Indian Mutual Funds
Equity Mutual Funds
| Top 5 Equity Mutual Funds | 5Y Returns (Annualized) % | ETM Rank |
|---|---|---|
| Quant Tax Plan | 20.11% p.a. | #1 in ELSS |
| Quant Active Fund | 19.85% p.a. | #1 in Multi Cap |
| Canara Robeco Small Cap Fund | 17.82% p.a. | #1 in Small Cap |
| PGIM India Midcap Opportunities Fund | 16.45% p.a. | #1 in Mid Cap |
Which is the best mutual fund in India?
Here’s the list of the five best mutual funds for SIP:
| Fund Name | 3-year Return (%)* | 5-year Return (%)* |
|---|---|---|
| PGIM India Flexi Cap Fund Direct-Growth | 20.52% | 13.86% |
| SBI Focused Equity Fund Direct Plan-Growth | 13.81% | 13.37% |
| Canara Robeco Bluechip Equity Fund Direct-Growth | 14.58% | 12.92% |
| Quant Focused Fund Direct-Growth | 18.41% | 12.64% |
Which is the No 1 mutual fund in India?
The table below shows the best debt funds:
| Mutual fund | 5 Yr. Returns |
|---|---|
| ICICI Prudential India Opportunities Fund Direct Plan Growth | — |
| Aditya Birla Sun Life CEF – Global Agri Plan – Growth-Direct Plan | 14.09% |
| ICICI Prudential Multicap Fund – Dividend | 8.65% |
| IDFC Government Securities Fund – Constant Maturity Regular – Growth | 9.56% |
Which Indian mutual fund gives highest return?
1) Axis Bluechip Fund Direct-Growth
Axis Bluechip Fund Direct Plan-Growth is an Equity Mutual Fund Scheme launched by Axis Mutual Fund and is the Highest Return Mutual Fund in Last 5 Years.
Which SIP has highest return?
Best SIP Plans for the Year 2022
| Fund Name | Monthly Investment | 1 Year Returns |
|---|---|---|
| Axis Bluechip Fund | 5000 | 52.52% |
| Axis Focused 25 Fund | 5000 | 61.91% |
| DSP Equity Fund | 5000 | 31.90% |
| Franklin India Focused Equity Fund | 5000 | 80.39% |
Which SIP is best for 10 years?
What are the Best SIPs to Invest in for 10 Years?
- Aditya Birla Sun Life Digital India Fund. …
- Franklin India Technology Fund. …
- ICICI Prudential Technology Fund. …
- PGIM India Global Agribusiness Offshore Fund. …
- SBI Technology Opportunities Fund. …
- TATA Digital India Fund.
Which is the safest mutual fund in India?
List of Best Low Risk Mutual Funds in India Ranked by Last 5 Year Returns
- IDFC Balanced Advantage Fund. …
- L&T Balanced Advantage Fund. …
- DSP Dynamic Asset Allocation Fund. …
- Baroda BNP Paribas Conservative Hybrid Fund. …
- Franklin India Debt Hybrid Fund. …
- L&T Conservative Hybrid Fund. …
- Motilal Oswal Dynamic Fund.
Which SIP is best in India?
List of Best SIP Funds in India Ranked by Last 5 Year Returns
- Quant Active Fund. N.A. …
- Parag Parikh Flexi Cap Fund. Consistency. …
- PGIM India Flexi Cap Fund. Consistency. …
- Quant Large and Mid Cap Fund. …
- Mirae Asset Emerging Bluechip Fund. …
- Quant Focused Fund. …
- Canara Robeco Emerging Equities Fund. …
- Edelweiss Large & Mid Cap Fund.
Which bank is best for mutual fund?
2. Top Sectoral Banking Mutual Funds
| Fund | 3-Year Returns | 5-Year Returns |
|---|---|---|
| HDFC Banking & PSU Debt Fund Regular Plan Growth Option | 8.45% | 8.69% |
| Axis Banking & PSU Debt Fund Growth | 9.22% | 8.68% |
| DSP Banking & PSU Debt Fund Regular Growth | 8.73% | 8.60% |
| ICICI Prudential Banking and PSU Debt Fund Growth | 8.06% | 8.58% |
How can I make 10 lakhs in 5 years?
How to create Rs 10 lakh in five years?
- Reliance Tax Saver (ELSS) Fund: Rs 3,000 per month.
- HDFC Taxsaver Fund: Rs 3,000 per month.
- Franklin India Smaller Companies Fund- Regular (G): Rs 2,500 per month.
- HDFC Infrastructure Fund (G): Rs 2,500 per month.
What is better PPF or SIP?
PPF is less liquid. You can only withdraw the investment amount after the 7th year from the date of opening your PPF account. SIPs are prone to a higher level of risk as they are influenced by equity market performance. PPF offers guaranteed returns and is, therefore, a safer investment option.
Which SIP is best for beginners?
