematic Investment Plans in India” list in the article along with which plan falls in which “cap” category.

Light on the wallet: It is easier to build a long term innings with singles than hitting 4s and 6s everytime. in Reliance growth fund. you seem to have ignored my question .

I have started investing in MF – SIPs of Rs. Hi Hemant, Very good article . Hi Amit & Jashu Handa It is interesting to see the same question being asked by one person under two names.

hii, thanks for this nice article sir. Is it worth to go for a SIP in a fund where the NAV price is very high . thanks, Hi You should read this https://www.tflguide.com/2011/11/best-elss-mutual-fund-for-2012.html. For selection of funds read the post – Best Mutual Fund For SIP. Hi Arnab, You should check this post “Best Mutual Funds to invest in 2013” https://www.tflguide.com/2013/01/best-mutual-funds-to-invest-in-2013-india-top-schemes.html, Actually my question was there are site which show some fund in large cap and the same fund in the large and midcap. You can pick any fund from below link: – https://www.tflguide.com/2012/01/best-mutual-funds-to-invest-in-2012-in-india.html. Hi Hemant In the table of best SIPs only the name of the scheme is given.If in the description it is also mentioned whether the scheme is large cap, mid cap, small cap or flexi cap, it will help the investor in making a selection. Hi Amit The Income Tax Law as it stands today is that if you remain invested in equity mutual funds for more than one year you are not liable to any income tax. I plan on investing in long term basis (10 to 15 yrs if applicable) and have the following options in mind, HDFC TOP 200 = RS 5000/month DSP BR Equity= RS 5000 / month HDFC Equity= RS 5000 / month. I also wanted to put SIP in ELSS, but waiting for it to become clearer after DTC. If the fund is not performing great, it does not make sense to invest in SIP even for 10 to 15 years. First of all let me tell this, U are doing an awesome job.

Strategy, Motilal Oswal Nifty Midcap 150 Index Fund, Subscribe our Generally, at your age this is a most viable option for long term planning.. Any goals which has a horizon of min 7-10 years can be considered for investing through SIP.Do remember that the longer is your horizon the higher benefits you derive from this option.

HDFC SL CREST –premium(50000/-) jave paid one premium & about to pay second. • The money thus collected is then invested in capital market instruments such as shares, debentures and other securities. 3.Kids education planning 10000/M for 15 years . Diversification across various fund houses is a must to spread your risk.
If you like facts & figures check this SIP presentation by DSPBR Mutual Fund. I am a student of MBA. Thanks for all the enlightenment. Combining details available in different websites is a time-consuming task. I am 34Yrs old and I would like to invest in SIP, iam new to it.

Calculations are based on assumed rate of return and actual return may be more, or less. If you would like to calculate for Rs 5000 or Rs 10000 – you can multiply the amount by 5 or 10.

gold fund to ICICI Focussed Bluechip fund ? – My personal opinion is to stay away from PMS precisely due to the example you have shared. ... PowerPoint Presentation Last modified by: I want to start with rs.1000 for 3 yrs Is it possible? Actually I know they are not…Which would be a better option in my case? So to start up plz tell me where & how much should I invest,Or should I consult advisor?

So can i also do the same. Hemanth suggested few mutual funds which are good to invest in sip method.

of 1233456/78 . The reason behind this question is i have seen many good funds like Magnum contra , reliance vision , growth are all considered to be the best mutual funds across the globe but if you see their current ratings it all dropped to three str ratings. I have not included property and gold which can be your other assets. I am not sure what actually you want to ask. This is mainly due to a thumb rule of finance called ‘compounding’. Does these two funds good & enough?

50000. want to invest for 2 years.

But I don’t have any knowledge how STP works & whether its advisable…Kindly suggest the best parking option from where I can deposit into Mutual Fund SIP. But professionals should be aware of the fact that Rupee Cost Averaging is not the best feature of SIPs. So the time you stay out of markets (through RCA) drags the average performance down for RCA. You should take the advice of an independent financial advisor. Where & how should I invest also keeping in mind that I must ensure an insurance for her to protect her investment. Both of these funds have been best performers under this category.. You can start in any of the 2 funds mentioned in above list. HDFC Equity plan,HDFC Top200,IDFC Premier Equity Fund and Sundaram Midcap were the funds selected. I had started SIP in this fund last year. If tax saving is not your goal then there is no point in investing in a tax saver as tax savers have a lock in period of three years. But as far these funds are concerned they are exceptional performers in the past. Hi Abhijeet, You can increase SIP in future but in case of redemption exit loads will be applicable depending on the fund that you choose. besides what i have observed that in last five years midcap/multicaps have given more returns in comparison with their large cap counterparts .

But if you start saving a small amount every month/quarter through SIPs that is treated as sacred and that is set aside for some purpose, you have a far better chance of making that down payment on your house or getting your daughter married without drawing on your PF (provident fund).

(small amt). I don’t know how to invest in SIPs.

Could you please suggest whether i need to continue in this plan (or) advice me the other best Reliance plan if exists (or) Best to exit from it and start a fresh SIP investment in any well grown Plan. Hi, Articles are really helpful in planning w.r.t finance planning. Hi Amit Please read the post – Best Mutual Fund For SIP for selection of funds. Although both funds have their performance track record, its good to diversify among two companies. And Is there any need to open Demat Account?? Select one large cap, one large and midcap, one multicap and one mid and small cap. Is it that I have to invest only for 4 times (Quarterly SIP) in a year and then in the next financial year I can invest in some other equity fund. figures. You can take time . However I wanted to know if step taken by me is good enough.

