Mutual Fund Queries

What is your opinion about SBI MF Equity Savings fund for capital protection and reasonable return

What is your opinion about SBI MF Equity Savings fund for capital protection and reasonable return?

Aug 29, 2016 by Eappen C V, Trivandrum | Mutual Fund

SBI MF Equity Savings Fund was launched in May 2015 and is a relatively new fund under the hybrid equity oriented funds category. The fund has given 9.19% return since launch and the one year return... Read More

Should I change my mutual fund portfolio or go with the same

Can you review my portfolio. I have invested in MF monthly Rs. 6,000 for long term 20 to 25 years. 1. Birla Sun Life Front Line Equity Fund - 2000, 2. ICICI Value Discovery - 2000, 3. Franklin India Smaller Companies - 1000, 4. SBI Blue Chip 1000, Should I change or going with same. Suggest me?

Aug 29, 2016 by Vishal Patel, Gujarat | Mutual Fund

You have chosen excellent and top performing funds from large cap, diversified and midcap... Read More

Where will I get information about highest paid dividend in Mutual Fund schemes on a continuous basis

Where I will get information about highest paid dividend MF schemes on a continuous basis?

Aug 29, 2016 by Pooja B Palshetkar, Thane | Mutual Fund

You can get this information from our website from following sections... Read More

Can you give me details of top 10 diversified equity funds for 5 years period of dividend payment of 9 per cent or more

Give me details top 10 diversified equity funds for 5 years period more than 9 per cent return category only?

Aug 25, 2016 by Padmanabhan S, | Mutual Fund

To know the name of funds under diversified equity fund category, Please check the following link... Read More

Should I stick to my current SIP investments

I am investing Rs. 25000 per month in SIP in the following funds since Aug 2013 - FRANKLIN INDIA BLUECHIP - 3000, UTI OPPORTUNITIES - 7000, HDFC TOP 200 - 5000, HDFC EQUITY - 5000, SBI EMERGING BUSINESS - 5000. All are dividend re-investment category funds. Please suggest if I should stick to these funds or switch. My goal is to invest till 2020 and achieve maximum returns. Please note that I would like to switch, if suggested, in the same fund house so as not to redeem the money. Kindly guide me?

Aug 25, 2016 by Ayush, Baripada | Mutual Fund

You have selected good funds for your long term SIPs. However, SBI Emerging Business is lagging in performance for some time now and, therefore, it would be better if you switch to SBI Magnum... Read More

Nowdays which fund is the best to invest

Now days in which fund is best to invest? Front line - Funds name, Mid cap - Funds name, Balance fund - Funds name?

Aug 23, 2016 by Paresh R Shah, Baroda | Mutual Fund

Investment in mutual funds is subject to market risk and therefore before investing in a particular category of funds, you must check your risk profile. Please use this tool to know your risk taking appetite... Read More

Can you please provide filter to check NAV of a particular category

When watching NAVs you must give filter to equity funds separately in that give Growth, Dividend, direct as separately, otherwise there lot of debt funds which makes tiered to investor to check?

Aug 23, 2016 by G. Balamurai, | Mutual Fund

Based on your suggestion, we have provided the filter to check NAV of schemes belonging to a particular category of a particular AMC or a particular category for all the AMCs... Read More

I want to know which are the good mutual funds to invest for SWP

I have just relocated from Gulf after retirement and need your advice on SWP. At present all my savings are in Bank Fixed NRE deposits giving me tax free returns of approx 8.75%. As I need Rs. 100,000 every month for my expenses would it be good to invest in SWP (equity) which I presume will be tax free. I would also like to know which are good Mutual funds to enable me to invest accordingly which will also give me very good returns. Also can you let me know if I should invest lumpsum in new NFO'S or existing funds and how much returns can one normally expect by investing in mutual funds?

Aug 23, 2016 by Prakash B Kadne, Borivali | Mutual Fund

In your retirement years SWP can be the most effective tool for getting a regular income along with decent long term returns. However, please note that you should choose funds according to your risk taking... Read More

As I want to invest Rs. 30 Lakhs please provide me names of aggressive balanced and equity funds

I have invested in the following - BSL Balance 95, BSL Front Line Equity, ICICI Prudential Discovery, ICICI Prudential Balance, HDFC Equity Growth. HDFC Top 200, HDFC Balance, TATA Balance, SBI Magnum Balance, Franklin India Prima Plus, Kotak Select Focus. I plan to invests again 30 lakhs. Please advise the following name of Fund in aggressive Equity and aggressive Balance funds?

Aug 23, 2016 by Meena, Indore | Mutual Fund

The scheme selection in your mutual fund portfolio is good. You have invested in large cap, multi-cap and balanced funds. Now that you want to invest another 30 Lakhs in aggressive equity funds and... Read More

How do I get dividends if my mutual fund investments are in Demat account

This process is totally new for me, I want regular income, for dividend mutual fund investment, which is the best way to invest through? Demat account? and if I invest through Demat account how I will get dividend return every year? they will credit on same same account? and which are best tax free dividend mutual funds?

Aug 23, 2016 by Harshal Gurav, Mumbai | Mutual Fund

You can invest either way - through normal route - by filling up an application and submitting through a mutual fund advisors or at the AMC office or buying mutual funds online. You may also invest through... Read More