Sunday, October 1, 2023
Market-Reporter
  • Home
  • Markets
    • U.S. Markets
    • Canada
    • Europe & Middle East
    • Emerging Markets
    • Asia
    • Latin America
  • Investing
    • Stocks
    • IPOs
    • Mutual Funds
    • ETFs
    • Bonds
    • Commodities
    • Currencies
    • Cryptocurrencies
  • Economy & Politics
    • Personal Finance
    • Spending & Saving
    • Retirement
    • Real Estate
No Result
View All Result
  • Home
  • Markets
    • U.S. Markets
    • Canada
    • Europe & Middle East
    • Emerging Markets
    • Asia
    • Latin America
  • Investing
    • Stocks
    • IPOs
    • Mutual Funds
    • ETFs
    • Bonds
    • Commodities
    • Currencies
    • Cryptocurrencies
  • Economy & Politics
    • Personal Finance
    • Spending & Saving
    • Retirement
    • Real Estate
No Result
View All Result
Market-Reporter
No Result
View All Result
Home Mutual Funds

5 Best Mutual Funds for Lumpsum Investment For Long Term and Short Term Investors

MtR by MtR
June 20, 2021
in Mutual Funds
0
5 Best Mutual Funds for Lumpsum Investment For Long Term and Short Term Investors


Long Term Investments in Mutual funds

Long Term Investments in Mutual funds

Long-term investments are used to fund long-term goals such as college education, a home, retirement, and so on. As a result, select a fund that will help you build wealth. Long-term goals have a time horizon of more than ten years, and equity-oriented schemes (equity allocation of more than 65 percent) are one of the greatest long-term investment options. Equities offer a stronger growth potential than hybrid and debt funds, albeit being more volatile in the short term. A well-diversified equity fund is more likely to provide consistent long-term growth.

Related articles

Will Investing In Mutual Funds Make You Rich?

Will Investing In Mutual Funds Make You Rich?

October 1, 2023
Suitable Investors and Investment Guidelines

Suitable Investors and Investment Guidelines

October 1, 2023

These funds put their money into the equities of huge corporations. Blue-chip stocks are large-cap stocks with a high market capitalization. These funds invest in companies that have the potential to generate consistent year-over-year growth and significant profitability, as well as long-term stability.

5 Best Mutual Funds for Lumpsum Investment for Long Term

5 Best Mutual Funds for Lumpsum Investment for Long Term

Fund NAV 1 Year Trailing Return 5 Year Return
Canara Robeco Bluechip 41.24 53.82% 18.31%
Edelweiss Fund 52.89 52.99% 15.41%
BNP Paribas Large-cap Fund 137.8 47.03% 14.59%
Axis Bluechip 46.07. 48.47% 17.89%
LIC MF Large Cap Fund 39.43. 48.05% 13.92%

Top 5 Best Mutual Funds for Lumpsum Investment in Small Cap Mutual Funds

Top 5 Best Mutual Funds for Lumpsum Investment in Small Cap Mutual Funds

Small-cap funds are essential for investors with long-term financial objectives. After large-cap funds, it has been recognized that small-cap funds do exceptionally well. When the market is bullish, they may provide exceptional gains. Investing in small-cap funds is risky since they are susceptible to market volatility. When it comes to portfolio growth, small caps are the best option. When opposed to large caps, which have already reached their top, the investment has the potential to develop tremendously. . Investors will be able to balance the risk-return tradeoff and diversify their entire portfolio, lowering their total risk, by investing in small-cap.

Top 5 Best Mutual Funds for Lumpsum Investment in Small Cap Mutual Funds

Top 5 Best Mutual Funds for Lumpsum Investment in Small Cap Mutual Funds

FundNAV1 Year 5 Year
Axis Small Cap Fund 54.8. 81.28% 21.26%
Kotak Small Cap Fund 153.47. 120.46% 21.51%
SBI Small Cap Fund 98.43. 88.03% 23.49%
Nippon India Small Cap 75.45. 106.76% 22.53%
ICICI Prudential Smallcap Fund 45.76. 107.62% 17.84%

5 Best Debt Short Term funds for Short term investors

5 Best Debt Short Term funds for Short term investors

They invest in short-term debt instruments with maturities ranging from 6 to 12 months, ultra short-term funds are an excellent investment for 6-12 months with low risk and predictable returns.

Short-term funds are debt funds that lend money to businesses for one to three years. These funds typically invest exclusively in high-quality enterprises with a track record of timely loan repayment and adequate cash flow from operations to warrant the borrowing.

Short-term mutual funds are open-ended mutual funds with maturity duration of 15 to 91 days. The maturity term of these funds varies based on the underlying instruments’ maturity period. These funds are primarily invested in high-quality, low-risk assets. For risk-averse investors, this fund is a terrific choice. Short-term mutual funds are appropriate for investors with a time horizon of less than 6 months. These funds are a better choice for storing surplus funds than a traditional savings account. Short-term funds can generate significantly larger returns than bank deposits while also providing much-needed liquidity.

