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Investment, Financial Planning, Mutual Fund & Income Tax Queries

Can you please let me know some good dividend paying funds

I've seen your website very lately and impressed with the data and tools provided. I immediately signed up to use it to the fullest. Double thumbs-up keep up the good work. I'm looking for this kind of site for quite long time. I'm planning to invest lumpsum amount in monthly dividend paying Equity fund. I'm in search good fund which pays dividend consistently, better than bank or post office FD, close to 12 to 15%. Kindly let me know your suggestion on my preference?

Feb 20, 2017 by Chandra Mohan S,   |   Mutual Fund
Thanks for the kind words. Happy to note that you liked our website and found the data and tools useful. Please note that there are hardly any equity funds which pays monthly dividend regularly, as desired by... Read More

Can you please provide comprehensive mutual fund SWP data

Wanted a comprehensive data to enable me to start investing and start earning tax free monthly returns /income through SWP in Mutual Funds?

Feb 20, 2017 by Vitthal,   |   Mutual Fund
We have comprehensive mutual fund data using which we have built our mutual fund research... Read More

How to get annual statement of SBI Magnum Tax Gain Scheme investment

My name is M.Kalees Waran. I wish to know about SBI Mutual Fund from you. I took SBI Magnum Tax Gain Scheme last year. My folio number is 15628604. This scheme is applicable for income tax concession. I need my annual statement. So I request you reply me where I can get the annual statement. Further I have been maintaining my savings bank account at Aravakurichi, SBI bank. My account no is 20135310465. I asked my statement from the bank. But they did not respond me. Please do reply?

Feb 20, 2017 by Kalees Waran,   |   Mutual Fund
There are two ways that you can get your account statement of SBI Magunm TaxGain Scheme... Read More

Are my ELSS Funds top performing

I have some ELSS FUNDS like Reliance Tax Saver, Axis Long Term Equity Fund, HDFC Tax Saver, HDFC Long Term Equity, SBI Magnum. Tax Saver etc. I like to know if i should continue these funds or change is required? Please advise me?

Feb 19, 2017 by Sankar Chakraborty,   |   Mutual Fund
You have invested in quite a few ELSS Funds. Please note that you will have to continue with these funds for minimum 3 years as ELSS Funds are locked-in for 3 years. However, all the 5 funds in your... Read More

Should I continue with my current investment

I am investing in UTI mutual fund - Growth from last 1 year. But the fund is showing negative growth. Should I continue with this fund or change it. I want to invest for long term about 10 years?

Jan 16, 2017 by Dalip, Chandigarh  |   Mutual Fund
UTI Mutual Fund has a wide array of funds to choose for your investments. Since you have not mentioned the scheme name, it is very difficult to answer your query... Read More

Can you suggest 4 funds for long term SIPs

I am 29 year old professional, can you suggest 4 SIP fund inclusive of Elss. Investment period 20 years?

Jan 16, 2017 by Arun, Kerala  |   Mutual Fund
Since your investment horizon is 20 years, you may invest in diversified equity funds, mid & small cap funds and ELSS Funds (as you may require them to save taxes). Assuming that you are quite young and... Read More

Want to know funds for SIP for 10 years

I want to invest over the period of ten years in SIP. Kindly mention some good mutual funds having excellent track record?

Jan 15, 2017 by Anup Kumar Upadhyaya, Kolkata  |   Mutual Fund
Before investing in mutual funds, it is best to assess your risk profile first. This is important as scheme selection should be based on the risk that you can take. Generally, investor invest in various types of equity... Read More

Can I withdraw 20 thousand monthly thru SWP by investing 30 lakhs

I will be able to invest Rs. 30,00,000 at a time. I will require Rs 20,000 per month from January 2019. Will it be possible by way of SWP?

Jan 15, 2017 by Joshi Jayant Jayaram, Pune  |   Mutual Fund
Yes, this is a good idea to invest 30 Lakhs in lump sum and withdraw Rs 20,000 per month through SWP route. However, the rate of return will depend on the category of funds chosen by you. Therefore, before... Read More

Can I get a comparison between PPF and Equity Fund returns

Please send me a comparative return statement of PPF with equity fund for last 3/5 years. An early reply is solicited?

Jan 12, 2017 by Kailash Chandra Mohanty, Bhubaneswar  |   Equity Investing
Please go through the following research tool – PPF Versus ELSS – which can help you get the... Read More

How to know which SIP is the best plan

How to know which SIP is the best plan?

Jan 9, 2017 by Manjeet Sangwan,   |   Mutual Fund
Mutual Fund are the only investment option which offers you a wide array of choice of funds to invest for your different life goals – long term as well as short term. The selection of funds should be based on... Read More

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