Mutual Fund Queries

Let me know the annual growth of different funds

Let me know the annual growth of different funds?

Aug 8, 2016 by Syeda Fahmida Ahmed, | Mutual Fund

Please check the following links to know the annual growth of different fund categories... Read More

Can an investor have separate folio numbers with the same AMC in different schemes

Can an investor (PAN No) have separate folio nos with a same AMC in different schemes?

Aug 8, 2016 by Deepak, Mumbai | Mutual Fund

Yes, an investor can have multiple folios in the same AMC with or without different schemes. For example... Read More

As the markets are up in which fund should I invest 300000 of my bank FD maturity

Presently I am invested in Mirae Asset Emerging Bluechip Fund - 10000, Franklin India Prima Plus Fund - 4000, UTI Equity Fund - 2000, Axis Long Term Equity - 2000, through monthly SIP route. In August 2016 I am getting 300000 as FD maturity sum. I like to invest entire amount in mutual funds. As market looks on higher side now, please suggest me a few funds in which I may invest the amount wisely?

Aug 8, 2016 by Bapi Roy, Kolkata | Mutual Fund

You have selected good funds for your SIPs and you should continue with the same for the long term for your wealth creation needs. With regards to investment of your FD maturity amount which you are... Read More

Should I invest in arbitrage funds and ICICI Prudential balanced advantage fund for short term

I have SIPs in ICICI Value Discovery, ICICI Balanced, SBI Bluechip, SBI Pharma. I want to invest lumpsum of 5lakh+ and thinking of investing in Arbitrage Funds for short term and in ICICI Balanced Advantage Fund. Please give your opinion and suggest any other alternative for lumpsump investment?

Aug 8, 2016 by Mukund, Pune | Mutual Fund

Your fund selection for SIPs is good. For your short term lumpsum investment of Rs. 5.00 Lakhs, your choice of arbitrage fund is also good. Please check the Top performing Arbitrage funds from here... Read More

Can you please suggest risk free debt mutual funds to invest for child education

I want to invest in risk free debt mutual funds for child education. For which, I want to allocate Rs. 5 lakhs each for 2,3&5 year terms. Please suggest how to go about it & which funds would be better in terms of safety and steady return?

Aug 8, 2016 by Basudev, Barbil | Mutual Fund

You can invest in income funds for the purpose of your child’s education. Please select an income fund form the Top Performing Income Funds here. Since you have mentioned investing in debt funds, we have... Read More

In this higher market which investment pattern is better for one time investment lumpsum STP or SWP

In this higher market which investment pattern is better for one time investment lumpsum STP or SWP and also suggest me better STP fund for 5 year tenure?

Aug 8, 2016 by Paresh Navik, Navsari | Mutual Fund

First let us answer your concern about the markets – We at Advisorkhoj, do not think it is at a very high level for the markets. In fact, it is around 10% lesser than that of the previous market high in early 2015... Read More

Can you please let me know the best top 10 dividend paying mutual funds

My name is S.Muralidharan. Age 56. Retaitered. 31.5.2020. Best top 10, Dividend payout funds, All categories. Yearly dividend and please your suggestions. Monthly Rs. 92000 My salary. After retirement Monthly Rs. 100000 2014 to 2022. My SIPs Monthly Rs.70000 and already lumpsum investment Rs. 2000000, please reply?

Aug 8, 2016 by Muralidharan S, | Mutual Fund

From your query we could not understand your full requirement and part of it, we could guess only. Had you written in details we would have been in a better position to reply. Anyways, we are replying to whatever... Read More

Can you please let me know measurements criteria & parameters applied while calculating MF returns

Shall appreciate understanding your measurements criteria & parameters applied while calculating scheme performance against benchmark?

Aug 8, 2016 by Dipak Doshi, | Mutual Fund

Thanks for writing to us. In the link referenced in your message, the mutual fund schemes are sorted in descending order of trailing returns of the schemes for the period selected by the user. Trailing... Read More

Can some body tell me good funds for parking contingency funds & also funds for short time investment

Can some body tell me good funds for parking contingency or emergency fund preferably liquid or liquid plus and also fund for short time investment of 1 to 2 year. Preferably ultra short or short fund?

Aug 8, 2016 by Pravin Chandwadkar, Korba | Mutual Fund

For building an emergency corpus or contingency funds or even parking your investible surplus (which otherwise is lying in savings bank account), liquid and liquid plus funds are best. Please check these fund... Read More

Will you explain taxation aspect if I do STP from liquid or debt to equity funds

I want to put some fund in a liquid/debt fund and STP from this fund to a equity mutual fund. I want to know taxation aspect of this transaction?

Aug 8, 2016 by Pranav, Patna | Mutual Fund

It is very good idea indeed to opt for STP by investing in a liquid fund and transfer periodically to an equity fund of the same AMC. Any capital gain arising from the above within and upto 3 years will be treated... Read More