If one had done a SIP of Rs 7,000 every month in Tata Equity PE Fund – Regular Plan since its launch, the corpus would have grown to Rs 1.64 crore at a CAGR of 16.10%, with a total investment amount of Rs 16 lakh in 20 years.

The scheme was launched in the year 2000.

It has given a return of 18.49 percent since its inception. In the last 10 years, this scheme has given a return of 13.87 percent. As of January 26, 2025, the asset under management (AUM) of the fund is Rs 8,083.45 crore.

Where has the scheme invested?

This multibagger mutual fund scheme includes shares of major companies like HDFC Bank, Bharat Petroleum Corporation, Wipro, Radico Khaitan and Coal India. By December 2024, this plan had 93.74 per cent investment in equity and 6.26 per cent in cash and cash equivalents.

(Disclaimer: Mutual fund investment is subject to market risk. If you want to invest in it, then first consult a certified investment advisor. rightsofemployees will not be responsible for any kind of profit or loss of yours.)

The post Mutual fund’s Superhit scheme: ₹1.64 crore fund received by investing ₹7000 monthly first appeared on Rightsofemployees.com.

The money invested in multi cap funds goes into all three types of companies – large cap, mid cap and small cap. Here we will know about those multi cap funds which have given the highest returns in the last 5 years.

Baroda BNP Paribas Multi Cap Fund

According to AMFI data, the direct plan of Baroda BNP Paribas Multi Cap Fund has given a return of 25.42 percent in the last 5 years. If a lump sum investment of Rs 1 lakh was made in this scheme 5 years ago, then today that money would have grown to Rs 3,10,337.

Invesco India Multi Cap Fund

The direct plan of ICICI India Multi Cap Fund has given a return of 25.55 percent in the last 5 years. If a lump sum investment of Rs 1 lakh was made in this scheme 5 years ago, then today that money would have grown to Rs 3,11,949.

Nippon India Multi Cap Fund

The direct plan of Nippon India Multi Cap Fund has given a return of 26.52 percent in the last 5 years. If a lump sum investment of Rs 1 lakh was made in this scheme 5 years ago, then today that money would have grown to Rs 3,24,187.

Mahindra Manulife Multi Cap Fund

Mahindra Manulife Multi Cap Fund’s direct plan has given a return of 27.40 percent in the last 5 years. If a lump sum investment of Rs 1 lakh was made in this scheme 5 years ago, then today that money would have grown to Rs 3,35,619.

Quant Active Fund

Quant Active Fund is a multi-cap fund. Its direct plan has given a return of 30.83 percent in the last 5 years. If a lump sum investment of Rs 1 lakh was made in this scheme 5 years ago, then today that money would have grown to Rs 3,75,512.

According to SEBI rules, under multi-cap funds, mutual fund companies have to invest at least 25 percent of their money in large cap, mid cap and small cap. They can invest the remaining 25 percent anywhere as per their choice.

Related Articles:-

Has your Driving Licence expired? Know the easy way to renew it online

SBI Interest Rate: SBI changed the interest rate rules from December 15, check details

Delhi-Srinagar Vande Bharat sleeper train route stoppage departure time table and fare

The post Multi Cap Funds: Top 5 mutual fund schemes that gave the highest returns in 5 years first appeared on Rightsofemployees.com.

In this series, today we are going to tell you about mutual fund schemes, where you can get good returns by investing. It is worth noting that there is a high risk of market risks in this area of ​​investment. However, the chances of getting returns from here are also quite good. Many mutual fund schemes have given excellent returns in the past years

. It is important to keep many things in mind while investing in a mutual fund scheme. In this series, let us understand the mathematics of investment, with the help of which you can collect Rs 1.4 crore by investing Rs 5,000.

For this, first of all you have to select a good mutual fund scheme. After that SIP has to be made in it. After making SIP, you will have to invest Rs 5,000 in it every month.

You have to invest Rs 5,000 every month for 30 years. Apart from this, you have to expect that your investment will get an estimated return of 11 percent every year. In this case, you can collect a total of Rs 1.4 crore at the time of maturity. With this money received at the time of maturity, you will be able to live a financially independent life.