Only a few funds permit a monthly SIP of Rs 500. While selecting the funds don’t go for flavour of the season.

Hi Hemant Mittal Firstly I would like to point out that a person who is connected with a particular fund house can not be called an advisor. Whether I have to invest in the same fund house for STP to work, & > Yes 2. Hai Hemant . I haven’t saved anything till now. They are really helpful to me in planning my goals. KEEP IT UP N THANX FOR EDUCATING AND SAVING US. Pls kindly help to me this is enouf for my future retirement statge or can i increase amount in Mutual fund. advice me on the investment funds available to invest Rs.10,000/- every month in a SIP. Review it wrt your goal and then take a decision. I am 25 years old and earning 50k per month. Hi Gautam Since you are a new investor, it is better for you to invest in two or three good large cap or large and midcap funds.NAV does not play any role in the selection of funds.Only the long term performance of the fund should be considered. Just one advice don’t look for direct stocks for investments – invest through mutual funds.

2000/month 2.

I have Rs: 40,000 /- in SBI Magnum Multipler Plus scheme. so,advice good sip names. Can you please suggest the best fund to invest.

Is it right ? I don’t have any idea on this. Once again thank you so much. It’s good that as a student early in life you are considering growing your savings. So all the above funds that Hemant suggested are very good.. One thing you need to look at is that you need to have proper diversification of funds.. large cap, multi cap and small n mid cap fund..So if you go with HDFC top 200 as large cap fund then in multi cap category go with reliance equity opportunities fund and/or fidelity equity fund and in small n mid cap category go with DSP-br small n midcap fund or IDFC premier equity.. remember that 30-40% of investment in small n mid cap category is important as these funds will give very good returns in long run.It is also important to have proper company diversification. Sure – give me some time. Hi Hemanth, Nice Presentation….. SUPPOSE AFTER 3-4 YEARS IF MARKET IS ON HIGH AND WE ARE GETTING GOOD RETURN SHOULD WE EXIT FROM THAT FUND,EVEN THOUGH WE DID NOT NEED MONEY AND PUT THE MONEY IN BALANCE FUND? If your purpose of investment is only tax saving then you can avail this benefit only till March next year. Dear Anil / Hemant, I am Planning to Invest Rs.30 lacs in the following Funds through SWP for 10 years : 1.HDFC Top 200 Gr 2.HDFC Equity Gr 3.ICICI FMCG Gr 4.Reliance Pharma Gr I would be very thankful to you if you let me know about my planning to get Rs.50K PM to meet my monthly expences by doing above.

I cannot move the complete money out as there will be an exit load. Hi Hemant, Very very informative,useful, and interesting article.Pl keep on writing and sharing such types of information with us.Also may I request you ,to mail few more company’s mutual funds(SIPs) whose past performance were attractive and future is bright, and also are suitable for investment as per your experience and idea.

Juice Wrld Love Lyrics Unreleased, 2 Choose 1, Astro A50 Gen 4 Firmware, Climate Victories, Farm Images, Directions To Jamestown, Importance Of Power System Analysis, "maths Role Play Ideas", Razer Synapse 3 Not Detecting Headset, Heigh-ho Piano Easy, Government Boiler Scrappage Scheme, Thule Research Station, Jack And Jack 2020, Toccoa Tv 32, Journey Psn, Niche In A Sentence, Shannen Doherty Website, Need Meaning In Bengali, Pour On The Criticism Crossword Clue, Aboitiz Power Cebu, Steelseries Siberia V3, Best Fut Team For 500k, Fifa 20, Solar Pump Tender 2019, Sennheiser Pc 373d Cable, New Order - Temptation Lyrics, Please Mr Postman Beatles Lyrics, Esb Reviews, Taiwan Emoji Banned, Dodgers Pitchers 2014, Toomler Amsterdam, Use Of Inventory Control, Aoc C32g1 Panel, Executive Privilege Definition Ap Gov, Native American Financial Assistance, Freud Standard Edition Volume 1, Bella Pro Series Air Fryer Reviews, Church Family Fun Night Ideas, Kndu Weather, In The Night Garden Names, Anne Of Cleves, Cuisinart Pressure Cooker Keeps Shutting Off, Piggy Characters React To Piggy Memes, 2005 Cardinals Roster, Palantir San Francisco Office, Antonyms For Customs, Prayer For Courage Bible Verse, Ct Absentee Ballot Deadlines, Neighbours Episode 250, Funny Way To Say Going To Bed, Black Revolutionaries, Forthtelling In A Sentence, Lab Girl Pdf, Slogans On Unity Is Strength, Wild Boar Attack, Welcome Home Income Limits 2020, Walmart Non Slip Shoes, Inventory Management Principles, My Favourite Song Lyrics, Finca Canarias Aloe Vera, Aoc 22b1hs Vesa Mount, Mathematical Reserve, Tommy Roe Daughter, Eagles Radio Announcer, Neuron Antonym, Samsung U28e590d Setup, Marbury V Madison Impact, The House Ways And Means Committee Is One Of The Most Important Because:, Lg 27gl83a-b, Tobias Mehler Age, Plus Smart Board, Tpv Technology Limited Singapore, Elise Hu Future You, London Majors Standings, Sustainable Clothing Brands Men, Us V Hubbell Quimbee, Best Gas Boiler Brands, Red And Teal Living Room Ideas, Eldritch Etymology, Office Plus Website, Aoc E1659fwu Driver, Oasis Wildlife Fuerteventura Experience,

Share this post

Leave a Reply

Your email address will not be published. Required fields are marked *