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% |
Secondly, is Icicidirect good for mutual fund?
Overall ICICI Direct has good mutual fund investment options except for direct mutual fund investment plan which offered by Zerodha. You can save up to 1 to 2% in your annual profit by investing in a direct mutual fund which usually a commotion took by service providers in a regular plan.
| Product Name | Category | 1 Year |
|---|---|---|
| Franklin India Balanced Fund – Growth | Equity | 9.79% |
| ICICI Prudential Balanced Advantage Fund – Regular – Growth | Equity | 10.24% |
| Mirae Asset India Equity Fund – Regular – Growth | Equity | 15.23% |
| SBI Bluechip Fund – Growth | Equity | 13.65% |
Also, which Icici mutual fund is best?
Top 10 Icici Prudential Mutual Funds
| Fund Name | Category | Rating |
|---|---|---|
| ICICI Prudential Nifty Next 50 Index Fund | Other | 1 star |
| ICICI Prudential Balanced Advantage Fund | Hybrid | 4 star |
| ICICI Prudential Long Term Equity Fund (Tax Saving) | Equity | 3 star |
| ICICI Prudential Banking and Financial Services Fund | Equity | 3 star |
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 are the safest investments for retirement?
No investment is entirely safe, but there are five (bank savings accounts, CDs, Treasury securities, money market accounts, and fixed annuities) which are considered the safest investments you can own. Bank savings accounts and CDs are typically FDIC-insured. Treasury securities are government-backed notes.
What is Icici direct mutual fund fee?
ICICI Direct MF Charges
| ICICI Direct Account Opening Charges | Nil |
|---|---|
| ICICI Direct Mutual Fund AMC Fees | Zero |
| ICICI Direct Mutual Fund Transaction Charges | MF investment less than Rs 8 lakhs, SIP: Rs 30 or 1.5%, whichever is lower; Lumpsum: Rs 100 per month When MF investment is Rs 8 lakh or more, No Charges |
Can I buy direct mutual funds from Icici direct?
ICICI Direct doesn’t offer direct mutual funds. They only offer regular mutual funds. … You could buy direct mutual funds in two ways: Open an account with a broker who offers them (i.e. Zerodha, Upstox or 5paisa)
What is the highest paying mutual fund?
10 Best Dividend Funds
- Vanguard International High Dividend Yield Index (VIHAX) …
- Vanguard High Dividend Index (VHYAX) …
- Vanguard Utilities Index (VUIAX) …
- Vanguard High-Yield Corporate Fund (VWEHX) …
- Vanguard High-Yield Tax-Exempt Fund (VWEHX) …
- Vanguard Real Estate Index (VGSLX) …
- Fidelity Equity Income (FEQIX)
Which SIP is best for 3 years?
- Mirae Asset Emerging Bluechip Fund.
- PGIM India Diversified Equity Fund.
- Parag Parikh Long Term Equity Fund.
- UTI Equity Fund.
- Canara Robeco Bluechip Equity Fund.
- DSP BlackRock Equity Fund.
- Canara Robeco Equity Diversified.
- Tata Large and Midcap Fund.
What are the top 10 mutual funds?
Top 10 Mutual Funds
- ICICI Prudential Focused Bluechip Equity Fund.
- Aditya Birla Sun Life Small & Midcap Fund.
- Tata Equity PE Fund.
- HDFC Monthly Income Plan – MTP.
- L&T Tax Advantage Fund.
- SBI Nifty Index Fund.
- Kotak Corporate Bond Fund.
- Canara Robeco Gilt PGS.
Is Icici Bluechip fund good?
ICICI Prudential Bluechip Fund is one of the consistent performers in the large cap category. The scheme has given around 32% returns in 2017, -0.80% in 2018, and around 9% in 2019. The last two years have been bad for equity schemes.
What is better sip or LIC?
LIC, SIP and mutual funds – the bottom line
Advise them to, first, aim for financial security by investing in a life insurance plan and then they can plan their investments. … If, however, they want to invest in mutual funds, SIPs are the best way to go about it.
Which SIP plan is best?
The table below shows the best equity funds:
| Fund | 3-Year Performance | Link |
|---|---|---|
| ICICI Prudential Technology Fund | 24.58 % | Invest Now |
| SBI Small Cap Fund – Direct Plan – Growth | 23.79 % | Invest Now |
| Quant Active Fund – Direct Plan-Growth | 23.45 % | Invest Now |
| Quant Consumption Fund – Direct Growth Plan-Growth | 23.43 % | Invest Now |