Disclaimer: Money invested in mutual funds is subject to market risks. Before investing in this, definitely take advice from experts. If you invest in mutual funds without knowledge. In this situation you may have to face a big loss. The returns on investments made in mutual funds are determined by market behavior.

The post Mutual Fund Investment: Invest only Rs 5 thousand, you can collect Rs 1.4 crore in so many years first appeared on Rightsofemployees.com.

Mutual fund investments are subject to market risks, but the return potential is also higher. In the last few years, many mutual fund schemes have given good returns to investors. In such a situation, many people are now preferring to invest their money in mutual funds. If you want to secure your future, this can be a good option for you.

Here you can invest more than Rs 1 crore at the time of maturity by investing through SIP. In this series, let us understand the mathematics of investment where you can collect a fund of Rs 1.1 crore by saving just Rs 3,000. Let us know –

For this, you will have to make a SIP in a good mutual fund scheme and invest Rs 3,000 every month in it. You have to make this investment of Rs 3,000 per month for 30 years.

During this period, you should expect to get an estimated return of 12 percent every year on your investment. If this happens. In this situation, you will have a total of Rs 1.1 crore at the time of maturity. With this money you will secure your future financially. Along with this, other important purposes will also be easily fulfilled.

Disclaimer: Money invested in mutual funds is subject to market risks. Before investing in this, definitely take advice from experts. If you invest in mutual funds without knowledge. In this situation you may have to face a big loss. The returns on investments made in mutual funds are determined by market behavior.

The post Mutual Fund SIP: By saving just Rs 3 thousand you can get Rs 1.1 crore at the time of maturity first appeared on Rightsofemployees.com.

The market regulator said that with the implementation of this rule, investors will get more information about the scheme and it will be easier for them to understand all the aspects. The new rule will come into effect from April 1, 2024.

Summary of schemes will have to be kept simple

According to SEBI, from April 1, fund houses will have to share the summary of the schemes in the new format. This rule will not apply to the mutual fund scheme whose documents are already deposited with SEBI. According to this circular, the top-10 holdings and fund allocation of the scheme will have to be put on the web link.

Risk will have to be indicated on the riskometer

Information about how much the fund manager himself has invested in any fund will also have to be given. Apart from this, riskometer will have to be mentioned on the first page of the information memorandum of the application and scheme information document. With this, investors will be able to know whether this scheme is suitable for them or not.

Liquidity information regarding any scheme will also have to be given. SEBI said that it will be necessary to provide 6 months’ TER and factsheet of the scheme on the weblink.

The post SEBI issues rules to simplify offer documents of mutual fund schemes, will be applicable from April 1, 2024 first appeared on Rightsofemployees.com.

In this series, today we are going to tell you about mutual fund schemes, where you can get good returns by investing. It is worth noting that there is a high risk of market risks in this area of ​​investment. However, the chances of getting returns from here are also quite good. Many mutual fund schemes have given excellent returns in the past years

. It is important to keep many things in mind while investing in a mutual fund scheme. In this series, let us understand the mathematics of investment, with the help of which you can collect Rs 1.4 crore by investing Rs 5,000.

For this, first of all you have to select a good mutual fund scheme. After that SIP has to be made in it. After making SIP, you will have to invest Rs 5,000 in it every month.

You have to invest Rs 5,000 every month for 30 years. Apart from this, you have to expect that your investment will get an estimated return of 11 percent every year. In this case, you can collect a total of Rs 1.4 crore at the time of maturity. With this money received at the time of maturity, you will be able to live a financially independent life.

Disclaimer: Money invested in mutual funds is subject to market risks. Before investing in this, definitely take advice from experts. If you invest in mutual funds without knowledge. In this situation you may have to face a big loss. The returns on investments made in mutual funds are determined by market behavior.

The post Mutual Fund Scheme: Invest only Rs 5 thousand, you can collect Rs 1.4 crore in so many years first appeared on Rightsofemployees.com.