Mutual Fund Queries

Compare Sukanya Samridhi Scheme with HDFC Children Gift Fund

Comparison between HDFC children gift fund and post office scheme Sukanya Samriddhi Yojana?

Jun 1, 2015 by Navtej Luthra, Jalandhar | Mutual Fund

Before comparison, please note that SUKANYA SAMRIDHI YOJANA is meant for girl child below 10 years only and there is a limit of Investment of Rs. 150,000/- per annum. The rate of return is also fixed, for current year it is 9.20%... Read More

How to change the name in Mutual Funds post your marriage

In the early years we invested in MF say in 1994 to 97 & also in UTI MF. Now my sister got married & we still have investment in her old name i.e before marriage name, she have PAN with new name. Now we like to add bank details because at the time of investment no bank details given. Even we have investment in UTI MF without bank details, then what form to fill up?

Jun 1, 2015 by Himanshu Shah, Surat | Mutual Fund

Nothing to worry. Following document would require along with a letter addressed to THE MANAGER, UTI Mutual Fund for your sister – 1. Attested copy of the marriage certificate 2. PAN Card copy – Self attested 3. An Address Proof – Passport or latest Bank Statement or Aadhar card copy etc... Read More

How to invest in the best investment plans

I earn upto 24k every month. My expenses are quite low and I manage to save upto Rs. 18k each month. Where would be the wisest place to invest my money?

Mar 9, 2015 by Akhil, India | Mutual Fund

Firstly, you should be congratulated for starting to think about your financial planning early in your career. This will go a long way in ensuring success in achieving your financial goals. Before you start planning your investments you should ensure that you have sufficient life insurance... Read More

Who is the Karta in HUF Investments

I read an article about HINDU UNDIVIDED FAMILY in your website. I have some doubts on my mind. MY query is Only 3 daughters father can make KARTA elder one daughter or not?

Feb 18, 2015 by Sushma Chopra, Hyderabad | Mutual Fund

After the amendment of Hindu Succession Act in 2005, daughters can become coparceners in their father’s Hindu Undivided Family (HUF). A daughter would remain a coparcener in her father’s HUF even after her marriage. In the event of the death of the Karta, in absence of any male coparcener... Read More

Best Investment plans for children marriage planning

I have a horizon for 3 years. I am 49 years old. I need money after 3 to 3.5 years for my daughter wedding. I want to invest in lumpsum?

Feb 13, 2015 by Tarun, New Delhi | Mutual Fund

Since you have a three year investment horizon, you can invest in good diversified equity funds. Equity markets are expected to do well over the next 3 years, as the macroeconomic situation of India improves. One can expect good returns in equity over a 3 years time horizon... Read More

Which are the best Systematic Investment Plan of Mutual funds

I have been investing (SIP) in below mentioned mutual funds since last 3 years. HDFC Top 200(G) - Large Cap - 3K pm, HDFC Equity(G) - Diversified Cap - 2K pm, IDFC premium equity(G) - Small Cap - 2K pm. Now I want to change these mutual funds. Please suggest from below mentioned funds or any other better then below mentioned. In Large Cap - ICICI Pru Focused Bluechip Eqty(G), UTI Equity Fund(G), BNP Paribas Equity Fund(G), Birla Sun Life Top 100(G). In Diversified Cap - Franklin High Growth Cos(G),ICICI Pru Exp&Other Services - RP(G), UTI MNC Fund(G). In Small Cap - UTI Mid Cap(G), Franklin (I) Smaller Cos(G), Reliance Small Cap Fund(G), DSP-BR Micro Cap Fund - RP(G).

Feb 4, 2015 by Yogesh, Gurgaon | Mutual Fund

Among the large cap funds that you are evaluating, Birla Sunlife Top 100 and UTI Equity Fund have been rated as good performers by CRISIL. Over the years, ICICI Prudential Focused Bluechip Equity fund has slipped a little. You can also evaluate Franklin India Opportunities fund... Read More

Is ICICI Prudential Balanced Advantage Fund a good Mutual Fund

Tell whether ICICI Prudential Balanced Advantage - Regular Growth is good fund. My time horizon is 5 years, Or should I switch to a better fund?

Feb 4, 2015 by Rajiv Ahuja, New Delhi | Mutual Fund

Your fund selection will depend on your risk profile and investment objectives. Firstly ICICI Prudential Balanced Advantage fund is a good fund in the balanced fund category. ICICI Prudential Balanced Advantage fund’s returns are lower than some of the top performing funds... Read More

What are the best Mutual Funds to invest

Which are the best Mutual Funds to buy at this level of sensex, having medium risk? Which sector will do well now? Will investing in FD is better option than Stocks or Mutual Funds for next 5 years?

Jan 30, 2015 by Shaila, Mumbai | Mutual Fund

It is important to understand that if you have a five year investment horizon, then the Sensex level at which you are investing is of not much significance. Market experts believe that we are in the initial stages of a long term secular bull market... Read More

What is the best Equity Mutual Fund scheme from SBI Mutual Fund

I will invest SBI mutual fund about 5000/- Rs please say which is best scheme?

Dec 24, 2014 by Swati, Solapur | Mutual Fund

We do not give specific investment advice. There several funds in the SBI Mutual Fund stable that have delivered strong performance. Among large cap funds, SBI Bluechip funds is a strong performers. In the small and midcap category SBI Magnum Midcap fund and SBI... Read More

Differenece between Diversified Equity Funds and ELSS Funds

What is the difference between equity diversified mutual fund and elss mutual fund.

Dec 20, 2014 by sulabh, new delhi | Mutual Fund

Diversified equity mutual fund is an equity oriented fund which invests across different sectors (e.g. banks, IT, Oil and Gas, Automobiles, Infrastructure, Capital Goods, Pharmaceuticals etc). In other words, these funds do not restrict themselves to any sector or theme... Read More