Home > Money > Question
Need Expert Advice?Our Gurus Can Help
Ulhas

Ulhas Joshi  |254 Answers  |Ask -

Mutual Fund Expert - Answered on Mar 01, 2024

With over 16 years of experience in the mutual fund industry, Ulhas Joshi has helped numerous clients choose the right funds and create wealth.
Prior to joining RankMF as CEO, he was vice president (sales) at IDBI Asset Management Ltd.
Joshi holds an MBA in marketing from Barkatullah University, Bhopal.... more
Asked by Anonymous - Feb 01, 2024Hindi
Listen
Money

I am 47 years and have my wife and three children Want to invest 5 lac monthly on mutual fund What is the expected amount of return in the next 10 years and 15 years and 20 years

Ans: Hello & thanks for writing to me. There are no definite guarantees when investing in mutual funds, however, historical data suggests that investing thru mutual funds tends to generate better returns in long time frames of 10, 15 & 20 years when compared to other avenues of investments.
DISCLAIMER: The content of this post by the expert is the personal view of the rediffGURU. Users are advised to pursue the information provided by the rediffGURU only as a source of information to be as a point of reference and to rely on their own judgement when making a decision.
Money

You may like to see similar questions and answers below

Omkeshwar

Omkeshwar Singh  | Answer  |Ask -

Head, Rank MF - Answered on Nov 20, 2019

Money
I have 4 mutual funds listed below: 1. HDFC Balanced Advantage Fund 2. HDFC Hybrid Equity Fund 3. Aditya Birla SL Equity Hybrid 95 Fund 4. ICICI Pru Value Discovery Fund I have been investing in them from the past 27 months and this is a very long term investment say for my retirement. What returns can I expect after 10 years and do I need to change anything? I have also invested lumpsum amount of 50k in: Invesco India Growth Opportunity Fund L&T Infrastructure Fund HDFC Small Cap Fund and SBI Blue Chip Fund Except for L&T others seem to be performing well. Please advise what can be returns in next 5 years
Ans:
Name of the Fund Category RankMF Star Rating
HDFC Balanced Advantage Fund Hybrid - Balanced Advantage 4
HDFC Hybrid Equity Fund Hybrid - Aggressive Hybrid Fund 5
Aditya Birla SL Equity Hybrid 95 Fund Hybrid - Aggressive Hybrid Fund 5
ICICI PruValue Discovery Fund Equity - Value Fund 3
Lumpsum amount of 50k-  
Invesco India Growth Opportunity Fund Equity - Large & Midcap Fund 4
L&T Infrastructure Fund Equity - Sectoral Fund - Infrastructure 2
HDFC Small Cap Fund Equity - Small cap Fund 2
SBI Blue Chip Fund Equity - Large Cap Fund 4

You may continue with the 5 & 4 star rated funds and sectoral funds to be avoided presently for others can be considered from the below.

Value Funds Suitable options considering quality and value for money at present levels are Tata Equity PE Fund and UTI Value Opportunity Fund

Midcap: Suitable options considering quality and value for money at present levels are Motilal Oswal Midcap 30, DSP Midcap and Axis Midcap

Small cap: Suitable options considering quality and value for money at present levels are Kotak Small Cap and Axis Small Cap

Aggressive Hybrid: Suitable options considering quality and value for money at present levels are Axis Equity Hybrid Fund and Tata Hybrid Equity Fund

Multicap: Suitable options considering quality and value for money at present levels are UTI Equity Fund, Axis Multicap and Motilal Oswal Multicap 35

Focused: Suitable options considering quality and value for money at present levels are Axis Focused 25, Motilal Oswal Focused 25

(more)
Latest Questions
Samraat

Samraat Jadhav  |1651 Answers  |Ask -

Stock Market Expert - Answered on Apr 20, 2024

DISCLAIMER: The content of this post by the expert is the personal view of the rediffGURU. Investment in securities market are subject to market risks. Read all the related document carefully before investing. The securities quoted are for illustration only and are not recommendatory. Users are advised to pursue the information provided by the rediffGURU only as a source of information and as a point of reference and to rely on their own judgement when making a decision. RediffGURUS is an intermediary as per India's Information Technology Act.

Close  

x