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I make Rs. 5000 STP weekly, from liquid fund to equity fund. Every time STP is done, I will have short term capital gains on debt fund. If STP runs for a year or 2, the amount of tax out go is substantial, and I am already in 30% tax bracket. And the equity investment is still on negative side. What is the use of STP?
I have Invested in MF and currently doing SIP of Rs. 2000 in following mentioned MF's. My Monthly expenses are Rs. 30,000, I am 29 years old working professional and will work for another 11 years before retiring at age of 40. My target amount at retirement is 2 crore. Please help me and analyse my investment. Scheme Details Category Current Value based on NAV Current Value Monthly SIP Aditya Birla Sun Life Equity Fund - Growth - Direct Plan: EQUITY - 706.9400, Rs. 11,41,121.34; Rs. 5000, Aditya BSL Tax Relief'96 Fund - (ELSS U/S 80C of IT ACT) - Growth - Direct Plan: EQUITY - 29.9800, Rs. 1,14,209.53 Rs. 10000; Indiabulls Liquid Fund - Direct Plan - Growth: CASH - 1876.0869, Rs. 47,211.73, Rs. 0; Kotak Standard Multicap Fund - Direct - Growth EQUITY 35.5410, Rs. 4,36,923.96, Rs. 50000?
I am the regular follower and I think it has really the change the way I used to think before about investments. Initially I used to put money randomly in various funds but now started with Goal based investing as suggested in various articles. Continuing to that I tried to create the portfolio as per my goals. Please review it and let me know your feedback, suggestions on remapping etc. Child Education: 7 years from now: Current cost of goal is around 20 lacs. Active running SIP's for this Goal as following:- 1. Kotak Multicap: Current investment: Rs. 25000, SIP: Rs. 10000 (split in 4, 2500 each every month on various dates); 2. Mirae Emerging: Current investment: Rs. 492000, SIP: 10000 (3 sips on various dates); 3. Relaiance liquid fund: Current investment: Rs. 257000. In addition to above I have some investments done randomly quite back, so I tagged them to my sons education goal instead of closing them. 1. Aditya Birla hybrid 95 fund: Rs. 96000, 2. SBI Hybrid Fund : Rs. 60000, 3. Motilal Oswal Multicap 35 Fund: Rs. 50000. Also I have recurring deposit running for Child education tenure 5 years from now Amount is Rs. 10000 each month, maturity 7 Lacs after 5 years. Retirement Planning: more then 15 years from now. Goal Amount 2 CR. 1. Parag Parikh Long Term Equity: Current investment: Rs. 25000, SIP: Rs. 8000 (split in 2, 4000 SIPs every month on various dates); 2. L&T Emerging business Fund: Current investment: Rs. 75000, SIP: 8000 (split in 2, 4000 SIPs every month on various dates). In addition to above I have some investments done randomly quite back, so I tagged them to my sons education goal instead of closing them. 1. Reliance Small Cap: Rs. 1 Lac, 2. Mirae Tax Saver: Rs. 32000, 3. ICICI Banking & Financial Fund: Rs. 40000, 4. EPF current contribution: Rs. 8000 per month, planning to increase my contribution more on it. Current worth: 10 Lacs, also I have recently started adding Nifty and Junior Nifty ETF, current worth: Around 1 Lacs. I am adding them on every 3-5% dip. As far as liabilities are concerned, I don't have any kind of loans on me. Please expert review my portfolio, I am more concerned about Child education. Please provide your valuable feedback, any addition, substraction etc?
Which is the best Indices as per 5 Years and 10 Years return? Nifty 50? Nifty Next50? Nifty midcap 50? Nifty 20 Value fund? Nifty midcap 100? Please tell me MF available in this best indices? And which MF is best for this indices?
Please what will be ascending order of post tax return for a person in 30% tax slab, 1) PPF, 2) Arbitrage Fund, 3) Debt Fund, 4) Liquid Fund, for more than 3 years duration of investment?
I want to invest for my retirement corpus, for the time horizon of 10years. I want to invest in one of the following two shortlisted mutual funds. Kindly advise which one is more suitable for me. 1) Principal Emerging Blue-chip Fund, 2) Principal Multi Cap Growth Fund. Or kindly suggest another fund of your choice?
To receive yearly Interest from NCDs of Corporate Companies, is there any minimum period of holding the NCDs (Apart from complying the Record Date)?
I want to invest my business fund for short duration in which which product and fund is good. I need a fund which do not attract tax and there will be flexibility of where ever we want we can withdraw funds?
I wanted to know about your calculation or method for top Consistence Funds you have shown, if possible send me your details calculation sheet for any one category like mid cap funds. Because I short listed some of funds by rolling returns calculation but those are different from your top consistence list so kindly share your calculation or method to me?
Want to invest 10 lacs?
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