Which mutual fund is best for retirement?

Best Mutual Funds from Different MF Categories That Can Serve Your Long Term Retirement Goal

Mutual fund AUM 5 years
HDFC Retirement Savings Fund Rs. 1433 crore 52.00%
ICICI Prudential Balanced Advantage Rs. 30900 crore 35.00%
SBI small cap Rs. 7919 crore 77.00%
Parag Parikh Flexi Cap Fund Rs. 9179 crore 72.30%

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Regarding this, what is HDFC retirement savings fund?

Equity: Flexi Cap. 3 Value Research 31779 302-31779 HDFC Mutual Fund The Scheme seeks to provide long-term capital appreciation / income by investing in a mix of equity and debt instruments to help investors meet their retirement goals.

Likewise, which is the best scheme in HDFC Mutual Fund? Top 10 Hdfc Mutual Funds
Fund Name Category Rating
HDFC Mid-Cap Opportunities Fund Equity 3 star
HDFC Top 100 Fund Equity 2 star
HDFC Index Fund – NIFTY 50 Plan Other 3 star
HDFC Balanced Advantage Fund Hybrid 4 star

Furthermore, which SIP is best in HDFC?

Following are the

  • HDFC Equity Fund.
  • HDFC Mid-Cap Opportunities Fund.
  • HDFC Top 100 Fund.
  • HDFC Small Cap Fund.
  • HDFC Capital Builder Value Fund.
  • HDFC Focused 30 Fund.
  • HDFC Tax Saver Fund.
  • HDFC Infrastructure Fund.

Can you lose all your money in a mutual fund?

With mutual funds, you may lose some or all of the money you invest because the securities held by a fund can go down in value. Dividends or interest payments may also change as market conditions change.

What is the best option for retirement planning?

SEP IRAs (Self-Employed IRAs)

Simplified Employee Pension, known as a SEP IRA is the most common retirement savings plan for self-employed individuals and small business owners. Known as the easiest, low-cost plan with a large contribution limit, it allows for tax shelter and tax-deferred growth.

How is HDFC retirement fund?

An open ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier). This is a notified Tax Savings Cum Pension Scheme which invests a minimum of 80% of the portfolio in Equity and Equity related instruments.

What is SBI Life Retire Smart?

SBI Life Retire Smart Plan is a non-participating Unit Linked Insurance Plan. Thus, it is a Non-Traditional Pension Plan without Bonus facility but it guarantees 101% of all premiums paid on vesting thus protecting your funds from market volatility.

Is HDFC Mutual Fund good?

0.5 4.0/5 “Great!” Monthly I have been investing in Mutual funds through HDFC bank, I invested in Reliance and Kotak products. The fund raising value is good as per the market, they are helping on the queries, There is no brokerage for the mutual fund investment.

What are 3 types of mutual funds?

The 3 Types of Mutual Funds

  • Equity Funds.
  • Fixed Income Funds.
  • Money Market Funds.

What is the interest rate of HDFC Mutual Fund?

a. HDFC EQUITY FUNDS

HDFC EQUITY FUNDS
SL No Name of the fund Returns (In 5 years)
2 HDFC Equity Fund 16.30%
3 HDFC Top 100 Fund 14.60%
4 HDFC Mid-cap Opportunities Fund 25.73%

Which SIP is best for 5 years?

Best SIP Plans for 5 Years in Equity Funds

  • Axis Bluechip Fund Monthly SIP Plan. This is an open-ended equity scheme with a track record of outperformance. …
  • ICICI Prudential Blue chip Fund. …
  • SBI Blue chip Fund. …
  • Mirae Asset Large Cap Fund. …
  • SBI Multicap Fund.

Which SIP is best for 1 year?

Top 10 Best SIP plans for 1 year-

Investment Returns in 3 Months Returns in 1 Year
ICICI Prudential Ultra Short Term Fund 1.2% 7.7%
India Bulls Ultra Short Term Fund 1.2% 6.8%
Kotak Savings Fund 1.1% 6.9%
BOI AXA Ultra Short Duration Fund 1% 6.7%

Which bank is best for SIP?

5 Best Banking Funds SIP To Invest In India 2021

Banking Mutual Funds 1 Year Return 5 Years Return
Tata Banking and Financial Services Fund 71.13% 19.5%
Invesco India Financial Services Fund 74.97% 18.25%
Sundaram Fin Services Opp Reg 81.58% 16.63%
Aditya Birla Sun Life Banking & Financial Services Fund 92.4% 15.83%

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