VIP or Value averaging investment plan works on a principal that, you should invest more when markets are going down and should invest less when markets are at the peak. This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. Based on FY 17-18 for Indian residents below the age of 60, tax Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. This is a case where the historical nature of the fund is more important than its risk or reward profile. This number represents how much money has been invested in these funds. As SIP date will not be same every month so I calculate XIRR periodically in my exce... , I`m DIY too and no expert, but just my two-penny`s worth here....1) I don`t enter a new scheme. Its three year returns are … If number of stars are higher then relative performance was better. Submit-0.68%. The fund has also held about 15-17% of large cap stocks. The definition of what a large cap stock is has always been the same: it’s market capitalization should be within the top 100 of all stocks listed at the NSE (or BSE). I measure my SIP investments performance thru XIRR & CAGR (for one time investment) in my excel. The key finding here is that Axis Bluechip is effectively from Nov 2017 only. Has SEBI’s Mutual Fund Categorization Rules Helped Investors? Copyright © e-Eighteen.com Ltd All rights resderved. This includes investment in both regular and direct plans and across all growth and dividend options. You will see 5 scale risk meter with one scale selected. Please consult these articles to understand why: You can consider building your portfolio with My Handpicked Mutual Funds July 2019 (PlumbLine) or shortlist your own funds with the Equity Mutual Fund Performance Screener July 2019. If 1Y HIGHEST HOLDING column data says 5.5%, May-18, that means mutual fund scheme had highest investment in particular stock in May-18 and weight of that holding was 5.5%. For example 1st Jan, 2018 NAV is 120 (which is higher by 20% from first NAV) than you need to reduce your investment by 40% (new instalment amount will be ₹6000). You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. Copyright © 2016. I calculate XIRR or CAGR on my own. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express writtern permission of moneycontrol.com is prohibited.
Beta value gives idea about how volatile fund performance has been compared to similar funds in the market. If the fund size is too small than fund may not get enough resources to put into research and management. NAV is nothing but the unit price for the fund. This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. This is the performance against Nifty in that period. However if right most red scale is selected, then there is high risk of negative returns on your investment.
The performance in the last year is not a great sight, but it has managed a recovery in the previous three months. |
When you invest for seven years or longer, you can expect gains that comfortably beat the inflation rate and are higher than fixed income options. Going forward, assuming fund houses respect SEBI rules, beating Nifty will be tough for large cap funds and hence the question about Axis Bluechip fund assumes importance. Install the Financial Freedom App! Reproduction of news articles, photos, videos or any other content in whole or in part in any form I tend to get confused if I should use CAGR or XIRR for all SIPs? The best I can think of if investing at inception, is to look at who the Fund Manager is and his/her p...  Launched in Jan 2010 as “Axis Equity Fund” merely as an open-ended growth scheme. View more (Trending Now). You Can Be Rich Too with Goal-Based Investing, Guide to efile Income Tax Return: ITR2, ITR3 and ITR5 for AY 2020-2021, List of Fee-only Financial Planners in India, Create a start to finish financial plan with the freefincal robo advisory template, Bhaskarapuram, Mylapore, Chennai, Tamil Nadu 600004, Tactical Asset Allocation (Market Timing). VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month. and 38 schemes are not ranked. We do not work with professional content writers or marketing agencies. Explore more about Axis Mid Cap Fund at Axis MF. I follow the same to double check on returns. VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. Take help of some advisor. Success! (Google Play Store), Install Freefincal Retirement Planner App! Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. You should receive the SMS shortly.
Risk is very low and returns potential is very high in this fund.
| This table shows list of stock/bond investments. Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. Bluechip by name does not mean bluechip by returns. View more, When you invest directly such risk are not uncommon. The fund appears to have held ICIC, HDFC bank from inception (I did not check every factsheet). It operated as a large and midcap fund from inception to October 2017. You can consider investing in this fund.
10.57 (Equity) Large Cap Low. So you can say that there is a higher chance that Fund A will continue giving similar returns in future also whereas Fund B returns may vary. New investors wanting a solid large cap based equity portfolio should consider either hybrid funds. Please use this web page in latest version of Chrome, IE, Mozilla Firefox & Safari for a better experience, Please note it may not work properly in other browsers. For XIRR return - if a fund is generating -=10% then i believe it good Lower expense ratio leads to higher returns for investors. It is a fund that invests in medium-sized companies. Bluechip by name does not mean bluechip by returns. Axis Midcap Fund has maintained at least 65% exposure to midcap stocks for the last three years.
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