5 Best SIP plans to invest in 2021 for Beginners
| Fund Name | NAV | Minimum SIP |
|---|---|---|
| Mirae Asset Tax Saver Fund | Rs 29 | Rs 500 |
| PGIM India Midcap Opp | RS 37.29 | Rs 1000 |
| Mirae Asset Emerging Bluechip Fund | Rs 90 | Rs 1000 |
| Parag Parikh Flexi Cap Fund | Rs 43.13 | Rs 1000 |
Can I withdraw SIP anytime?
Yes, an investor can withdraw his/her investment in part or fully in SIP. However, before doing so an investor must take into consideration the following points: Stop your SIPs- Before you decide to withdraw, ensure that all your Systematic Investment Plans (SIPs) are shut.
Can I lose money in SIP?
SIPs have losses
But as the market keeps falling and you continue to invest your average cost fall. You will be buying more units at a lesser cost. The primary advantage of SIP is to lower the average cost of buying mutual funds. SIPs work well in a falling market condition or volatile markets.
Which bank is best for SIP?
5 Best Banking Funds SIP To Invest In India 2021
| Banking Mutual Funds | 1 Year Return | 5 Years Return |
|---|---|---|
| SBI Banking & Financial Services Fund | 83.11% | 20.01% |
| Tata Banking and Financial Services Fund | 71.13% | 19.5% |
| Invesco India Financial Services Fund | 74.97% | 18.25% |
| Sundaram Fin Services Opp Reg | 81.58% | 16.63% |
Which is better SIP or LIC?
Unit-linked insurance plans can also be considered as they provide insurance with a mutual fund like investment avenue. If, however, they want to invest in mutual funds, SIPs are the best way to go about it. They can choose affordable amounts to invest every month and steadily create good corpus.
Is SIP tax free?
SIPs can be one of the best tax-saving instruments with high returns on your investments. You can claim a deduction of up to Rs. 1.5 lakh from your taxable income for investing in ELSS through SIPs under Section 80(C) of The Income Tax Act, 1961.
Which SIP is best for 500 per month?
List of SIPs Starting Rs. 500 in India Ranked by Last 5 Year Returns
- PGIM India Flexi Cap Fund. Consistency. …
- SBI Focused Equity Fund. EQUITY Focused. …
- Sundaram Focused Fund. EQUITY Focused. …
- UTI Flexi Cap Fund. Consistency. …
- Invesco India Contra Fund. Consistency. …
- Consistency. …
- UTI Value Opportunities Fund. …
- SBI Flexicap Fund.
Which SIP is best in SBI?
SBI SIP (Systematic Investment Plan)
| Fund Name | 1 Year Return | 3 Years Returns |
|---|---|---|
| SBI Magnum Multi-cap Fund | 10.84% | 15.56% |
| SBI Magnum Tax Gain Fund | 7.46% | 9.99% |
| SBI Short Term Debt Fund | 4.17% | 7.19% |
| SBI Small and Midcap Fund | 20.93% | 21.91% |
Can I do SIP for 6 months?
If you want to save the surplus amount let’s say for six months then you can look for SIP plans in low duration funds and ultra-short duration funds. This way you can reach your short term goals like buying a gift, two-wheeler, vacations, etc.
Can I do SIP for 3 months?
For a short period of 3 to 6 months, you can either park your money in liquid mutual funds or ultra short term debt mutual fund. Liquid Mutual Funds usually invest in government securities and certificate of deposits of up to 3 months duration.
Returns for UTI Bond Fund.
| Duration | Returns |
|---|---|
| 10 Year | |
| 15 Year | |
| Since launch | 7.6% |
How can I invest my Rs 500 per month?
TABLE OF CONTENTS
- Start a Systematic Investment Plan (SIP)
- Invest in direct equity.
- Open a recurring deposit (RD) account.
- Save up for your daughter’s future with Sukanya Samriddhi Yojana.
- Invest in real estate through REITs.
- Buy a life insurance plan.
What if SIP is not paid?
While mutual fund companies don’t penalize for non-payment of a few SIP installments, your SIP will automatically be cancelled if you fail to make the payments for three consecutive months. Also, your bank will penalize you for dishonoring the auto-debit payments.
Which SIP is best for 1000 per month?
Best SIP Plans For 1,000 Per Month
| Fund Name | Fund Type | Risk Profile |
|---|---|---|
| SBI Flexicap Fund | SIP Equity Fund | Very High Risk |
| Mirae Asset Tax Saver Fund | SIP ELSS Fund | Moderately High Risk |
| Aditya Birla Sun Life Digital India Fund | SIP Equity Fund | Very High Risk |
| Kotak Opportunities Fund | SIP Equity Fund | Very High Risk |
Which mutual fund is best for SIP in 2021?
Best Mutual Funds for SIP in 2021
| Scheme Name | XIRR (%) | |
|---|---|---|
| SBI Small Cap Fund | 98.54 | 30.80 |
| Nippon India Small Cap Fund | 119.06 | 30.41 |
| Edelweiss Mid Cap Fund | 101.16 | 30.19 |
| Kotak Emerging Equity Fund | 99.78 | 30.09 |