Top 5 ELSS tax saving Mutual funds for 2018-2019 in India

Upwardly presents to you the Top 5 ELSS mutual funds for 2018 – 2019     Here are Upwardly recommended top 5 ELSS mutual funds you can invest in 2018. 1. Aditya Birla Sun Life Tax Relief 96 One of the oldest ELSS funds, this fund has generated outperformance over the last 5 years. The fund follows a multi-cap, bottom-up …

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Top 5 Small Cap Funds for 2018 – 2019

Upwardly presents to you the Top 5 Small-cap funds for 2018 – 2019   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 the category across all the time frames: one year, three years, five years or even seven years. Managing solid performance, even …

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Top 5 Large Cap Funds for 2018 – 2019

Upwardly presents to you the Top  Large-cap funds for 2018 – 2019     We at the Upwardly Research Team have done the hard work on your behalf and prepared the list of top Large-Cap funds for 2018. 1. Axis Bluechip Fund This fund has managed to beat its benchmark and category in each of the last …

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Top 5 Mid Cap Funds for 2018 – 2019

Upwardly presents to you the Top 5 Mid-cap funds for 2018 – 2019     To make your investment easy, we at Upwardly have handpicked top 5 mid-cap funds for you. 1. L&T Midcap Fund This fund’s strategy is a blend of growth and value styles of investing. The focus is on owning fundamentally strong and scalable businesses …

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Which is better — Dividend Payout vs SWP : Clash of MIPs

Do you invest in mutual funds for regular Income? Confused between Systematic Withdrawal Plans (SWP) and Dividend payout schemes? In this article we will compare these two options. If you want to understand them better, read ‘Dividend Payout and Systematic Withdrawal Plan(SWP) — Explained’ and continue with this article. A ‘Dividend payout scheme’ does not guarantee a …

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Getting Monthly Income from Mutual Funds

Dividend Payout and Systematic Withdrawal Plan(SWP) — Explained If you are someone who loves regular income from your investments, you can opt for a dividend payout option or SWP. This article will help you understand these schemes and make a wise choice based on your preferences. Dividend Payout Option Under this option, part of the gains realized …

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Best Mutual Funds in India for SIP in 2018-2019

Upwardly presents to you the best mutual funds for SIP 2018 – 2019 List updated on January 19, 2019   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 …

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Debt Mutual funds Versus Fixed Deposits?

And Ladies and Gentlemen, We have a clear WINNER…… All of us have invested in Fixed Deposits (FDs) offered by Banks and have always felt nice about it. However, you must have surely heard a lot of talk about investing in Debt Mutual Funds. Let’s look at each aspect of Fixed Deposits vis a vis Debt …

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