Traderji.com


Review Portfolio returns around 6% in past 1 year

Discuss Review Portfolio returns around 6% in past 1 year at the Mutual Funds Discussion Forum within the Traderji.com; Hi Guys, I just started investing in mutual funds last year to save tax and ...


Go Back   Traderji.com > IPO's, MUTUAL FUNDS & ETF's > Mutual Funds Discussion Forum


Mutual Funds Discussion Forum Discuss and talk about Indian Mutual Funds here!


View Poll Results: Is this good folio for ELSS MF
Good 2 40.00%
Bad 0 0%
Change the funds 0 0%
Just wait for better returns 3 60.00%
Voters: 5. You may not vote on this poll

Reply
 
Thread Tools
  #1  
Old 12th July 2016, 04:14 PM
Member
 
Join Date: Jul 2016
Posts: 65
Thanks: 15
Thanked 27 Times in 18 Posts
shk161 is on a distinguished road
Thumbs up Review Portfolio returns around 6% in past 1 year

Hi Guys,


I just started investing in mutual funds last year to save tax and yield better returns than FD which hardly beats inflation.


I would required you to kindly provide your views and guide me

I have started with around 2 Mutual funds after doing lot of research online seeing the performance by charts present on Money control just how a normal layman would analyze. Note: I do not have any financial education background but just going by the history and numbers present on the website.

These were my picks for SIP

1)Axis Long Term Equity Fund - Regular Plan (G) (15) : 1000/month
2) Reliance Tax Saver (ELSS) Fund (G) (13) : 500/month

And then added few more in dividend option and few more lump sum in growth. Screen shot have the overview.

Kindly suggest if i need to change or stop investing in some.The returns are just around 6% which is kind of worrying me.


And most importantly the above two mentioned were my best picks and they are delivering the lowest return..should i wait to see the returns increased down the line? or am i doing a mistake by going for SIP?


Seniors attention required please.


Thanks
Karan
Attached Images
File Type: png mf.PNG (51.1 KB, 152 views)
Reply With Quote
The Following 2 Users Say Thank You to shk161 For This Useful Post:
Subhadip (12th July 2016), vijkris (12th July 2016)

Looking for a share broker?

Name:Phone:
Email:City:
State:
Are you a day trader?
  #2  
Old 12th July 2016, 05:31 PM
Subhadip's Avatar
Member
 
Join Date: Apr 2010
Location: in-ter-net
Posts: 2,774
Thanks: 2,246
Thanked 6,565 Times in 1,724 Posts
Subhadip has a reputation beyond reputeSubhadip has a reputation beyond repute
Subhadip has a reputation beyond reputeSubhadip has a reputation beyond reputeSubhadip has a reputation beyond reputeSubhadip has a reputation beyond reputeSubhadip has a reputation beyond reputeSubhadip has a reputation beyond reputeSubhadip has a reputation beyond reputeSubhadip has a reputation beyond reputeSubhadip has a reputation beyond repute
Default Re: Review Portfolio returns around 6% in past 1 year

Quote:
Originally Posted by shk161 View Post
Hi Guys,


I just started investing in mutual funds last year to save tax and yield better returns than FD which hardly beats inflation.


I would required you to kindly provide your views and guide me

I have started with around 2 Mutual funds after doing lot of research online seeing the performance by charts present on Money control just how a normal layman would analyze. Note: I do not have any financial education background but just going by the history and numbers present on the website.

These were my picks for SIP

1)Axis Long Term Equity Fund - Regular Plan (G) (15) : 1000/month
2) Reliance Tax Saver (ELSS) Fund (G) (13) : 500/month

And then added few more in dividend option and few more lump sum in growth. Screen shot have the overview.

Kindly suggest if i need to change or stop investing in some.The returns are just around 6% which is kind of worrying me.


And most importantly the above two mentioned were my best picks and they are delivering the lowest return..should i wait to see the returns increased down the line? or am i doing a mistake by going for SIP?


Seniors attention required please.


Thanks
Karan
Your two best picks are my favourite also for tax saving.

