Mutual Fund Queries

What would be the return in 15 years from the investment of Rs. 50,000 in balanced funds

I have invested Rs. 50,000 in balance fund in 3 scheme each. What will be the return I will get in 15 years?

Aug 5, 2016 by Sumeet, Mumbai | Mutual Fund

It is very difficult to answer as to what would the returns after 15 years on the balanced funds that you have invested in. This is simply because, mutual funds returns are not assured and there are many... Read More

Please suggest to invest 30 Lakhs in aggressive equity mutual funds with a proven track record

Request your advice to invest Inr 30 lakhs in agressive equity mutual funds which have a proven track record and suitable for long term investment plan as I don't need this fund for the next five six years. I am 52 years and would like to use this for my retirement needs after 6 years. I have build other savings to the tune of 1.5cr+ for my retirement needs. The above fund is over and above this. Kindly advise the best options?

Aug 5, 2016 by S.Kumar, Dubai | Mutual Fund

If you want to invest in aggressive equity mutual funds for next 6 years, then, you should invest in diversified equity mutual funds and mid and small cap fund categories... Read More

If I continue the SIP for 20 years what would be the amount that I could get

I made two SIP of 3000 in UTI dividend yield fund before 6 years. Recently I made 1000 in UTI Mid cap and UTI MNC, and 2000 in SBI Magnum Mid Cap. I want to give all the SIP to a 20 years time. So approximately what is the amount I am getting and also I am going to deposit 15000 a month in SIP along with other existing funds. What are your suggestions?

Aug 4, 2016 by Ashutosh Dey, Puri | Mutual Fund

You are currently investing Rs. 6,000 through monthly SIPs. If your investment horizon is 20 years then you can expect a corpus of Rs. around 90 Lakhs after 20 years assuming returns @15%. However, if the... Read More

Which mutual fund to invest in if someone is starting for the first time

If some ones age is 44. Want to do SIP with 5000 pm for minimum 3 years with maximum returns investing first time in MF. Please let me know which company and with which fund is suitable?

Aug 4, 2016 by Pooja Choithramani, Ulhasnagar | Mutual Fund

If your investment horizon is only three years then doing SIPs in equity mutual funds may be a little risky and in that case you should invest either in debt funds or hybrid debt oriented funds (also known as MIPs)... Read More

Can you please review my SIP funds

You are doing a fantastic job. Can you please review my SIP funds? I started all these around 2 years ago and planning to continue for next 15 years. 1. Birla SL frontline equity / 5000 RS, 2. ICICI pru value discovery / 5000 RS, 3. HDFC midcap opportunities / 2500 RS, 4. HDFC balanced fund / 2500 RS, 5. Axis longterm equity / 5000 RS?

Aug 3, 2016 by Udayakumar, Bangalore | Mutual Fund

It is very heartening to note that you want to continue your SIPs for next 15 years. Your fund selection is very good and it is well spread across large cap, mid cap, diversified and balanced fund category... Read More

I have around 1 crore to invest and need a plan to invest in the market through SIP mode

I am a 45 year old retired from my job. I have around 1 crore to invest and need a plan to invest in the market through SIP mode. I do have other income source to cover my monthly needs. I am looking for long term growth via stock market. Please let me know your thoughts and any recommendations?

Aug 3, 2016 by Abraham John, Kochi | Mutual Fund

Thanks for writing to us. When you say, investment in the market, do you mean direct equity investments or mutual funds? If you want to invest in stock markets directly then please note that we do not give... Read More

How can I generate maximum income with my savings of 20 Lakhs and build wealth for future needs

I am 45 years old with family member of three, my daughters age is 4 years. I got Rs. 20 lac with no other income. Please suggest how I can generate maximum income with this money as well as I can build my wealth for future needs. I will be very helpful for your reply?

Aug 3, 2016 by Tanmoy Chatterjee, Kolkata | Mutual Fund

To answer your query well we need to know certain things – 1) your risk profile, meaning how much risk you can take to get maximum return from your savings of Rs. 20 Lakhs 2) what is your return expectation... Read More

Should I remain invested in the SIP corpus which I have accumulated in 2 years

I opened SIP for 2 years, now 2 years are completed so shall I withdraw money? or is there any benefits to keep money in SIP without investing further?

Aug 3, 2016 by Deag, Bangalore | Mutual Fund

Yes absolutely! You should not redeem the accumulated corpus in the SIPs and keep that remain invested for the long term. Mutual Fund invested are for long term and you should use this corpus for meeting one... Read More

Kindly provide the address of a website which gives authentic information on mutual fund dividends

I have found the site, "Moneycontrol", either skipping dividends declared altogether Or giving non declared dividends, raising one's hopes unnecessarily. Do kindly provide the address of a site which not only gives one authentic but also up to date information on all recently declared dividends for any mutual fund?

Aug 3, 2016 by Devinder Singh Dhaliwal, Patiala | Mutual Fund

We would not like to comment on the Moneycontrol website or the way they are showing or not showing the dividends. Our website www.advisorkhoj.com provides the complete details of dividends declared... Read More

Where should I invest money and which MF plan is good

Please advise me where I am invest money and which plan of MF good returns giving For long term?

Aug 1, 2016 by Utkarsh, | Mutual Fund

Please note that each investment product comes with certain amount of risk. If you can take higher risk then you may get higher returns as well. Similarly, products with lower risk, like fixed deposits, will also bear... Read More