Best SWP Plans for 2019 – 20

  Systematic Withdrawal Plan (SWP) allows you to withdraw a certain amount of money at regular intervals from your investment. SWP plans is like getting regular income. If one opts for SWP in an equity fund for Rs 5,000 every month on the 5th of every month. Every month, on that date, that amount of …

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Best Performing Mutual Funds in India last 5 years

This article is in continuation of our article titled “Mutual funds performance in the last 20 years”   There are around 12,000+ mutual funds across 45 fund houses. In the last 5 years, the industry grew about 3 folds from ₹8.25 trillion as on 31st March 2014 to ₹23.80 trillion as on 31st March 2019.  The number …

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What is XIRR ?

Most mutual fund investments are made through SIP. SIP is a method of investing regularly in mutual funds. One can even redeem from mutual funds in partial amounts. So how can one calculate their investment returns? They can use XIRR. Read on to know XIRR meaning and how it is calculated. XIRR Meaning XIRR or …

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Best Small and Midcap fund to invest

The small and mid cap category has been giving great returns. By investing in the firms that have the ability to grow faster than large caps firms, these categories have been doing exceptionally well. Here are the top 10 funds in these categories that you can invest your money for a long term (minimum 7 …

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Mutual Fund Calculator : Lump sum Calculator

The article briefs about mutual funds, mutual fund calculator or the lump sum calculator.   Mutual Funds are investment schemes professionally managed by financial experts. Many investors, individuals, and entities invest money in these schemes or funds to generate better returns. These investment schemes could invest in equity or debt or a mixture of both. …

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RD Calculator : Recurring Deposit Caluclator

The article briefs about Recurring Deposit and Upwardly’s RD Calculator. What is Recurring Deposit? Recurring Deposit (RD) is a savings option that helps save for the future. In an RD people can save a small amount regularly for a predetermined period and earn interest on those deposits. Once the deposit matures the lump sum and …

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SIP Calculator : SIP Return Calculator

The article briefs about SIP and SIP calculator  What is the meaning of SIP? A SIP is a systematic investment plan which lets you invest a fixed amount periodically in a mutual fund. For example, if you start a monthly SIP of ₹100 in a mutual fund, that amount will automatically be deducted from your …

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NPS Calculator

This article briefs about NPS its types and NPS calculator. What is NPS? National Pension Scheme (NPS) is a pension plus investment scheme to provide old age security to Citizens of India. It is a voluntary and long-term investment plan for retirement under the purview of the Pension Fund Regulatory and Development Authority (PFRDA) and …

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