Mutual Funds

Last updated : 27th January, 2018In 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 – 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 exist in ... Read More »

Last updated : 27th January, 2018 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 follows for investment in 2018     Annualised ... Read More »

Last updated : 27th January, 2018 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 »

Last updated : 26th January, 2018 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 »

Last updated : 27th January, 2018 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 »

Last updated : 26th April, 2017SEBI has issued guidelines for using e-wallets in Mutual funds investment. After demonetisation many people are using e-wallets and it will make it easier for them if mutual funds investment is allowed via e-wallet.  Following are the guidelines: Investment upto Rs 50000 per mutual fund per financial year can be made using e-wallet. Further, this limit of Rs 50,000 would be an umbrella limit for investment by an investor through e-wallet and/or cash, per mutual fund per financial year. E-wallet’s balance loaded through cash or debit card or net banking, can only be used for ... Read More »

Last updated : 15th March, 2017 Mutual funds are one of the best options for Retail investors to invest their money in different asset classes. It gives benefit of professional management of your money, offers liquidity, allow diversification and tax benefits. A.   Quick overview of process to Invest in Mutual funds 1) Submit KYC Form – KYC is must for the first time investors and need to be done ONLY ONCE and valid for all Mutual fund houses. You need to submit KYC form along with the Proof of ID & Address. You can submit it to your nearest ... Read More »

Last updated : 11th February, 2017 From Feb 1, 2017, new investors in mutual funds will have to do CYKC (Central Know Your Customer) before investing. The CKYC will replace the existing KYC.   What is CKYC? Central KYC Registry, or CKYCR, is the new central KYC process that will replace the multiple KYC process exists for various financial transactions, such as opening bank accounts, buying life insurance, and investing in mutual funds. The government has authorised the Central Registry of Securitisation and Asset Reconstruction and Security Interest of India (CERSAI) to manage the CKYC Registry process. What is the ... Read More »

Last updated : 13th September, 2017 You may have been excited to invest by looking at Reliance Mutual Fund’s new ad – Invest in 10 Maharatnas & Navratnas at 5 % discount! This advertisement is for further fund offer (FFO) of CPSE (Central Public Sector Enterprises) ETF (exchange traded fund). Issue Open : Jan 18 23017 Issue closes: Jan 20 2017 Discount: As part of the FFO, an upfront discount of 5% is being offered to all category of investors. What is CPSE ETF? CPSE ETF is an exchange traded fund based on central public sector enterprises (CPSE) index. It ... Read More »

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 »