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For just 20 years, investing just 5,000 rupees a month, and today your total fund – one crore rupees, on which no tax will be levied … although this is not believed, but some equity funds have literally gone through the last 20 years CAGR returns more than 20 per cent per annum, and for 20 years only 5,000 rupees a month, or 12 lakh rupees in total, have made millionaires…

In the current environment, when banks’ interest rates are continuously decreasing, financial planners and advisors say that investing in equity mutual funds through systematic investment plans, i.e. SIP, is one of the best options … Keep in mind, income from Equity Mutual Fund is tax free after one year, i.e. tax free …

By the way, selecting funds for small investors is the most difficult thing to do, because a lot of research is needed to select the right fund, according to the financial planners, investing in a diversified equity fund through SIP is the best option … Let’s tell you, about the funds, which gave more than 20 percent CAGR returns over the last 20 or more times …

HDFC Equity Fund: This mutual fund in India is considered to be the best return. If you had invested 5,000 rupees per month in the month of April 1, 1998, your fund would be around 1.95 crore rupees on April 1, 2017, which creates a CAGR return of approximately 23.56 percent …

Reliance Growth Fund: If you had invested 5,000 rupees in this fund on April 1, 1998, then on April 1, 2017 you would have received a return of 2.12 crore, i.e. 17.66 times the amount invested.

Franklin India Prima Fund: Since the fund was launched in December 1993, the compound annual interest rate of the total amount, i.e. CGAR, is making a return of 21.02%. If you invested this mutual fund on April 1, 1998 for a period of 5,000 rupees, you get Rs 2.38 crore, i.e. 25.11 percent CAGR return …

Reliance Vision Fund: In this mutual fund, you had received 1.46 crore rupees for investing 5,000 rupees every month 20 years ago, i.e. 19.92 percent CAGR returns …

Comments HDFC Top 200 Fund: This fund is also very popular in the mutual fund market, and has given 20.88 per cent CAGR returns since the beginning … if the fund had invested Rs 5,000 in the fund 20 years ago, then on April 1, 2017 Your fund was worth Rs 1.43 crore …

So, if you are 40 years old now and are worrying after retirement, do not let this opportunity goes hand in hand … Consult a financial advisor, and start investing immediately in mutual funds. Do it …

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Investment Advisor in Delhi NCR

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