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yogeshsarade · 20 days ago

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Top Performing Mutual Funds to Consider for Long-Term Growth

Introduction

When it comes to steadily growing money, many Indians choose mutual funds as their preferred investing choice. Since are under skilled management and offer the potential for significant gains, they are readily available for both rookie and experienced investors. The best mutual funds for long-term investment will be discussed on this site together with their advantages and disadvantages as well as tax considerations This article will provide a perceptive study of whether you intend to make online purchases in mutual funds or hunt for the best platform to invest in.

What are the Best Mutual Funds?

The best mutual funds for long-term investing are determined by a variety of criteria, including risk tolerance, investment objectives, and market circumstances. Overall, equities mutual funds, index funds, and hybrid funds are outstanding long-term growth investments. Some significant funds in these areas are:

Equity Mutual Funds: Ideal for investors seeking long-term growth, these funds invest primarily in stocks. Some top performers in this category include:

SBI Bluechip Fund

HDFC Top 100 Fund

ICICI Prudential Equity & Debt Fund

Hybrid Funds: These funds invest in both equities and debt, providing a balanced approach to risk and return. Notable options include:

Axis Balanced Advantage Fund

HDFC Hybrid Equity Fund

Debt Mutual Funds: Suitable for conservative investors, these funds invest in fixed-income securities. Some well-regarded debt funds include:

ICICI Prudential Short-Term Fund

HDFC Corporate Bond Fund

These funds have shown strong historical performance and have consistently managed to outperform their benchmarks. However, it is advisable to research current performance and market trends before investing.

Overview of Mutual Funds

A mutual fund aggregates capital from various investors to allocate into a diversified portfolio comprising stocks, bonds, or other securities. The fund is overseen by a skilled fund manager who makes investment decisions aligned with the fund's objectives. Investors acquire units of the fund, and the returns are allocated according to the quantity of units owned.

Types of Mutual Funds

Equity Funds: These funds primarily invest in stocks with the goal of achieving significant capital appreciation over time. They are suitable for investors seeking high growth potential.

Debt Funds: Focusing on fixed-income securities like bonds, debt funds aim to provide stability and lower risk. They are ideal for those looking for a steady income with less volatility.

Hybrid Funds: Combining both equity and debt investments, hybrid funds seek to offer a balanced approach to risk and return. They provide a blend of growth and stability in one package.

Index Funds: Designed to mirror the performance of a specific market index, index funds offer diversification at a lower cost compared to actively managed funds. They are a good option for passive investors.

Advantages of Mutual Funds

Professional Management: Mutual funds are overseen by experienced professionals who conduct thorough research and analysis, allowing investors to benefit from expert knowledge.

Diversification: By investing in a wide range of assets, mutual funds help mitigate the risks associated with individual stocks, providing a cushion against market volatility.

Liquidity: Most mutual funds are easily bought or sold, giving investors quick access to their money when needed.

Affordability: Many mutual funds have low minimum investment requirements, making them accessible to a diverse group of investors, even those starting with modest sums.

Disadvantages of Mutual Funds

Fees and Expenses: Investors may face management fees and other costs associated with mutual funds, which can eat into overall returns.

Market Risks: Equity mutual funds are vulnerable to market fluctuations, and investors may experience losses during downturns.

Limited Control: When you invest in mutual funds, you entrust your money to fund managers, which means you have limited influence over specific investment decisions.

Taxation on Mutual Funds

Taxation on mutual funds depends on the type of fund and the holding period. For equity funds, long-term capital gains (LTCG) exceeding ₹1 lakh are taxed at 10%. For debt funds, gains are taxed according to your income tax slab for short-term holdings and at 20% with indexation benefits for long-term holdings. Understanding these tax implications is crucial for effective mutual fund investment in India.

Who Should Invest in Mutual Funds?

Mutual funds can be an excellent investment vehicle for various types of investors. They are suitable for:

First-Time Investors: Those looking to start investing without needing extensive knowledge of the stock market.

Long-Term Investors: Individuals seeking capital appreciation over time, especially through equity funds.

Tax-Savvy Investors: Those looking for options like ELSS (Equity Linked Savings Scheme) mutual funds for tax-saving purposes.

Conclusion

Investing in mutual funds offers a pathway to wealth accumulation, especially for those with a long-term outlook. You can build a diversified portfolio tailored to your financial goals with the right choice of funds and the most reliable platform to invest in mutual funds. Always remember to conduct thorough research or consult a financial advisor before making investment decisions. By understanding the various aspects of mutual funds, you can make informed choices that align with your investment strategy.

#mutual funds #Long term Growth

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zfundsofficial · 3 months ago

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Top 10 Mutual Fund Distributor Companies in India

If you are looking forward to joining the best mutual fund distribution network, it's best to go ahead with well-reputed companies. These distributors are mainly in charge of helping investors make informed decisions.

