Mutual Fund Queries

Can you please provide comprehensive mutual fund SWP data

Wanted a comprehensive data to enable me to start investing and start earning tax free monthly returns /income through SWP in Mutual Funds?

Feb 20, 2017 by Vitthal, | Mutual Fund

We have comprehensive mutual fund data using which we have built our mutual fund research... Read More

Can you please let me know some good dividend paying funds

I've seen your website very lately and impressed with the data and tools provided. I immediately signed up to use it to the fullest. Double thumbs-up keep up the good work. I'm looking for this kind of site for quite long time. I'm planning to invest lumpsum amount in monthly dividend paying Equity fund. I'm in search good fund which pays dividend consistently, better than bank or post office FD, close to 12 to 15%. Kindly let me know your suggestion on my preference?

Feb 20, 2017 by Chandra Mohan S, | Mutual Fund

Thanks for the kind words. Happy to note that you liked our website and found the data and tools useful. Please note that there are hardly any equity funds which pays monthly dividend regularly, as desired by... Read More

Are my ELSS Funds top performing

I have some ELSS FUNDS like Reliance Tax Saver, Axis Long Term Equity Fund, HDFC Tax Saver, HDFC Long Term Equity, SBI Magnum. Tax Saver etc. I like to know if i should continue these funds or change is required? Please advise me?

Feb 19, 2017 by Sankar Chakraborty, | Mutual Fund

You have invested in quite a few ELSS Funds. Please note that you will have to continue with these funds for minimum 3 years as ELSS Funds are locked-in for 3 years. However, all the 5 funds in your... Read More

Can you suggest 4 funds for long term SIPs

I am 29 year old professional, can you suggest 4 SIP fund inclusive of Elss. Investment period 20 years?

Jan 16, 2017 by Arun, Kerala | Mutual Fund

Since your investment horizon is 20 years, you may invest in diversified equity funds, mid & small cap funds and ELSS Funds (as you may require them to save taxes). Assuming that you are quite young and... Read More

Should I continue with my current investment

I am investing in UTI mutual fund - Growth from last 1 year. But the fund is showing negative growth. Should I continue with this fund or change it. I want to invest for long term about 10 years?

Jan 16, 2017 by Dalip, Chandigarh | Mutual Fund

UTI Mutual Fund has a wide array of funds to choose for your investments. Since you have not mentioned the scheme name, it is very difficult to answer your query... Read More

Can I withdraw 20 thousand monthly thru SWP by investing 30 lakhs

I will be able to invest Rs. 30,00,000 at a time. I will require Rs 20,000 per month from January 2019. Will it be possible by way of SWP?

Jan 15, 2017 by Joshi Jayant Jayaram, Pune | Mutual Fund

Yes, this is a good idea to invest 30 Lakhs in lump sum and withdraw Rs 20,000 per month through SWP route. However, the rate of return will depend on the category of funds chosen by you. Therefore, before... Read More

Want to know funds for SIP for 10 years

I want to invest over the period of ten years in SIP. Kindly mention some good mutual funds having excellent track record?

Jan 15, 2017 by Anup Kumar Upadhyaya, Kolkata | Mutual Fund

Before investing in mutual funds, it is best to assess your risk profile first. This is important as scheme selection should be based on the risk that you can take. Generally, investor invest in various types of equity... Read More

How to exit from close ended funds

How to exit from close ended mutual fund series?

Jan 9, 2017 by Nilesh, Mumbai | Mutual Fund

In an open-ended fund, you can exit (redeem) your units any time. But in a closed ended fund, you cannot exit / redeem the units before the maturity period of the scheme by selling units back to the fund house... Read More

How to invest 10 lakhs across equity and fixed income

How to invest Rs. 10 lakhs corpus across equity & fixed income assets in 2017?

Jan 9, 2017 by Mahadevan Kartikeyan, | Mutual Fund

To answer this query correctly, we would have liked to know your age, risk profile, investment horizon and the purpose or goal of this investment. Since these are not provided by you, we can provide you with... Read More

Can you please suggest investment options for wealth creation

I am looking for investment options (I am open for anything like SIP, Mutual funds, direct equity or anything). I am saving 50k monthly that keep in my bank account after managing all my expenses. Please suggest me the investment options that can create wealth for me. No matter short term or long term. I am already having 10k SIP running for below funds. 1. Principal Emerging Bluechip Fund(G) - 05/12/2016 - 05/11/2036 - M649083 - 2000 - 76, 2. Birla Sun Life Frontline Equity Fund(G) - 10/12/2016 - 10/11/2036 - M649085 - 2000 - 168, 3. SBI Magnum MidCap Fund(G) - 15/12/2016 - 15/11/2036 - M649085 - 2000 - 65, 4. Reliance Small Cap Fund(G) - 20/12/2016 - 20/11/2036 - M649085 - 2000 - 28, 5. DSP BlackRock Small and Mid Cap Regular(G) - 25/12/2016 - 25/11/2036 - M649085 - 2000 - 40?

Jan 9, 2017 by Vaseem Ansari, | Mutual Fund

Mutual funds are the best investment option to create wealth for the long term. Investing through SIP or lump sum mode should be based on availability of the investible surplus at your end. In your case, if you have... Read More