Axis Bluechip Fund Nav, Axis Equity Fund Growth, Returns, Portfolio, Review

It is important to note that over the past decade, the Midhttps://1investing.in/ and Smallcap mutual fund categories have generated CAGRs of 18.58% and 20.24% respectively. Some of the top-performing funds in these categories include SBI Small Cap Fund, Nippon India Small Cap Fund, and Kotak Emerging Equity Fund. 1 crore in 10 years depends on the expected rate of return of the mutual fund and the investment strategy you choose. According to the findings of Value Research, large-cap funds achieved an average return on investment of 13.36% during ten years. As 10 years is an adequately long timeframe, you could consider investing into small or mid cap-oriented funds that offer the best opportunity for compounding & rupee cost averaging to work their magic.

Assets Under Management is the total market value of the investments that the fund manages on behalf of the unitholders. For each mutual fund, the risk can range from low to very high, as depicted by different colours in the riskometer. The meter categorizes the schemes under different levels of risk based on the respective scheme’s asset allocation pattern. To help you make informed investment decision, here is a list of other fund options in the same category with similar returns. It is the smallest value amount for which an investor can purchase a mutual fund.

Most Popular Articles on Mutual Funds and its Returns

However, for investment discipline, one can also invest in debt funds also. Direct mutual funds charge you no hidden commission for managing your money. This is the reason why direct MF schemes have a lower expense ratio. A lower expense ratio of direct plans allows you to generate higher returns as compared to the regular mutual fund plans. In the long run, the direct mutual fund schemes can give you significantly higher returns than the regular ones. Systematic Investment Plan is a fixed amount one invests at regular intervals in a financial instrument.

The fund includes 65 equity stocks out of which about 50% are large-cap stocks and 33% are mid-cap stocks. The rest of the fund is invested in small-cap stocks and TREPS. The fund has given close to 131% returns on a SIP started 10 years and annualized returns close to 55% in a SIP for the past year. The fund has been performing well ever since its inception and continues to give good returns. Anyone looking for high returns and ready to invest for a few years should go for this fund.

Some other top performers include Mirae Asset Large Cap Fund and Canara Robeco Bluechip Equity Fund. The impact of coronavirus outbreak on the GDP could be severe if things do not return to normal soon. India Inc. could therefore be staring at weak earnings growth in the coming quarters. BFL is also registered with the Association of Mutual Funds in India (“AMFI”) as a distributor of third party Mutual Funds (shortly referred as ‘Mutual Funds’). It is a statistical tool that measures the deviation or dispersion of the data from the mean or average.

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When you click on the ‘calculate’ button, based on the XIRR return, the Axis SIP calculator estimates the maturity value of your investments, for the investment period you enter. However, please note that mutual fund returns are subject to market risks and past performance is not a guarantee of future returns. Under this, you invest a fixed amount every month in the mutual fund of your choice. In addition, SIP’s are helpful to average out your investments and hedge your losses.

The ending and beginning values are the NAV or Net Asset Value of the fund at the beginning and ending of the investment. The Axis Bank SIP maturity amount can be calculated using the future value of the annuity formula. We would not access or read your email for anything except the transaction statement. You can turn this feature off anytime from the settings in your inbox. The tool reduces the hassles of computing the returns, providing you with a one-stop destination.

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The Rate of Return also known as the Return of Investment is the basic fundamental ratio of calculating returns for any gains or yearly income. The Return Calculator lets you calculate your proxy returns using various combinations across different mutual funds and time frame. Both the regular and direct versions of any mutual fund are the exact same fund, run by the same fund managers investing in the same stocks and bonds. Many fund houses allow investors to invest monthly, bi-monthly and fortnightly. They are step-up SIP’s too which allow an investor to increase the sip amount periodically.

Please note that these are just a few recommendations, and you should always consult a financial advisor before investing in mutual funds. It’s important to consider your risk profile, investment horizon, and financial goals before selecting a mutual fund. Additionally, past performance is not a guarantee of future returns, and mutual fund investments are subject to market risks.

Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge. Attention Axis Direct Investors Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.

All you Need to Know About Axis SIP Calculators

This will help you in the decision making, whether you can invest this amount or may need to increase/decrease it depending on your financial standing & risk appetite. Please note that while there is no maximum limit, the minimum SIP investment differs for every scheme and may be as low as Rs. 100 monthly for some of the schemes. Scipbox’s Axis SIP calculator is quite easy to use and navigate. One has to enter the details such as monthly investment amount or maturity amount, expected return, investment tenure and step up percentage to estimate their returns or monthly investment amount.

• Returns from Axis SIP plans are just an estimation based on the fund’s past performance and it doesn’t guarantee future returns.
• The three different growth scenarios are above average, average, and below-average.
• Based on the no. of years of investment, the SIP amount gets debited from investor’s bank account and units are allotted till end of the SIP period.
• 50% in NIFTY Index Fund, 30% in Midcap Index Fund and 20% in Junior Cap Index Fund would suffice for 10 years horizon.
• More than 96% of the fund is invested in the Indian equity market, out of which almost 85% is invested in large-cap stocks.

You may consider investing in a bank deposit or short duration mutual fund scheme. You are also investing in a large cap scheme and small cap scheme. You should ensure that these schemes are in line with your risk profile and investment horizon. You have not shared crucial details like your financial goals, investment horizon and risk profile. So, it is not possible to make personalized suggestions about your investments. Helps reach your goals – SIP helps you reach your financial goals.

How does the Axis SIP Calculator Work?

axis blue chip sip calculator – This is the cost that the scheme charges to the investors to manage their money. Goodwill – Committed, customized investment and trading consultancy, When so much is being said about wealth creation, Goodwill makes an important distinction between wealth creation and wealth preservation. The investor should allocate this investment in the below schemes. I have invested Rs 50,000 in L&T Equity Fund and Rs 70,000 in Franklin India Equity Fund three years ago. I also have two SIPs in Axis Bluechip Fund and SBI Small Cap Fund . I want to invest some lumpsum amount in any good fund for three years.

Mutual Fund units are issued to a few designated large participants called Authorised Participants . The APs offer buy and sell quotes for the ETFs on the stock exchange, which enable investors to buy and sell the ETFs at any given point of time whenever the stock markets are open for trading. Absolutely not and this is what most of the customers end up doing.

To create a corpus of Rs.1 Crs in 10 years, investors should start a SIP of Rs.43,500 per month or should start a SIP of Rs.32,000 per month and increase this by 10% every year. Diversification – You can invest in multiple SIPs and can diversify your investments across various category of funds and thus minimise risk. As you can see how easy it is to know the future SIP returns if you use the mutual fund SIP calculator. But before we proceed further, let us discuss what a mutual fund SIP is. It was the first company to start equity research on an institutional level. Few days back my colleague and Editor of Daily Wealth Letter, Rounaq, explained how this could impact your mutual fund portfolio.