Keep saving.
Reply With Quote
The Following User Says Thank You to Subhadip For This Useful Post:
vijkris (12th July 2016)
  #3  
Old 12th July 2016, 05:33 PM
Member
 
Join Date: Jul 2016
Posts: 65
Thanks: 15
Thanked 27 Times in 18 Posts
shk161 is on a distinguished road
Default Re: Review Portfolio returns around 6% in past 1 year

Thanks Subhadip Sir,

any comments from your side.
Reply With Quote
The Following User Says Thank You to shk161 For This Useful Post:
Subhadip (12th July 2016)
  #4  
Old 12th July 2016, 05:35 PM
Member
 
Join Date: Jul 2016
Posts: 65
Thanks: 15
Thanked 27 Times in 18 Posts
shk161 is on a distinguished road
Default Re: Review Portfolio returns around 6% in past 1 year

Quote:
Originally Posted by Subhadip View Post
Your two best picks are my favourite also for tax saving.

Keep saving.
hmm thanks!!!


how about the returns? am i expecting too high? my expectation is down the line in 3 years it should be atleast 12%
Reply With Quote
  #5  
Old 12th July 2016, 05:45 PM
Subhadip's Avatar
Member
 
Join Date: Apr 2010
Location: in-ter-net
Posts: 2,774
Thanks: 2,246
Thanked 6,565 Times in 1,724 Posts
Subhadip has a reputation beyond reputeSubhadip has a reputation beyond repute
Subhadip has a reputation beyond reputeSubhadip has a reputation beyond reputeSubhadip has a reputation beyond reputeSubhadip has a reputation beyond reputeSubhadip has a reputation beyond reputeSubhadip has a reputation beyond reputeSubhadip has a reputation beyond reputeSubhadip has a reputation beyond reputeSubhadip has a reputation beyond repute
Default Re: Review Portfolio returns around 6% in past 1 year

Quote:
Originally Posted by shk161 View Post
Thanks Subhadip Sir,

any comments from your side.
I want to tell one thing keep investing in SIP in those funds every month. See those after five year. Not every year.
Reply With Quote
The Following 3 Users Say Thank You to Subhadip For This Useful Post:
shk161 (12th July 2016), TracerBullet (12th July 2016), vijkris (12th July 2016)
Advertisements
  #6  
Old 12th July 2016, 05:46 PM
Subhadip's Avatar
Member
 
Join Date: Apr 2010
Location: in-ter-net
Posts: 2,774
Thanks: 2,246
Thanked 6,565 Times in 1,724 Posts
Subhadip has a reputation beyond reputeSubhadip has a reputation beyond repute
Subhadip has a reputation beyond reputeSubhadip has a reputation beyond reputeSubhadip has a reputation beyond reputeSubhadip has a reputation beyond reputeSubhadip has a reputation beyond reputeSubhadip has a reputation beyond reputeSubhadip has a reputation beyond reputeSubhadip has a reputation beyond reputeSubhadip has a reputation beyond repute
Default Re: Review Portfolio returns around 6% in past 1 year

Quote:
Originally Posted by shk161 View Post
hmm thanks!!!


how about the returns? am i expecting too high? my expectation is down the line in 3 years it should be atleast 12%
CAGR should be more than 12%
Reply With Quote
  #7  
Old 12th July 2016, 05:48 PM
Member
 
Join Date: Jul 2016
Posts: 65
Thanks: 15
Thanked 27 Times in 18 Posts
shk161 is on a distinguished road
Default Re: Review Portfolio returns around 6% in past 1 year

Quote:
Originally Posted by Subhadip View Post
I want to tell one thing keep investing in SIP in those funds every month. See those after five year. Not every year.
Thanks again!!


And am slightly inclined towards BNP paribas (G) franklin india tax shield(G) and tata india tax saving (G) as they have higher returns,should I start investing small amount in SIP's in those too.


Regards

Last edited by shk161; 12th July 2016 at 06:31 PM.
Reply With Quote
  #8  
Old 12th July 2016, 06:20 PM
TracerBullet's Avatar
Member
 
Join Date: Jul 2013
Posts: 1,447
Thanks: 3,576
Thanked 2,326 Times in 1,012 Posts
TracerBullet has a reputation beyond reputeTracerBullet has a reputation beyond reputeTracerBullet has a reputation beyond reputeTracerBullet has a reputation beyond reputeTracerBullet has a reputation beyond reputeTracerBullet has a reputation beyond reputeTracerBullet has a reputation beyond reputeTracerBullet has a reputation beyond reputeTracerBullet has a reputation beyond reputeTracerBullet has a reputation beyond reputeTracerBullet has a reputation beyond reputeTracerBullet has a reputation beyond reputeTracerBullet has a reputation beyond repute
Default Re: Review Portfolio returns around 6% in past 1 year

Quote:
Originally Posted by shk161 View Post
Thanks again!!


