Tuesday, May 20, 2014

15 years Sip returns of ICICI Top 100, SBI Magnum Multiplier, HDFC Top 200 with graphs

Sip returns of the following funds have been taken for 15 year period starting May 1999 till April 2014

If somebody invest Rs 3000 per month starting from May 1999 in following funds you can see how the funds would have grown with investments of Rs 5.4 Lakhs  (3000 * 12 months * 15 years)  to Rs 24 Lakhs in ICICI Top 100 and Rs 24 Lakhs in SBI Magnum Multiplier Fund and a whopping Rs 34 Lakhs in HDFC Top 200 Mutual Fund. 


ICICI Top 100



SBI Magnum Multiplier



HDFC Top 200

Blue line shows your Investment and Red line shows your returns.

Reference :  advisorkhoj

Friday, May 2, 2014

banks delay one days interest on savings account while clearing cheque

http://moneylife.in/article/bank-customers-deprived-interest-income-due-to-delay-in-cts-clearances/37252.html

Tuesday, April 1, 2014

Top Performing Mutual Funds for the year 2013-2014

Top performing funds for the year ending 2013-2014 are as follows

LARGE CAP FUNDS
1. Reliance Focused Large Cap Fund - 26.6%
2. ICICI Pru Top 100 Fund               - 26.1%
3. Birla SL Top 100                           - 25.9%
4. Birla SL Long Term Advantage      - 25.7%
5. Motilal Most Shares M50 ETF       - 25.7%


MIDCAP FUNDS
1. UTI Midcap Fund            - 41.4%
2. SBI Midcap Fund            - 41.0%
3. HSBC Small cap             - 35.7%
4. Franklin Smaller Cos        - 34.9%
5. Mirae Emerging Bluechip - 34.1%


ELSS FUNDS
1. Axis Long Term Equity     - 36.5%
2. Reliance Tax Saver ELSS - 32.6%
3. ICICI Pru Right fund         - 31.6%
4. SBI Tax Advantage sr-2    - 29.7%
5. ICICI Pru Tax Plan            - 27.9%

However in this period broader indices has grown as follows.
Nifty    - 17.5%
Sensex - 18.7%
Midcap - 13.9%

Wednesday, January 1, 2014

Top Performing Mutual Funds for the year 2013.

Following are the Top performing Mutual Funds for the Financial year 2013 as on 31/12/2013.

LARGE CAP FUNDS
1. Axis Equity Fund                - 12.6
2. ICICI Pru Top 100 Fund        - 12.3
3. ICICI Pru Focused Bluechip  - 10.4
4. Edelweiss EDGE Top 100    - 10.3
5. Birla SL Frontline Equity       - 8.4

SMALL and MIDCAP FUNDS
1. SBI Midcap Fund                      - 12.3
2. Franklin Smaller Cos                 - 12.3
3. Reliance Small Cap Fund           - 11.3
4. Birla SL MNC Fund                    - 11.0
5. Religare Mid N SMall Cap Fund   - 9.4

DIVERSIFIED EQUITY MUTUAL FUNDS
1. ICICI Pru Exp & Other services  -  42.7
2. Birla SL Opportunities              -   24.6
3. Religare Invesco Equity            -   19.0
4. GS Shariah Bees                     -   17.9
5. UTI Services Industries             -   17.8

ELSS TAX SAVING MUTUAL FUNDS
1. Axis Long Term Equity     -   15.8
2. IDFC Tax Advantage        -   12.8
3. HDFC LTA                      -    10.5
4. Religare Tax Plan             -   9.6
5. ICICI Pru Tax Plan            -   9.5

EQUITY ORIENTED BALANCED FUNDS
1. SBI Magnum Balanced Fund  - 11.2
2. JM Balanced Fund                -  12.3
3. ICICI Pru Balanced Fund (G)  -  10.4
4. HDFC Balanced Fund(G)        -   8.6
5. LIC nomura Balanced Fund (G) - 6.8

BENCHMARK RETURNS  for the same period.
Sensex    - 9.0
Nifty       -   6.8
BSE 100 -  5.9

source of data moneycontrol.

Thursday, November 7, 2013

Thirteen years return of Reliance growth fund whopping 24.75%

Reliance growth fund gave a whopping return of 24.75% in last 13 years from 1 November 2000 to 1 November 2013.

In a SIP Rs 10,000 per month and investment of around Rs 15,70,000 gave you return of Rs 91,86,000

as on 1-11- 2013.

Reference :
http://www.moneycontrol.com/mutual-funds/nav/reliance-growth-fund-retail-plan/sip-calculator-MRC008.html


Sunday, November 3, 2013

Happy and Prosperous Samvat 2070 !

Wish you all Happy and Prosperous Samvat 2070 !
Everybody make lots and lots of money. 

Share It