Press enter to see results or esc to cancel.

Recent Articles

Short Term Mutual Funds : Best Short Term Debt Funds for 2019-20

Short term mutual funds are also known as short duration funds and they invest in debt and money market instruments such that their Macaulay duration of the portfolio is between 1-3 years. Macaulay duration is the weighted average term to maturity of cash flows from a bond. Upwardly presents to you the best short term …

Read more

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. …

Read more

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 …

Read more

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 …

Read more

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 …

Read more

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 …

Read more

SBI Pharma Fund vs Reliance Pharma Fund: Which fund is better to invest in?

SBI Pharma Fund SBI Pharma Fund has been renamed to SBI Healthcare Opportunities Fund. It aims to provide the opportunity of long term capital appreciation by investing in a diversified portfolio of equity and equity-related securities in Healthcare space. The fund gave 14.93% return (annualized) since its inception in July 1999. The funds 1, 3 …

Read more

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 …

Read more

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 …

Read more

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 …

Read more

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 …

Read more

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 …

Read more

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 …

Read more

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. …

Read more

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 …

Read more

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 …

Read more

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 …

Read more

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 …

Read more

Guilt Free Shopping

Sale Days are on! Splurged? But have you also invested in your future??

Read more

This Women’s Day Invest in your own Goals..

  Do Share this and Encourage all the Women in your Life!

Read more

L&T Infrastructure Fund: Fund Review

L&T Infrastructure Fund performed better in the long-term than the short-term. It falls under a high-risk category. L&T mutual fund manager picks up those companies that have the potential to perform over time, good track record, scalable business, and strong balance sheets. Right now the prospects for the industry don’t look that great with the general …

Read more

Motilal Oswal Most Focused Long Term Fund : Motilal Oswal Long Term Equity Fund : Fund Review

Motilal Oswal Most Focused Long Term Fund has been renamed to Motilal Oswal Long Term Equity Fund.   Motilal Oswal Long Term Equity Fund aims to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. The fund gave 13.50% return since its launch in January 2015. The fund managers are …

Read more

Franklin India Prima Plus Fund renamed to Franklin India Equity Fund : Fund Review

Franklin India Prima Plus Fund has been renamed to Franklin India Equity Fund. Franklin India Equity Fund is ranked among the top 5 in the category of multi-cap funds by Upwardly.  It gave 18.08% return since its inception in September 1994. Franklin Prima Plus offers diversification across sectors, stocks and market capitalization. Franklin India Equity …

Read more

Tata Equity PE Fund: Fund Review

Tata Equity PE Fund is ranked 1st in the category of value funds by Upwardly. The Tata Equity PE Fund gave 19.08% annualized return since its launch in June 2004. Tata Equity PE Fund follows the value-conscious style of investing. The fund has a diversified portfolio. Tata Equity PE Fund is suitable for investors who …

Read more

HDFC Equity Fund : Fund Review

HDFC Equity Fund is an open-ended equity scheme investing across the large cap, mid cap and small cap stocks. It follows an equity strategy to build a portfolio, representing a cross-section of companies diversified across major industries, economic sectors and market capitalization that offer an acceptable risk-reward balance. The fund gave 18.73% return since its …

Read more

HDFC Balanced Fund Merged with HDFC Hybrid Equity Fund: Fund Review

HDFC Balanced Fund and HDFC Premier Multi-Cap Fund are merged to form a new scheme called HDFC Hybrid Equity Fund. This new fund will be categorized as an aggressive hybrid scheme. HDFC Equity Hybrid Fund is the same as HDFC Balanced Fund. It’s just the same fund with a different name. The strategy, the fund …

Read more

Franklin India Smaller Companies Fund: Fund Review

Franklin India Smaller Companies Fund invests predominantly in small-cap companies. It focuses on identifying high growth companies that are likely to transform into tomorrow’s market leaders resulting in capital appreciation over time. The fund gave 13.49% return since its launch in Jan 2006. The fund managers are R. Janakiraman, Srikesh Nair and Hari Shyamsunder.   …

Read more

Franklin India Prima Fund : Fund Review

Franklin India Prima Fund is a mid-cap fund. The investment objective of the fund is to provide medium to long term capital appreciation as a primary objective and income as a secondary objective. The fund gave 19.63% return since its launch in December 1993. The fund managers are R. Janakiraman, Srikesh Nair and Hari Shyamsunder. …

Read more

DSP BlackRock Tax Saver Fund Review

DSP BlackRock Tax Saver Fund is one among the few top ELSS funds. The fund gave 13% annualized return since its launch in January 2007. It has a diversified portfolio. The fund follows a fluid investment strategy without any bias to sectors. The fund has 69 stocks in its portfolio. Investors looking for a diversified …

Read more

Canara Robeco Emerging Equities: Fund Review

Canara Robeco Emerging Equities is large and mid-cap fund. It invests in robust growth-oriented businesses with competent management at reasonable valuations. The fund gave 16.90% return since its launch in March 2005. The fund manager is Miyush Gandhi and he believes it is companies and not stocks that create wealth. Invest in this fund for …

Read more

Is your Portfolio Tiranga?

Markets have taken a beating today!  Are these then your first thoughts?? Let me not invest and wait for markets to be up again …… Or ……. Let me pause all my SIPs… STOP RIGHT THERE. The right thing to do is Buy into the Declines: Market lows throw up the best opportunities to make money …

Read more

Mutual funds performance in the last 10 years

This article is in continuation of our article titled “Mutual funds performance in the last 20 years” Don’t you too have the same dilemma that most investors have – invest in a fund that has given reasonably good returns in the long term or a fund that gave good returns in recent years? Long term …

Read more

Mutual funds performance in the last 25 years

This article is in continuation of our article titled “Mutual funds performance in the last 20 years” Once upon a time in Chennai, the birth of two successful mutual funds have taken place over a few drinks. Kothari Pioneer Asset Management Co. Ltd launched India’s first two private sector mutual funds in November 1993, namely, …

Read more

Retirement Planning: Is Rs 5 Crore enough?

Is it possible to retire with a corpus of Rs 5 crore at the time of retirement? Well, it depends on your age, expenses, lifestyle after retirement and how much are you willing to contribute to retirement at that age. Ideally one should start planning for retirement right from the time they started working. This …

Read more

15 Tips for a Salaried Employee to Save Tax

It’s that time of the year again – Tax Planning. With the financial year-end around the corner, all of us start planning our tax savings now. As a salaried employee, before anything, you should understand your tax slab and meaning of your salary breakup components. This will help you figure out how to save on …

Read more

Retirement Planning: Popular Retirement Investment Products

Saving or investing for the purpose of retirement should start right from the time one starts working. With a wide array of choices for retirement investment products, it often gets difficult for us to identify the best one. However, this shouldn’t be a restricting factor. It’s not just about investing in the right product, it …

Read more