5 Best Debt Short Term funds for Short Term investors

5 Best Debt Short Term funds for Short Term investors

FundNAV 1 Year Return
IDFC All Seasons Bond Fund 35.93. 5.74%
Nippon India Credit Risk Fund 25.05. 9.3%
Invesco India Short Term Fund 3,069.45. 5.67%
SBI Short Term Debt Fund 26.38 5.54%
Tata Short-term Bond Fund 41.01. 5.99%

Disclaimer

Disclaimer

Mutual fund investments are exposed to market risks; thoroughly read all scheme-related materials. The NAVs of the schemes may rise or fall in response to variables and pressures impacting the securities market, such as interest rate variations. The recommendations and reviews do not guarantee fund performance and should not be interpreted as a judgement of the creditworthiness of a fund or its underlying securities.





Source link

Related Posts

Will Investing In Mutual Funds Make You Rich?

Will Investing In Mutual Funds Make You Rich?

by MtR
October 1, 2023
0

In case you are a first-time reader, mutual funds is simply managing of investors money through investing it in stock...

Suitable Investors and Investment Guidelines

Suitable Investors and Investment Guidelines

by MtR
October 1, 2023
0

While mutual funds may be a great way to potentially grow your earnings, it could also help you save on...

A Comprehensive Guide to Mutual Fund Investment Lifecycle

A Comprehensive Guide to Mutual Fund Investment Lifecycle

by MtR
September 30, 2023
0

Mutual funds (MFs) are one of the most preferred investment products by retail investors due to benefits such as diversification,...

Mutual funds to mandatory PAN, Aadhaar for small saving schemes: Top 5 financial changes from next month

Mutual funds to mandatory PAN, Aadhaar for small saving schemes: Top 5 financial changes from next month

by MtR
September 30, 2023
0

Personal finance changes from next month: With the beginning of October month, one would be entering into new quarter as...

How 20% TCS will impact your foreign stock holdings, crypto from October 1

How 20% TCS will impact your foreign stock holdings, crypto from October 1

by MtR
September 30, 2023
0

If you are thinking in investing in foreign stocks, mutual funds or cryptocurrencies abroad, be aware that you will have...

Load More
  • Trending
  • Comments
  • Latest
Bank of England tells ministers to intervene on digital currency ‘programming’

Bank of England tells ministers to intervene on digital currency ‘programming’

June 21, 2021
Tips for checking smoke alarms during daylight saving time

Tips for checking smoke alarms during daylight saving time

March 12, 2022
GLOBAL MARKETS-U.S. stocks follow Europe up; Treasury yields rise, dollar firm

GLOBAL MARKETS-U.S. stocks follow Europe up; Treasury yields rise, dollar firm

July 9, 2021
What will Durham County education bonds pay for? A full list

What will Durham County education bonds pay for? A full list

July 8, 2022
African currencies week ahead: Zambia's kwacha seen on back foot, Kenyan shilling up – Business Recorder

African currencies week ahead: Zambia's kwacha seen on back foot, Kenyan shilling up – Business Recorder

0
Maxum Foods releases Global Dairy Commodity Update for June

Maxum Foods releases Global Dairy Commodity Update for June

0
Letter: Perpetual bonds can help states fight hunger

Letter: Perpetual bonds can help states fight hunger

0
United Kingdom ETFs Are Riding the Re-Opening Momentum

United Kingdom ETFs Are Riding the Re-Opening Momentum

0
Nifty October series outlook: 4 stocks where investors can park their money; do you own?

Nifty October series outlook: 4 stocks where investors can park their money; do you own?

October 1, 2023
NRB issuing development bonds worth Rs 13.10 billion today

NRB issuing development bonds worth Rs 13.10 billion today

October 1, 2023
Financially Independent Stock Trader Shares Biggest Investing Mistake

Financially Independent Stock Trader Shares Biggest Investing Mistake

October 1, 2023
Indian superstar hints of ODI retirement after the 2023 World Cup

Indian superstar hints of ODI retirement after the 2023 World Cup

October 1, 2023

Recent News

Nifty October series outlook: 4 stocks where investors can park their money; do you own?

Nifty October series outlook: 4 stocks where investors can park their money; do you own?

October 1, 2023
NRB issuing development bonds worth Rs 13.10 billion today

NRB issuing development bonds worth Rs 13.10 billion today

October 1, 2023
Financially Independent Stock Trader Shares Biggest Investing Mistake

Financially Independent Stock Trader Shares Biggest Investing Mistake

October 1, 2023

Categories

  • Asia
  • Bonds
  • Canada
  • Commodities
  • Cryptocurrencies
  • Currencies
  • Emerging Markets
  • ETFs
  • Europe & Middle East
  • IPOs
  • Latin America
  • Mutual Funds
  • Personal Finance
  • Real Estate
  • Retirement
  • Spending & Saving
  • Stocks
  • U.S. Markets
  • Privacy & Policy
  • About Us
  • Contact Us
  • Advertise with us

© 2021 Copyright Market-Reporter

No Result
View All Result
  • Home
  • Markets
    • U.S. Markets
    • Canada
    • Europe & Middle East
    • Emerging Markets
    • Asia
    • Latin America
  • Investing
    • Stocks
    • IPOs
    • Mutual Funds
    • ETFs
    • Bonds
    • Commodities
    • Currencies
    • Cryptocurrencies
  • Economy & Politics
    • Personal Finance
    • Spending & Saving
    • Retirement
    • Real Estate

© 2021 Copyright Market-Reporter