Browsing: Sip

[ad_1] Best-performing Flexi Cap Mutual Funds in 3 years (till July 21, 2023): There is a wide variance between the top and low-performing flexi cap mutual fund schemes in three years. There is a gap of around 25% in the returns of the lowest and top-performing flexi cap fund in 3 years. Data on the website of the Association of Mutual Funds in India (AMFI) at the time of writing on July 23 shows that the top-performing Flexi Cap Fund in three years has given an annualised return of 39% under the direct plan while the lowest-performing scheme has given…

[ad_1] Top-performing Tax Saving Mutual Funds in 3 years (till July 20, 2023): Investments up to Rs 1.5 lakh per year in an Equity-Linked Savings Scheme (ELSS) qualify for deduction under Section 80C of the Income Tax Act. These schemes are also known as tax-saving mutual funds. Data on the website of the Association of Mutual Funds in India (AMFI) at the time of writing shows that direct plans of as many as 13 tax-saving funds have given over 27% annualised returns in 3 years. These schemes have also beaten their respective benchmark indices in three years. Of these, 10…

[ad_1] Best-performing Small Cap Mutual Funds in 3 years (till July 19 2023): Most of the small-cap funds have given high returns to investors in three years. While the direct plan of the top-performing Small Cap scheme has given over 58% annualised returns in this duration, some low-performing small cap funds have also given over 34% annualised returns in 3 years. Data on the website of the Association of Mutual Funds in India (AMFI) at the time of writing on July 20 shows that as many as 11 Small Cap funds have given over 43% annualised returns in three years…

[ad_1] Best-performing Tax-Saving (ELSS) Mutual Funds in 3 years (till July 14 2023): There is a wide variance in returns of tax-saving ELSS mutual fund schemes in three years. While the direct plan of the top-performing scheme has given over 40% annualised returns in this duration, some low-performing tax-saving schemes have given less than 20% annualised returns in 3 years. Data on the website of the Association of Mutual Funds in India (AMFI) at the time of writing shows that as many as 11 tax-saving funds have given over 28% annualised returns in three years under their direct plans. The…

[ad_1] Best-performing Mid Cap Mutual Funds in 3 years ( till July 14, 2023): A majority of Mid Cap Mutual Fund schemes have performed well in three years. As per data on the website of Association of Mutual Funds in India (AMFI) at the time of writing, as many as 10 mid-cap funds have given over 34% returns under their direct plans. The regular plans of these schemes have also given over 32% returns. Data shows that direct plans of as many as 9 Mid Cap Funds have also beaten the performance of their respective benchmark indices in three years.…

[ad_1] Best-performing Large & Mid Cap Mutual Fund Schemes in 1 year (till July 13, 2023): Most of the Large & Mid Cap Fund schemes had a good run in one year, giving over 20% annualised returns under their direct plans till July 13, as per data on the website of Association of Mutual Funds in India (AMFI) at the time of writing. Data shows that direct plans of as many as 11 Large & Mid Cap Funds have also beaten the performance of their respective benchmark indices in one year. Regular plans of most of these 11 schemes have…

[ad_1] Mutual Fund (MF) SIP calculation: Multi Cap funds seem to be back in trend with at least two large mutual fund houses planning to launch new multi-cap funds this month. Data on AMFI’s website at the time of writing (July 13) shows that long-run multip cap funds have given over 15% annualised returns in 10 years under both direct and regular plans. The five top-performing multi-cap funds have given over 17% returns under their direct plans. SIP calculation shows that a monthly investment of Rs 25,000 in any of these 5 top-performing multi-cap funds in 10 years would have…

[ad_1] Like cricket, the mutual fund market is also a great leveller. While in cricket, a top player or a team doesn’t always remain on top of his game, and on many occasions fails, in mutual funds also, top-performing schemes do not always remain the top-performer. The probability of maintaining the top position by a scheme over the long term is less, data shows. No matter how good it feels to read about top-performing mutual fund schemes, starting a SIP in them on the basis of past performance alone is not always beneficial. You may end up inviting losses when…

[ad_1] Best-performing Flexi Cap Mutual Funds in 1 year (till July 11, 2023): Most of the Flexi-cap mutual funds schemes had a good run in one year. While a majority of these funds have given over 18% annualised returns under the direct plan in one year, the low-performing schemes have given 13% to 15% returns in 1 year. However, as many as 16 flexi cap schemes have been able to beat their respective benchmark indices in this duration, according to data on AMFI’s website at the time of writing. Following is the list of the 10 top-performing Flexi Cap Funds…

[ad_1] Best-Performing Small Cap Mutual Fund Schemes in 1 year (till July 6, 2023): Direct plans of most of the small-cap mutual fund schemes have given over 25% annualised returns in one year. Data on AMFI’s website at the time of writing shows that direct plans of as many as four small-cap funds have given 40% or more returns in one year. The top-performing scheme has given 45% returns. The following is the list of 10 such top-performing small-cap funds that have given more than 33% returns in one year under their respective direct plans. The regular plans of these…