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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European vacation for two weeks

Henry David Thoreau once said “Not until we are lost do we begin to understand ourselves.” Europe is just the right place to lose and find oneself. Everyone wants to travel but most travel plans are limited by bank balances. Saving money to travel would probably be a good solution, but saving in a bank …

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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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Is Coffee Can investing better than Mutual Funds in India?

Coffee Can investing is a sound concept but suffers from practical limitations What is Coffee Can Investing? Coffee Can Investing refers to “buy and forget” approach to investing in shares of companies which have performed well consistently. The concept of coffee can investing has originated from the US markets where it is highly successful. The …

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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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Fixed Maturity Plans — Better than Fixed Deposits

With Quantitative Easing (the introduction of new money by central banks into the financial system) being reversed, yields are rising across the world. This trend is exerting pressure on yields in the Indian debt market as well. In this volatile scenario, one debt mutual fund option that investors can turn to is fixed maturity plans, popularly known as FMPs. …

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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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