Comparison of Stocks Vs MF Performance
Dear Friends, I did a comparison of returns of Blue Chip companies (Sensex Stocks) with the Top 20 Mutual Funds in the similar time horizon (Data collated from Value Research Online). Stocks Vs MF Performance over 10 years There is a perception among investors that they get better returns by investing in Blue Chip Companies over MFs and hence this comparison report. While it’s true that blue chips like Sun Pharma, HDFC Bank, Axis Bank,...
Wealth Creation through Equity Mutual Fund Investment
Dear Friends, Last week I received a call from one of our initial clients saying that she wanted to start investing in Mutual Funds again. She had invested in HDFC Equity Fund through us in March 2007 when she was in Chennai but moved to a different city after that. In 7.5 year’s time, the investment has grown by a whopping 3.5 times. The investment amount was small and hence the value today might...
Excellent Tax Saver and Long Term Wealth Builder – ELSS
Dear Friends, Investors typically run around for Tax Saving options during the months of Jan and Feb to maximize Section 80C benefits, when the payroll processing team chases them to submit the actuals for IT exemption. Though declarations are submitted during the start of the year by May or June, which is essentially the plan on how the investments are proposed, most Investors are oblivious of this proposal and remember it only in Jan,...