In this article, we will share the top 10 mutual fund distributor companies in India in 2024.

Best Mutual Fund Distributor Companies in India

Here are the best mutual fund distributors in India in 2024:

1. ZFunds Mutual Fund

ZFunds Mutual Fund is one of the fastest-growing mutual fund distributors in 2024. The company offers commissions as high as ₹50,000. Since they are growing rapidly, it can also help you get a comprehensive industry exposure.

ZFunds offers various financial services such as loans against mutual funds, loans against insurance policy, and loans against fixed deposits. Thus, providing a lot of choices for clients to choose from.

2. Sharekhan

Sharekhan is a private firm based in Mumbai with a vast network of over 7,000 partners. The platform offers amazing commissions ranging from 0.75% to 1.5% of AUM. Although the investment amount is quite high, you also get to see high profits within a few months. The distributorship tenure lasts for a lifetime.

3. IIFL Mutual Fund

IIFL Mutual Fund Distributor was founded by Nirmal Jain in 1995. It has grown as a reliable option that has a huge network of over 3,000 AMC distributors. However, the distributorship tenure lasts only 2 years with commissions between 1% to 2% of AUM.

One can start with a minimum office area of 150 sq. ft. and two employees. The company provides free advisory support, webinars, and product training agents. IIFL has a payout time of 30 days, ensuring the financial stability of distributors.

4. Karvy Mutual Fund

Karvy Mutual Fund is another top-notch distributor and advisory brand in India since 1983. The best part about this company is that anyone can start with low investments from ₹0 to ₹40,000. Additionally, having an office space is also optional.

As of now, the company has a small network of about 100 distributors across India. To get started, distributors get support services such as product training and webinars.

5. HDFC Mutual Fund

The HDFC Mutual Fund has a massive network of over 2,000 AMC distributors today. Since the broker already has a good reputation in the market, the distributor company appears like a supportive company. Thus, ensuring that everyone’s money is safe.

It offers great commissions between 1% to 2% of AUM. After every 30 days, you can expect your payout. Additionally, HDFC mutual fund provides webinars, product training, advisory services, and back-office support.

6. NJ Mutual Fund

The NJ Mutual Fund’s distributorship requires a minimum area of 150 to 250 sq. ft. and at least two employees. They offer direct mutual funds without any charges per client acquisition. Since the company has a great network of 5,000 distributors and a strong reputation, it increases your credibility.

7. Bajaj Finserv Mutual Fund

Bajaj Finserv Mutual Fund is also a reputable company with an extensive network of over 1,000 distributors. It also offers lucrative commissions of upto 2%. Therefore, the upfront investment amount of ₹1 Lakh is also reasonable.

8. Prudent Mutual Fund

Prudent Mutual Fund is a prominent mutual fund distributor with over 1,000 distributors in India. The investment amount is quite affordable with a range of ₹25,000 to ₹55,000. Payouts are also made every 30 days. Due to the vast distributor network, the earning potential is high.

9. FundsIndia

FundsIndia mutual fund agency platform with a network of 150+ agents. The platform also offers an attractive opportunity for sub-distribution. The entry cost is only ₹5,000 which makes it very affordable for aspiring mutual fund distributors.

10. SBI Mutual Fund

The SBI Mutual Fund is one of the top mutual fund agent networks in India. It has an extensive network of over 2500 top agents. The company offers commissions up to 2% of AUM. However, the initial investment is also high, starting from ₹1 Lakh with mandatory office expenses ranging between ₹45,000 to ₹60,000.

Conclusion

We've listed down some of the best mutual fund distribution platforms of 2024 here. Most of these companies offer high commissions ranging from 0.6% to 1.5%. Still, the ultimate choice is yours to research and join the best mutual fund distribution network.

#best mutual fund distribution platforms #mutual fund distribution platforms

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tgbsmumbai · 5 months ago

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Why PGDM In Finance From TGBS Is The Right Step For Your Career

Thakur Global Business School boasts a record of 100% placement for the 2021–2023 Finance batch. Every organisation needs a finance sector to manage their funds and investments effectively. With a strong focus on providing industry-relevant skills and knowledge, TGBS ensures that its finance graduates are well-equipped to meet the demands of the corporate world. This high placement rate is a testament to the quality of education and training provided at TGBS, making it a top choice for students looking to pursue a career in finance.

In this blog, we will understand why a Post Graduate Diploma in Finance from TGBS can be the best step for a successful career.

Why pursue a PGDM in Finance from TGBS?

1. Learn from the Experts

Knowledgeable and experienced faculty members at TGBS are outstanding academic and financial experts with a successful track record. Their dedication lies in providing students with a high-quality education and insights that equip them for successful careers in the finance industry.

