Best Mutual Funds from Different MF Categories That Can Serve Your Long Term Retirement Goal
| Mutual fund | AUM | 5 years |
|---|---|---|
| HDFC Retirement Savings Fund | Rs. 1433 crore | 52.00% |
| ICICI Prudential Balanced Advantage | Rs. 30900 crore | 35.00% |
| SBI small cap | Rs. 7919 crore | 77.00% |
| Parag Parikh Flexi Cap Fund | Rs. 9179 crore | 72.30% |
Regarding this, what is HDFC retirement savings fund?
Equity: Flexi Cap. 3 Value Research 31779 302-31779 HDFC Mutual Fund The Scheme seeks to provide long-term capital appreciation / income by investing in a mix of equity and debt instruments to help investors meet their retirement goals.
| Fund Name | Category | Rating |
|---|---|---|
| HDFC Mid-Cap Opportunities Fund | Equity | 3 star |
| HDFC Top 100 Fund | Equity | 2 star |
| HDFC Index Fund – NIFTY 50 Plan | Other | 3 star |
| HDFC Balanced Advantage Fund | Hybrid | 4 star |
Furthermore, which SIP is best in HDFC?
Following are the
- HDFC Equity Fund.
- HDFC Mid-Cap Opportunities Fund.
- HDFC Top 100 Fund.
- HDFC Small Cap Fund.
- HDFC Capital Builder Value Fund.
- HDFC Focused 30 Fund.
- HDFC Tax Saver Fund.
- HDFC Infrastructure Fund.
Can you lose all your money in a mutual fund?
With mutual funds, you may lose some or all of the money you invest because the securities held by a fund can go down in value. Dividends or interest payments may also change as market conditions change.
What is the best option for retirement planning?
SEP IRAs (Self-Employed IRAs)
Simplified Employee Pension, known as a SEP IRA is the most common retirement savings plan for self-employed individuals and small business owners. Known as the easiest, low-cost plan with a large contribution limit, it allows for tax shelter and tax-deferred growth.
How is HDFC retirement fund?
An open ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier). This is a notified Tax Savings Cum Pension Scheme which invests a minimum of 80% of the portfolio in Equity and Equity related instruments.
What is SBI Life Retire Smart?
SBI Life Retire Smart Plan is a non-participating Unit Linked Insurance Plan. Thus, it is a Non-Traditional Pension Plan without Bonus facility but it guarantees 101% of all premiums paid on vesting thus protecting your funds from market volatility.
Is HDFC Mutual Fund good?
0.5 4.0/5 “Great!” Monthly I have been investing in Mutual funds through HDFC bank, I invested in Reliance and Kotak products. The fund raising value is good as per the market, they are helping on the queries, There is no brokerage for the mutual fund investment.
What are 3 types of mutual funds?
The 3 Types of Mutual Funds
- Equity Funds.
- Fixed Income Funds.
- Money Market Funds.
What is the interest rate of HDFC Mutual Fund?
a. HDFC EQUITY FUNDS
| HDFC EQUITY FUNDS | ||
|---|---|---|
| SL No | Name of the fund | Returns (In 5 years) |
| 2 | HDFC Equity Fund | 16.30% |
| 3 | HDFC Top 100 Fund | 14.60% |
| 4 | HDFC Mid-cap Opportunities Fund | 25.73% |
Which SIP is best for 5 years?
Best SIP Plans for 5 Years in Equity Funds
- Axis Bluechip Fund Monthly SIP Plan. This is an open-ended equity scheme with a track record of outperformance. …
- ICICI Prudential Blue chip Fund. …
- SBI Blue chip Fund. …
- Mirae Asset Large Cap Fund. …
- SBI Multicap Fund.
Which SIP is best for 1 year?
Top 10 Best SIP plans for 1 year-
| Investment | Returns in 3 Months | Returns in 1 Year |
|---|---|---|
| ICICI Prudential Ultra Short Term Fund | 1.2% | 7.7% |
| India Bulls Ultra Short Term Fund | 1.2% | 6.8% |
| Kotak Savings Fund | 1.1% | 6.9% |
| BOI AXA Ultra Short Duration Fund | 1% | 6.7% |
Which bank is best for SIP?
5 Best Banking Funds SIP To Invest In India 2021
| Banking Mutual Funds | 1 Year Return | 5 Years Return |
|---|---|---|
| Tata Banking and Financial Services Fund | 71.13% | 19.5% |
| Invesco India Financial Services Fund | 74.97% | 18.25% |
| Sundaram Fin Services Opp Reg | 81.58% | 16.63% |
| Aditya Birla Sun Life Banking & Financial Services Fund | 92.4% | 15.83% |