And am slightly inclined towards BNP paribas (G) franklin templeton (G) and tata india tax saving (G) as they have higher returns,should I start investing small amount in SIP's in those too.


Regards
Fund performance can vary, Use long term record and pick a few. No need to get worried every year of small underperformance. There are many good funds. Your job is just to pick few, maintain SIP and hold for long term of 5-10 years.

Review Funds if they under perform consistently for few years. Use value resaerch / funds india / morningstar.in to get funds info and list of good funds.
Anyway, Franklin India TaxShield is also very good.
Reply With Quote
The Following 3 Users Say Thank You to TracerBullet For This Useful Post:
Happy_Singh (20th July 2016), shk161 (12th July 2016), vijkris (12th July 2016)
  #9  
Old 13th July 2016, 02:39 PM
Member
 
Join Date: Jul 2016
Posts: 65
Thanks: 15
Thanked 27 Times in 18 Posts
shk161 is on a distinguished road
Default Re: Review Portfolio returns around 6% in past 1 year

Can Seniors also advice on the other funds? apart from axis and reliance tax saver.


Thanks
Reply With Quote
  #10  
Old 18th July 2016, 06:25 PM
Member
 
Join Date: Jul 2016
Posts: 65
Thanks: 15
Thanked 27 Times in 18 Posts
shk161 is on a distinguished road
Default Re: Review Portfolio returns around 6% in past 1 year

looking for more insights seniors...please help
Reply With Quote
Reply

Bookmarks

Tags
fixed deposit, inflation, mutual funds, returns, tax


Advertise Here

Thread Tools

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads for: Review Portfolio returns around 6% in past 1 year
Thread Thread Starter Forum Replies Last Post
Did anyone firl Ut returns this year aryabhatta Forex 0 4th September 2012 05:03 PM
Sharekhan PMS RETURNS NOW ARE 28% per year ford7k Brokers & Trading Platforms 2 20th November 2010 03:02 PM
Sure way to make 100% returns in one year mrk3054 Derivatives 20 21st December 2009 07:45 PM
Need Option Data from Past, Last Year and older netman Options 3 20th December 2009 03:20 PM
Past 10 year Historic Data of equities?? karansingh11 Fundamental Analysis 2 25th May 2009 11:24 PM


All times are GMT +5.5. The time now is 08:19 AM.

Indemnity, Disclaimer & Disclosure Notice:
* By visiting Traderji.com you automatically indicate that you agree to our Forum Rules, Indemnity, Disclaimer & Disclosure Notice and General Content Disclaimer Notice and indemnify Traderji.com, its associates and related parties of all claims howsoever resulting from the usage of the forum/site.
* Disclaimer: Trading or investing in stocks & commodities is a high risk activity. Any action you choose to take in the markets is totally your own responsibility. You are recommended to make appropriate enquiries and seek appropriate advise before sending money, incurring any expenses, acting on recommendations or entering into any commitment in relation to any advertisement published here. Traderji.com does not vouch for any claims made by the advertisers of products and services. Traderji.com will not be held liable for any consequences in the event such claims are not honoured by the advertisers. Traderji.com will not be liable for any, direct or indirect, consequential or incidental damages or loss arising out of the use of any information by anybody mentioned anywhere on this site.
* Disclosure: The information in this forum is neither an offer to sell nor solicitation to buy any of the securities mentioned herein. The writers may or may not be trading in the securities mentioned.
* All names or products mentioned are trademarks or registered trademarks of their respective owners.
General Content Disclaimer Notice:
In light of our policy of encouraging candid, open exchanges of views and the rapid distribution of information originating from many sources, Traderji.com cannot determine the accuracy or legality of any information that may be uploaded to the forum. Opinions, advice and all other information expressed by participants in discussions are those of the author. You rely on such information at your own risk. You are urged to seek professional advice for specific, individual situations and not rely solely on advice or opinions given in the discussions. Since Traderji.com is an open and free discussion forum, any comments made by members of this forum in their posts reflect their own views and not of the owner or administrator of Traderji.com. Thus the owner/administrator indemnify themselves of all claims whatsoever and will not be liable or responsible for any members comments/views in this forum Traderji.com. Although we constantly delete all irrelevant content and/or SPAM, if you should find any objectionable or offensive posts made by members of this forum which you would like to bring to our notice for removal then please Contact Us.
 


Our Partner Websites: www.chittorgarh.com, IPO Investment Portal | www.topsharebrokers.com, Broker Comparision
Copyright © www.Traderji.com 2001 - , All rights reserved.

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271