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Friday, January 25, 2013

Mutual Fund - Let us Learn from the history

Find the detail of sip of Rs 10,000 per month.


SIP Returns of 4year from 1998-2002 was just 2.26% but as by having patience for long term it always pay.
The same sip continues for 8 year, 10 year, 13 year is 47%, 50% and 34%per annum tax free.


And continue the SIP till you do not required for any financial goal.


Returns of these SIP is 27% p.a with wealth of 1cr 60 lac.


NO other asset class has given such returns tax free and with zero maintainence

MONTH

48

96

120

156

174

AMOUNT INVESTED

480000

960000

1200000

1560000

1740000

VALUE

502343

6699691

17147561

18743729

15967448

RETURNS IN %

2.26%

47.68%

50.28%

34.46%

27.25%



So do not worry about your sip returns of last 4-5 years. Be patience.
 
 

Happy Investing!!

We can help. Call 0 94 8300 8300 (India)

Leave your comment with mail ID and we will answer them

OR

You can write back to us at PrajnaCapital [at] Gmail [dot] Com

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Invest in Tax Saving Mutual Funds ( ELSS Mutual Funds ) to upto Rs 1 lakh and Save tax under Section 80C.

Invest Tax Saving Mutual Funds Online

Tax Saving Mutual Funds Online

These links can be used to Purchase Mutual Funds Online that are regular also (Investment, non-tax saving)

Download Tax Saving Mutual Fund Application Forms from all AMCs

Download Tax Saving Mutual Fund Applications

These Application Forms can be used for buying regular mutual funds also

Some of the best Tax Saving Mutual Funds available ( ELSS Mutual Funds )

1. ICICI Prudential Tax Plan Invest Online

2. HDFC TaxSaver Invest Online

3. DSP BlackRock Tax Saver Fund Invest Online

4. Birla Sun Life Tax Relief '96 Invest Online

5. Reliance Tax Saver (ELSS) Fund Invest Online

6. IDFC Tax Advantage (ELSS) Fund Invest Online

7. SBI Magnum Tax Gain Scheme 1993 Invest Online

8. Sundaram Tax Saver Invest Online

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Best Performing Mutual Funds

    1. Largecap Funds Invest Online
      1. DSP BlackRock Top 100 Fund
      2. ICICI Prudential Focused Blue Chip Fund
      3. Birla Sun Life Front Line Equity Fund
    2. Large and Midcap Funds Invest Online
      1. ICICI Prudential Dynamic Plan
      2. HDFC Top 200 Fund
      3. UTI Dividend Yield Fund
    1. Mid and SmallCap Funds Invest Online
      1. Reliance Equity Opportunities Fund
      2. DSP BlackRock Small & Midcap Fund
      3. Sundaram Select Midcap
      4. IDFC Premier Equity Fund
    1. Small and MicroCap Funds Invest Online
      1. DSP BlackRock MicroCap Fund
    1. Sector Funds Invest Online
      1. Reliance Banking Fund
      2. Reliance Banking Fund
    1. Tax Saver Mutual Funds Invest Online
      1. ICICI Prudential Tax Plan
      2. HDFC Taxsaver
      3. DSP BlackRock Tax Saver Fund
      4. Reliance Tax Saver (ELSS) Fund
    2. Gold Mutual Funds Invest Online
      1. Relaince Gold Savings Fund
      2. ICICI Prudential Regular Gold Savings Fund
      3. HDFC Gold Fund

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