Best Mutual Funds to Invest in 2018 – 2019

Upwardly presents to you the Best 10 equity mutual funds for 2018 – 2019     The new financial year 2018 – 2019 has started. The beginning of a new financial year presents to us the opportunity to think about our personal finance habits. Investing in mutual funds SIP for the long term is a good …

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Top 10 Best performing Mutual Funds

Investing in Mutual Funds is with Upwardly’s recommended list of top 10 Mutual funds in India for 2018. 1. Reliance Small Cap Fund This is one of the rare funds in the equity space which has beaten it’s benchmark as well as category over all time frames: one year, three years, five years or even seven years. …

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3 Best Balanced Mutual Funds for 2018 in India

Balanced funds invest in a combination of equity and debt. They are relatively less volatile than pure equity schemes that invest their entire corpus in stocks. They earn the “balanced” moniker by keeping the balance between the two asset classes pretty steady, usually placing about 65% of their assets in stocks and 35% in bonds. …

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Top 5 Multi Cap funds for 2018 in India

Upwardly presents to you the top 5 Multi-Cap funds for 2018 – 2019. 1. L&T India Value Fund This fund has managed a very consistent show, outperforming the indices and peers every year except its debut one. It hunts for undervalued stocks in the market and is market-cap agnostic. Value opportunities are often identified in sectors and companies …

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Top 5 ELSS tax saving Mutual funds for 2018 in India

Looking to save taxes under Section 80C of the Income Tax Act this tax-saving season? Equity Linked Saving Schemes (ELSS) or tax planning mutual fund schemes are ideal to save taxes up to Rs 1.5 lakh under Section 80C. ELSS is the best tax saving option because: 1. ELSSs come with a shortest mandatory lock-in …

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Top 3 Small Cap Funds for 2018 in India

In the last three years, we have seen the small and microcap category perform exceptionally well. The category also attracted a lot of investor interest and money. Small cap and mid cap funds are such funds which are though volatile but have high growth possibilities. We discuss the advantages of small cap funds. Advantages of …

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Top 5 Large Cap funds in India for 2018

What are Large Cap Mutual Funds? Large cap Mutual Funds are a type of equity where funds are invested in a large portion with companies of large market capitalization. These are essentially large companies with large businesses and big teams. Large cap mutual funds invest in those firms that have more possibility of showing year on …

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Top 5 Mid Cap funds for 2018 in India

Midcap schemes invest in mid-sized companies that have the potential to become large companies or leaders in their own field. However, their journey to greatness is not a smooth ride. Any negative news or development may have huge impact on their stock prices. But, if they realise their potential, they may reward investors handsomely. This …

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Best Mutual Funds in India for SIP in 2018

Want to invest in the best mutual funds but lost in the ocean of 8,000 mutual fund schemes in India? The financial wizards at the Upwardly Research Team have done the hard work on your behalf and prepared the best mutual funds for SIP investing in 2018. We present to you the best mutual funds …

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7 Most Read Blogs on Upwardly in 2017

Here’s what our readers loved the most on our blog in 2017! Why Did Real Estate Investments Work for My Parents and Why It Won’t for Me: This is a topic close to the heart of many of our readers. It looks at why investing in real estate worked for older generation and what are the …

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