8/19/2023 0 Comments Mutual funds sip meaningEach investor’s participation in a fund is linked to the number of units they hold. Mutual funds are professionally managed under the supervision of Asset Management Companies (AMC). Often a mutual fund’s portfolio is either made up of bonds, stocks or a combination of the two. Securities that mutual funds most frequently invest in include money market instruments, bonds, and equity. This pool of money gets directed towards certain securities so that the fund’s investors can achieve a common objective. Defining a Mutual FundĪ mutual fund amasses a pool of money via its investors. Continue reading to understand mutual fund and SIP differences. Owing to this fact, once I got the answers I was looking for, I compiled this information into what I hope is a helpful guide for those new to the markets.Ī simple fact to bear in mind, though, is that a Systematic Investment Plan (or SIP) merely serves as a method via which you can invest in a mutual fund. I was initially confused about how the two differed from one another. Investors are advised to consult their financial advisors before investing.Have you ever thought about investing in the markets? If so, I’m sure you’ve pondered the difference between SIP and mutual fund offerings. Mutual Funds are subject to market risks. There is no assurance or guarantee that the above funds will give the same returns in future. The scheme tracks NIFTY Smallcap 250 Total Return Index, which has given a return of 15.53% in one year.ĭisclaimer: The above content is for information purposes only based on AMFI website data as of June 2, 2023. The direct plan of Sundaram Small Cap Fund has given a return of 23.04% while the regular plan has given a return of 21.61% in one year. The scheme tracks NIFTY Smallcap 250 Total Return Index, which has given a return of 15.53% in one year. The direct plan of ITI Small Cap Fund has given a return of 22.83% while the regular plan has given a return of 20.50% in one year. The scheme tracks S&P BSE 250 SmallCap Total Return Index, which has given a return of 18.78% in one year. The direct plan of Invesco India Smallcap Fund has given a return of 22.24% while the regular plan has given a return of 20.52% in one year. The direct plan of HSBC Small Cap Fund has given a return of 23% while the regular plan has given a return of 21.62% in one year. The direct plan of Edelweiss Small Cap Fund has given a return of 21.62% while the regular plan has given a return of 19.64% in one year. The scheme tracks NIFTY Smallcap 250 Total Return Index, which has given a return of 15.53% in one year.Īlso Read: What is different about Edelweiss Multi Asset Allocation Fund? Edelweiss Small Cap Fund The direct plan of Bank of India Small Cap Fund has given a return of 20.40% while the regular plan has given a return of 18.32% in one year. The direct plan of Axis Small Cap Fund has given a return of 20.04% while the regular plan has given a return of 18.49% in one year. The direct plan of Quant Small Cap Fund has given a return of 27.11% while the regular plan has given a return of 25.33% in one year. The direct plan of Tata Small Cap Fund has given a return of 28.09% while the regular plan has given a return of 25.71% in one year. The scheme tracks NIFTY Smallcap 250 Total Return Index, which has given a return of 15.53% in one year.Īlso Read: Best Mid Cap Mutual Funds in 1 year: Top-performing 8 schemes with 19% to 28% returns (June 2023) Tata Small Cap Fund The direct plan of Nippon India Small Cap Fund has given a return of 27.58% while the regular plan has given a return of 26.44% in one year. Best Tax Saving Mutual Funds: 8 ELSS ‘champions’ with 18% to 23% SIP returns since launch (May 2023) Nippon India Small Cap Fund
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