Know SIP returns of Mutual Funds Under 3 minutes

This video shows how you can get to know past returns of SIP investments in Mutual Funds. In my last videos, we have seen how to calculate returns and growth rate of LIC plans. https://youtu.be/15dgX1dSsDc and https://youtu.be/_8uJ6KqSxKM In this video, we will see how to get the same numbers for SIP investments in Mutual Funds. SIP is basically a Systematic Investment Plan to regularize your investments in Mutual Funds. You can opt for monthly or quarterly investments with as minimum as 500 rupees a month. And you can automate the entire schedule of investments. If you talk about any equity investments, lump sum investment is straightaway a no-go. We'll see more about the essence of SIP style of investments in later videos. Here, in this video, w're gonna see past returns of some of the Mutual Funds in the Tax saving or ELSS category. With no further due, lets jump right in. Moneycontrol.com is an easy to use website where I maintain my investment portfolio. If you know of any better website, feel free to share them in the comments section. We will see a couple of Mutual funds that are long existing and top performing. We will also see one of the recently popular ELSS fund that outsized all other funds in short time. For records, we are gonna see the returns of monthly SIP investments on these funds from May 5th, 1999 to Oct 5th, 2015. Thats a period of nearly 16 years. Franklin India Tax Shield HDFC Tax Saver SBI Magnum Tax Gain Axis Long term equity Let me remind you that the expected growth rate of LIC's Jeevan Anand plan is just 7.77% as what we saw in my last videos. https://youtu.be/_8uJ6KqSxKM and https://youtu.be/15dgX1dSsDc Stay tuned for such videos by subscribing to my YouTube channel: http://bit.ly/AnandSpeaking Feel free to follow me online at: https://www.facebook.com/AnandSpeaking https://twitter.com/AnandSpeaking https://anandspeaking.wordpress.com/

Comments

1. sir can I make a video in Hindi for Hindi viewer
2. sir I want to know if I invest some amount every month where I m getting 15 % interest and again I invest a lump sum amount every year in same fund then how calculation will be done
3. plz try this website- Value research online
4. Hey Anand. I really like your logic on the investments. Can you provide some information/make a video on ULIP's and how to invest on them. Thanks
5. can you tell me which scheme shall i invest, i am 26 and want it for long term 20 yrs. and this to be direct
6. can you tell me which scheme shall i invest, i am 26 and want it for long term 20 yrs. and this to be direct
7. Hi friend. Could you also make one video detailing how to do SIP and should that SIP be in to one Mutual l Fund or should we have same amount every month in to different mutual fund, also should the SIP amount be same every month , can that vary? say i would like to invest 5K this month, 10k in 5th month, and no investment made for 2 months etc...how to plan for wealth building...i am sure many viewers will be benefited, most of us under under impression that we have to have fixed amount to invest in MF's regardless of whether you have money for that month or not...please let us know.
8. Hi Anand,
   How is SIP investment returns percentage calculated? For instance as of today if i had invested 3000/per month in Kotak tax saver plan since 23-NOV-2005 till 23-12-2016.money control shows CAGR as 0%
9. Hi Brother, I am Chadramouli from Hyderabad. I have a Hearing problem. (DEAF Born and Handicap are also.) Please help me that SIP OR OTHER. I want more interest me. PLEASE HELP to my email or meet. I think that better MEET. Thank you. Regards, CHANDRAMOUL.
10. valueresearchonline is better website have look
11. hi anand i am beginner to sip my friend gave suggestion invest in uti medium term fund is it good
12. I wish you could talk little slowly..
13. Pls also help me if I can make temporary portfolio on moneycontrol.com and what is the process of u can share
14. Hey Anand I want to start an investment but totally confused. I have a lot about SIP and recently pic has alos started to do mutual funds.Pls help me getting some.
15. Hi Ananda, Pls advise Which is a better fund to invst : Franklin smaller companies or ICICI Pru value Discovery or SBI magnu, midcap. And why?
16. Hi Anand am self employed and from past 2 yrs I have saved around 5 lakh rupees and I wanted to lock it for 10-15 yrs with better yield and abit secure too could u pls suggest me wer shud I invest my amount?
17. bro but lic returns are guaranteed and the funds showing returns of 22% does not guaranty same return and things may become worse if market is down like at present . the return shown by funds belong to different period having different factors lic jeevan anand for 30 yrs shows 8.5 % guaranteed
18. hi, nice presentation.
    can you pl tell me when can I make my LIC jeevan Anand policy. I have paid 3 premiums out of 25.
    Thanks.
19. In India there is lack of financial awareness. I bought LIC with 50000 premium yearly. Now I am realising mistake made by me. Is there any method to rectify this mistake?