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Best ELSS Tax Saving Mutual funds to invest in 2017 – Top Performing

elss-funds

Last updated : 8th January, 2017 Equity Linked Savings Scheme (ELSS) Mutual Funds are one of the popular 80C tax saving options for savvy investors. Quick Overview of ELSS Funds ELSS is a diversified equity mutual fund which has a majority of the corpus invested in equities. There is a lock in period of 3 years from the date of investment. You can remain invested even after 3 years and can withdraw anytime after that lockin. Returns are based on returns from Equity Markets.  Returns from ELSS Schemes are tax free. Based on previous returns, some of the funds has ... Read More »

Best ELSS Tax Saving Mutual funds for Investment in 2017

ELSS-funds

Last updated : 1st January, 2017 Equity Linked Savings Scheme (ELSS) Mutual Funds are one of the popular 80C tax saving options for savvy investors.  Read – Other Tax Saving Options u/s 80C Quick Overview of ELSS Funds ELSS is a diversified equity mutual fund which has a majority of the corpus invested in equities. There is a lock in period of 3 years from the date of investment. You can remain invested even after 3 years and can withdraw anytime after that lockin. Returns are based on returns from Equity Markets.  Returns from ELSS Schemes are tax free. Based ... Read More »

Best Equity Mutual Funds to Invest in 2017 – Top Performing Mutual Funds

best-equity-funds

Last updated : 1st January, 2017 If you are looking at this post, then you must be interested in knowing more about best performing Equity mutual funds. Based on your risk profile, you should allocate a portion of your investment amount into Equities. Mutual funds is the best route for retail investors to invest in Equities.  For accumulating sizable corpus in the long run, you should invest in GROWTH option of the mutual funds. It is also better to invest via SIP option (systematic investment plan i.e. periodic investment). Based on the historic performance, please see below the list of ... Read More »

Best Mutual Funds to invest in 2016 – Top performing Mutual Funds in India

Top-Mutual-Funds-in-India

Last updated : 19th September, 2016 Top performing / Best Mutual funds to invest in 2016  – See the post below http://wealth18.com/best-top-performing-equity-mutual-funds-to-invest/   In this post, I have tried to list some of the best performing & top rated mutual funds in India which you can consider to invest in 2014. While selecting the mutual funds I have taken into consideration certain aspects like Reputation of Fund House, whether well -known Asset under management in that scheme to get benefit of efficiency Scheme existence period to check the past performance Based on your risk profile, goals & horizon, you should ... Read More »

Best Performing Sector Funds, International Funds & Arbitrage Funds

Last updated : 15th September, 2016In my previous post, I have listed the best Performing Equity Funds ( Large Cap , Midcap/ Small Cap, Diversified Funds), balanced Funds, Debt Funds & Gold Funds. Now ion this post, we are mainly looking for best performing Equity Sector Funds, International Funds as well as Arbitrage funds. Read my post – Best Mutual Funds to invest in 2014 – Top performing Mutual Funds in India Equity Mutual Funds – Sector / Thematic Please note that Sector Funds invest in particular sector and involves higher risk as compared to Diversified funds. Sector specific risks ... Read More »

Best Top Performing Sector or Thematic Equity funds

sector-funds

Last updated : 15th September, 2016 When you have invested in other Equity funds, like Large, Midcap, Diversified Equity funds etc, you can consider allocating some funds to any sector specific or Thematic funds. As the name suggests, these funds invests in share of specific industry (e.g. pharma) or specific theme (i.e. infrastructure) etc. These funds have higher risk as compared to diversified Equity funds, so you should allocate 10-15% of your Equity portfolio to such funds (depending on your risk profile) Some of the best performing Sector / Thematic Funds are as follow s( as on 13-May-2016)       ... Read More »

Best & Top Performing International Funds

Global Business

Last updated : 15th September, 2016International Funds are funds that invest in International markets. They either invest direct in Equities in International market or invest in their overseas funds that invest in International markets. The investment in such funds involves higher risk as compared to domestic Equity funds. Such funds carries Exchange Risk.   For my personal investment, I avoid investing in International Funds as the returns are not that great and the risk is much higher. International Funds AUM  1 year 2 Year 3 Year 5 Year      (Rs Crores)             Motilal MOSt Shares NASDAQ ... Read More »

Arbitrage Funds – Should you invest in it ? – Details & Review

arbitrage

Last updated : 15th September, 2016 Arbitrage Funds, as the name suggests, funds which make money from Arbitrage opportunities. Many investors are not familiar with this type of Mutual Funds. They normally know Equity Funds, Debt Funds etc and think Arbitrage Funds are just other fancy schemes under Equity Funds. However this is not the case. Arbitrage Funds Definition / Meaning “Arbitrage” means – The simultaneous buying and selling of securities, currency, or commodities in different markets or in derivative forms in order to take advantage of differing prices for the same asset. Actually Arbitrage Funds are niche category of ... Read More »

[How to] get Consolidated Account Statement for all Mutual Funds from KARVY + CAMS + FTAMIL + SBFS

consolidated-account-statement-mutual-fund

Last updated : 30th July, 2015 A.  Mail Back service / On Demand Consolidated statement Investors can now request for a single Consolidated Account Statement across their entire holdings in CAMS, Karvy , FTAMIL & SBFS If you have registered an email address in your folios across Funds serviced by CAMS Karvy Franklin Templeton Asset Management (I) limited (FTAMIL)  Sundaram BNP Paribas Fund Services (SBFS) you can use this link below to obtain a consolidated PDF Account Statement at your registered email address. https://www.camsonline.com/InvestorServices/COL_ISAccountStatementCKF.aspx http://www.karvymfs.com/platformservice/ Once you enter the details, the statement will be sent to your email ID within ... Read More »

Fixed Maturity Plans (FMP) – Good Tax efficient option for Investors

fmp-fixed_maturity_plans

Last updated : 6th August, 2014 What is FMP (Fixed Maturity Plan) An FMP is a closed-end mutual scheme that has a fixed tenure and invests in fixed-income securities. It invests in debt securities in such a way that they mature a day or two or few days before the FMP itself matures. Investments:  FMPs invest in fixed income instruments like CDs, CPs, money market instruments, corporate bonds; debentures of reputed companies or in securities issued by Government of India and fixed deposits.  Effective August 2011, an FMP needs to give an indication of how its portfolio would look like. ... Read More »

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