Table of Contents
- 1 Which SIP is best for 5 years in India?
- 2 Which is best performing mutual fund in India?
- 3 Which is the best mutual fund to invest in India?
- 4 What is the current trend in mutual fund investments in India?
- 5 When do Indian households prefer to invest in financial assets?
- 6 What is the current state of mutual fund AUM in India?
Which SIP is best for 5 years in India?
Multi-Cap Schemes
| Scheme Name | 5-Year Monthly SIP | 10-Year Monthly SIP |
|---|---|---|
| Franklin India High Growth Cos Fund (G) | Rs.10,62,666 | 20.56\% |
| HDFC Capital Builder Fund (G) | Rs.10,47,417 | 19.03\% |
| IDFC Premier Equity Fund – Reg (G) | Rs.10,04,444 | 20.32\% |
| Kotak Opportunities Fund (G) | Rs.10,01,061 | 16.93\% |
Which is best performing mutual fund in India?
Fund House Fund Category Fund Rank and Ratios Fund Parameters Investment Parameters Filter
| Scheme Name | Plan | 2Y |
|---|---|---|
| Union Long Term Equity Fund – Direct Plan – Growth | Direct Plan | 29.13\% |
| Canara Robeco Flexi Cap Fund – Direct Plan – Growth | Direct Plan | 28.74\% |
| DSP Flexi Cap Fund – Direct Plan – Growth | Direct Plan | 27.07\% |
Does NAV matter in mutual funds?
Comparing NAV is not the best parameter because it doesn’t guarantee the future prospect of any mutual fund scheme. If two funds have the same portfolio, they will deliver the same returns, no matter what their NAVs may be.
Which is the best mutual fund to invest in India?
EQUITY HYBRID DEBT OTHERS Filter
| Scheme Name | Plan | Crisil Rank |
|---|---|---|
| PGIM India Flexi Cap Fund – GrowthFlexi Cap Fund | Regular | 5 |
| Union Long Term Equity Fund – GrowthELSS | Regular | 5 |
| Mirae Asset Emerging Bluechip Fund – Direct Plan – GrowthLarge & Mid Cap Fund | Direct Plan | 5 |
What is the current trend in mutual fund investments in India?
During 2012-16 there has been a decline in investments in NSCs, KVP certificates and other popular schemes like Senior Citizen Savings Schemes or Monthly Income Scheme (MIS), however this trend has been reversed during 2016-18. There has been around 7\% decline in AUM of Mutual Funds in India during 2019-20.
Are tax saving mutual funds a good option for tax planning?
Eleventh-hour tax planners must be now looking for tax saving instruments to park their funds to claim income tax deductions. The tax saving mutual fund is one such instrument. Tax Saving Mutual Funds are popularly known as Equity Linked Saving Schemes (ELSS). They serve the purpose of combining tax benefits with wealth creation using equities.
When do Indian households prefer to invest in financial assets?
From 1990 to 2000, Indian households preferred to invest in Financial assets to Physical assets. From 2000 to 2007, more savings were routed to Physical assets. Interestingly in 2007/08, more investments were made in Financial assets. This shows that retails/small investors participated in stock markets when their valuations were at peak.
What is the current state of mutual fund AUM in India?
There has been around 7\% decline in AUM of Mutual Funds in India during 2019-20. Inflation : The CPI (consumer Price Index), which is popularly known as INFLATION has gradually decreased from 10\% in 2012-13 to 4.8 in 2019-20.