Added: Gia Schrock - Date: 25.09.2021 10:10 - Views: 33790 - Clicks: 6670
Suitable For : Investors who are looking to invest money for at least 3 years and looking for additional benefits of income tax saving apart from higher returns expectations. At the same time, these investors should also be ready for possibility of moderate losses in their investments and 3 year lock-in period. You can not sell your investments in this fund for 3 years from the purchase date. Long term capital gain tax will be applicable when you sell your investments after 3 years.
However, you can claim a deduction on your taxable income under section 80c for your investments in this fund. Current tax deductions are capped at 1. Ratios calculated on daily returns for last 3 years Updated as on 30th September, The best way I will advise is to get View more. Posted by : jitunickname. Posted by : Ooviya.
I live in the middle east.
I would like to start a direct mutual fund. I completed my EKYC but after submission of the documents and completing my application, i got an after 3 days stating that it could not be completed. Posted by : Ritzkhan Dear sir, please contact on WhatsApp or : View more 2. Posted by : Viveksh. I want to invest in the name of minor. How should I complete digital KYC? View more 2. Posted by : msghule. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express writtern permission of moneycontrol.
As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. Lower expense ratio le to higher returns for investors. Whereas for the dividend option some amount out of Rs 20 profit may be given back Nsa long term fun investor in form of dividend and today's NAV will be lower than However you cannot sell these units for 3 years from purchase date.
You can save taxes by showing investment as deduction under 80c. Click on the category name to view all funds ». NAV is nothing but the unit price for the fund.
You will be allocated of units based on this price. NAV is declared once each day generally at the end of the day. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. Invest Now Moneycontrol only allows transaction in direct funds.
This shows how fund has historically performed compared to other funds in the category. If of stars are higher then relative performance was better. You can about ranking methodology here. Fund Size This represents how much money has been invested in these funds. This includes investment in both regular and direct plans and across all growth and dividend options. If the fund size is too small than fund may not get enough resources to put into research and management.
If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. This is the annual fees, fund charges you to manage your money. You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. Risk-O-Meter You will see 6 scale risk meter with one scale selected.
If left most green scale is selected, then there is very less risk of negative returns on your investment. However if right most red scale is selected, then there is very high risk of negative returns on your investment.Invest Rs 8100 in mutual fund sip \u0026 Get 7.43 cr mutual funds for beginners
Very High. This Scheme. Benchmark Nifty TRI. Compare with. Date : - Investment : - Value on selected date :. Investment Date. Investment Value. SIP Start Date. VIP or Value averaging investment plan works on a principal that, you should invest more when markets are going down and should invest less when markets are at the peak. VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month.
How to achieve this? This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. Returns Calculator Detailed Returns Analysis. Tax Treatment You can not sell your investments in this fund for 3 years from the purchase date. Equity No of Stocks : 61 Category Avg - How to read this table?
Once you invest in a mutual fund sthe managers of the fund invest your money in stocks and bonds. VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. Banks Telecom - services Computers - software Housing finance Software -telecom Aluminium Detailed Portfolio Analysis. Risk Ratios Ratios calculated on daily returns for last 3 years Updated as on 30th September, Standard Deviation Standard Deviation value gives an idea about how volatile fund returns has been in the past 3 years.
Lower value indicates more predictable Nsa long term fun.
So if you are comparing 2 funds lets say Fund A and Fund B in the same category. So you can say that there is a higher chance that Fund A will continue giving similar returns in future Nsa long term fun whereas Fund B returns may vary. Beta value gives idea about how volatile fund performance has been compared to similar funds in the market. Lower beta implies the fund gives more predictable performance compared to similar funds in the market. Sharpe ratio indicates how much risk was taken to generate the returns.
Higher the value means, fund has been able to give better returns for the amount of risk taken. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the standard deviation of returns. Treynor's ratio indicates how much excess return was generated for each unit of risk taken. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the beta of returns.
Alpha indicates how fund generated additional returns compared to a benchmark. Let's say if a fund A benchmarks its returns with Nifty50 returns then alpha equal to 1. Detailed Comparison. All funds. Big returns come from panic levels which are missing: S Naren. View More. Forum POST. MF Investment Help Follow. Like 0 Reply reply Cancel.
You will now receive notification when someone reply to this message. Repost this message when the lock in period ends. Repost Cancel. Repost this message Hello. Repost this message I want to invest in the name of minor.
Desktop Version ». Expense Ratio This is the annual fees, fund charges you to manage your money. Bharti Airtel Ltd. Infosys Ltd. HCL Technologies Limited. Housing Development Finance Corporation Ltd. Axis Bank Ltd. Reliance Industries Ltd. Tech Mahindra Ltd. Hindalco Industries Ltd. Quant Tax Plan - Growth. Franklin India Taxshield Fund - Growth.Nsa long term fun
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