mutual funds

Hi All, I have been exploring mutual funds and wanted to understand the best parameter to evaluate SIP returns. Here’s my understanding of a few key metrics: Absolute Returns – Percentage change in investment value over a specific period. CAGR (Compound Annual Growth Rate) / Annualized Return –...

I created a new OTM (One-Time Mandate) for 1 year monthly SIP (Systematic Investment Plan) in a MF scheme (Direct Growth) in an AMC and SBI (bank) charged me INR 50+18% GST. i) Would this amount be deducted (INR 59) each month when SIP is deducted? ii) Would SBI (bank) charge me if I cancel...

One of my known friends after a pretty long gap met and was sharing how many insurances have been taken in his family with a member of 4 (himself, sister, mother and father). His working father already has an LIC with a good Sum Assured. His father has also taken a ULIP for himself and paying...

Hi everyone, I know that banks provide auto-sweep option for FDs. I was wondering whether the same is possible for excess amount in savings account to mutual funds. Is there any way to set up the same? Just wanted to automate this as often I have extra cash sitting in my savings account...

Withdraw you money from Mutual Funds use Systematic Withdrawal Plan (SWP_. It is opposite to SIP.

Invest Liquid Mutual Fund in order to get more return and safety compare to Banks Savings account and FD.

Building a Solid Equity Mutual Fund Portfolio When it comes to investing, I firmly believe in the power of mutual funds. They offer a practical way to grow wealth with minimal hassle, especially for those who prefer a structured, hands-off approach. Every month, on the day my salary gets...

anyone tried rematerialising of mutual funds from zerodha coin app ? how was the experience, what are the charges.

I am planning to move my mutual funds from demat to SOA. Did some research past couple of days and was almost ready to move to kuvera. Now when I read about kuvera being acquired by Cred, does it make sense to move to kuvera? how is the future of kuvera looks like?

Hello, I am 25 years old and planning to start a monthly SIP of ₹7000. I have chosen the following allocation and would appreciate your suggestions on whether this is a good strategy or if any changes are needed: Parag Parikh Flexi Cap Fund: 2,500 INR (35.71%) Mirae Asset Mid Cap Fund: 1,750...

The latest trends show that sensex will touch 1 lakh milestone by December 2024 and may also reach 1.5 lakh milestone by 2029. That is with a CAGR of 15.9%. So a SIP of 10k per month may become approximately 30 Lakh in the next 10 years, 75 lakhs in the next 15 years...

Hi All, I already possess multiple units in Mutual Funds. Out of them 3 are SIPs. I am looking for an App where I can make payments of those SIPs. Initially I found that HDFC PayzApp can perform the same. But then, I faced an error and got to know from Customer Care that they are still setting...

I've recently started investing in mutual funds myself via MFCentral and Kfintech and have some doubts on the applicability of NAV at the time of investment. Here's what I've noticed: 1. If I pay via UPI before 3pm, I get the units based on the same day NAV, i.e. the one that gets calculated...

Can you recommend an app that allows tracking of multiple mutual fund folios belonging to different PANs? My family invests in SIPs through FINTOO, but their portal is quite problematic and often displays inaccurate information. For instance, it once showed a XXIR of -49% for a folio when in...