I would like to invest a lumpsum of Rs. 100000 in mutual fund for 5 years. I do not have any idea about MF. Please advise whether I should invest in FD or MF. Also advise me how to proceed and all other details. Thamking you. I am 60 years old?
Please let me know a list of recommended Equity Mutual Funds for lumpsum investment currently. I can be classified as an aggressive investor with a high risk profile. My Time horizon is 3-5 years or much beyond, if necessary, for maximum returns. I do not want to opt for SIPs because I do not have regular income, but presently I am having some investible funds. Thank you in anticipation?
I am 34 year old & investing for my child's education who is five year old & my retirement. Since January-2017 I have started SIP of INR 30000 in following funds. SBI Bluechip 9000, Franklin India Prima Fund 6000, Mirae Asset Emerging Bluechip 6000, DSP Blackrock Taxsaver 9000. Additionally I have invested approx 2.5 Lac in PPF from 2012. Should I cut down SIP in DSPBR Taxsaver to 5000 & invest the balance 4000 in PPF? Please review my portfolio & advise changes, if any?
My present portfolio has HDFC Midcap - Rs. 2000, ICICI Pru Dynamic Direct - 1000, ICICI Pru Value Discovery - Rs. 1000, Mirae Emerging Bluechip - Rs. 1000. The investment horizon is 20+ years and I want to have around Rs. 2.5 crores as the corpus at the end. Right now I am 30 years of age. Kindly suggest what should I add/remove/modify to my portfolio. How much more and in what ratio should I invest in all the funds? I may increase total amount to Rs. 15000?
Starting May 2017, I invested in ICICI Prudential Value Discovery Fund - Growth under SIP program with a monthly investment of Rs. 10000 for 5 years. I seek expert advice on how well an investment was this at this juncture?
Thank you Pradip for your valuable information. Regarding strategic division of monthly SIP funds I always had this doubt in my mind that "How to divide my funds in my portfolio?" For example - If I were to start a new monthly SIP for - Rs. 20000, this is for long term corpus building and keeping the time horizon for 15-20 years, there can be multiple combinations on how that money can be invested into MFs, I am taking 3 scenarios - Option 1) Divide the amount equally into two good Large Cap funds, Or Option 2) Choose 2 best performing funds from each category - Large Cap and Diversified (that will be 4 funds in total) and set SIP for Rs. 5000 monthly into each funds, Or Option 3) Divide the money equally into Large Cap/Diversified and Mid-Small Cap funds. According to you, which option should be better and why? How frequently should we review our portfolios and based on what criteria should we increase or decrease the SIP amount? Sorry for being so inquisitive but I just wanted to know that when it comes to start a new SIP or change the monthly contribution in an existing portfolio is there a defined strategy like thumb rule in the world of MF investment? Please guide what should be the right approach?
I would be most obliged if you could explain in brief about how interest to the principal amount works in a lump sum mutual fund investment works. Let me give you a scenario, say I have a lump sum investment of 6 lakhs in a Mutual fund. This has been started on 15th November 2016. The NAV at that moment was 18. Now my question is, does my investment solely depend on the NAV in about 15 years or is there some kind of interest compounded annually. More specifically, would my units purchased initially remain the same over 15 years or will there be an automated purchase done?
I need to invest in few ELSS this month. Please suggest few best returned ELSS to invest in. Also please suggest should I go SIP or lump sum?
I want to invest in mutual fund for SWP and I want to earn Rs. 20,000.00 per month. Please advise how much I will invest for that amount, I can invest for more than five years and I can take moderate risk. Please guide me and note that I am a retired person. Please suggest the suitable Mutual Funds name?
I am a retired person, as because I need some money monthly basis. Please advice which funds are best for SWP?
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