Low Risk Mutual Funds for 2019 – 20

Upwardly presents the top Low Risk Mutual Funds for 2019-20. Franklin India Ultra Short Bond Fund – Super Institutional Plan The fund endeavours to strike an optimum balance between regular income and high liquidity. This balance is achieved through a judicious mix of short term debt and money market instruments. The average maturity is 0.49 years. …

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Best Dividend Mutual Funds: Best Dividend Paying Mutual Funds

Mutual Fund schemes are available in growth and dividend option. Within the dividend option, payout or reinvestment options are available. The dividend option can re-invest (dividend reinvestment option) or pay out the dividends (dividend payout option) the profits made by the fund. Profits or dividends are distributed to the investor from time to time depending …

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Index Funds: Index Funds in India for 2019

Upwardly presents to you the best Index Funds India for 2019 – 2020. UTI Nifty Index Fund The Index Fund endeavours to replicate the underlying index of Nifty 50. It is passively managed fund that endeavours to minimize the return differential between the fund and the underlying index. With 3-year annualized returns of 16.68% and 5-year …

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Best Pharma Mutual Funds for 2019

Upwardly presents to you the top Pharma Mutual Funds for 2019 – 2020. Reliance Pharma Fund The pharma mutual funds focus is on a combination of large cap and mid cap companies to provide rapid growth along with industry leaders. Investment is spread across all the important segments of the industry – Domestic & International, Branded …

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Best SBI Mutual Fund : Top SBI Mutual Fund

Upwardly presents to you the top SBI Mutual Fund for 2019 – 2020. SBI Small Cap Fund This high-risk fund is an emerging star in the small-cap category. It looks for five attributes in the stocks it buys. They are, competitive advantage, return on capital, growth, management, and valuation. The scheme seeks to provide investors with …

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Best Mutual Fund for Lump Sum Investment in 2019

Upwardly presents to you the list of Best Mutual Fund for Lump Sum Investment.     Best Mutual Fund for Lump Sum Investment: ICICI Prudential Banking and Financial Services Fund Retail The fund aims to generate long-term capital appreciation to unitholders from a portfolio that is invested in companies engaged in banking and financial services. Since …

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PPF vs Mutual Fund (ELSS)

The article briefs about PPFand PPF vs Mutual Fund (ELSS). What is an 80C deduction? Section 80 C of the Income Tax Act, exempts certain investments and expenditures from being taxed. It allows deductions up to Rs 1,50,000, irrespective of your tax bracket. Small investments in savings schemes like PPF, Life Insurance, NSC, ELSS, Pension …

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Axis Bluechip Fund: Fund Review

Axis Bluechip Fund is blue chip mutual funds invest predominantly in large companies. The portfolio is constructed by studying the fundamentals of the companies and arrive at their fair value. This is then used to construct a bottom-up, stock-by-stock portfolio. The fund gave 11.92% return since its launch in January 2010. The fund manager is …

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