2. Industry-Based Practical Learning

Learn beyond theoretical textbooks. PGDM in Finance from TGBS gives students an advantage in today's competitive job market through the use of case studies, industrial visits, and live projects with partner financial institutions. These activities beyond textbooks help students get familiar with how the real business world operates.

3. Proven Placement Success

Giants in the Banking and Financial Service industry visit the TGBS campus every year. BFSI leaders including:

HDFC Bank

AnandRathi

Kotak Bank

Bandhan Bank

BNP Paribas

ISS

ICICI Prudential

Nomura

Morningstar

Morgan Stanley

... visit TGBS in search of the right candidate for their multi-million dollar company. Their rigorous curriculum and hands-on training ensure that students are well-equipped to excel in their roles from day one. The strong industry connections and dedicated placement cell at TGBS further contribute to our exceptional placement record.

4. List of Alumni with Successful Careers

TGBS is often referred to as one of the best colleges for PGDM in Finance for the number of successful Finance alumni they have produced. Many Finance graduates from TGBS have been working in good positions in top Indian and international organisations.

5. Industry-Focused Curriculum

TGBS works with industry professionals to design their curriculum, which guarantees that you master the newest ideas in quantitative methods, financial management, and the applications of FinTech and data analysis in the financial sector. It adds to the allure of a PGDM specialisation in Finance. Important topics covered during the PGDM in Finance Management at TGBS include:

Analysis of Financial Statements

Financial Management

International Finance

Aspects of Taxation

Financial Analytics

Corporate Valuation and Restructuring

Commodities Market

Financial Risk Management

6. Emphasis on Soft Skills

80 percent of success in any job is based on your ability to deal with people. Only knowledge and skills regarding finance are not enough. Working in the corporate sector demands skills that can get you out of challenging situations. Being one of the best colleges offering PGDM courses in Finance, TGBS frequently organises guest sessions and workshops where students are taught common soft skills like:

Communication skills

Problem-solving skills

Critical thinking

Team collaboration

Leadership skills

Time management

Mastering these skills can definitely help students excel in their careers amidst competitive job competition.

Conclusion

Thakur Global Business School is one of the best colleges offering PGDM courses in Finance. Their experienced faculty members, industry-oriented learning, proven placement success, annually updated curriculum, and emphasis on soft skills make them an ideal institute for students who want to step into the Finance sector. Their other specialisations also include PGDM in Marketing, HR, and Operations. Visit TGBS to learn more about their admission process, PGDM finance syllabus, fee structure, and hostel facilities.

#Post Graduate Diploma in Finance #best colleges for PGDM in Finance #PGDM in Finance Management #PGDM finance syllabus

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optionperks · 6 months ago

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NSE Market Cap Tops $5 Trillion As Nifty Surges To Record

The National Stock Exchange's market value topped $5 trillion (about Rs 416.57 trillion) as Indian markets rose to a record on Thursday. The surge comes on the back of multiple global and domestic triggers. The benchmark Nifty 50 touched an all-time high of 22,993.60 and the Nifty 500 index reached 21,505.25 levels, indicating that the rally isn��t restricted to large-cap stocks. The jump from $4 trillion to $5 trillion comes in about six months. The top five companies by market value are Reliance Industries Ltd., Tata Consultancy Services Ltd., the private lenders HDFC Bank Ltd. and ICICI Bank Ltd., and Bharti Airtel Ltd. According to Sriram Krishnan, chief business development officer of NSE, the rise in market value "reposes the faith of investors in the Indian economy in the years to come". "NSE, as a market infrastructure institution, will continue to thrive and provide the best-in-class market infrastructure and a robust platform for investors as well as for resource mobilisation for issuers, thereby supporting the important aspect of capital formation in the country," he said. NSE had breached the market cap of $2 trillion in July 2017 and took 46 months to cross the $3-trillion mark. The journey from $3 trillion to $4 trillion took about 30 months. In the past decade, the Nifty 50 gained 13.4%, while domestic mutual fund assets under management delivered a 506% jump from Rs 9.45 lakh crore to Rs 57.26 lakh crore. The constituents of the Nifty 100 index now represent 61% of market capital, as compared with 74.9% of total market capital as of April 2014.

#optionstrategybuilder #optionperks #investing stocks #stock trading #stock market

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swarajfinpro236 · 7 months ago

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Which are the top-performing mutual funds in the last 10 years

Did you know? Recently, the Modi government completed 10 years since it came to power, and on April 09 the BSE Sensex touched its record high of 75,000 points. It was a 3-fold jump from 25,000 points in 2014.

The SIP contribution has also touched its all-time high of Rs. 19,271 crore in March. This shows the investor's confidence in Mutual funds and commitment to disciplined wealth accumulation through regular investment.

Furthermore, the mutual fund industry added 6.8 million investors in FY24 which is 70% more than FY23. With such a large number of unique investors arises the problem of fund selection.

Which is a good fund to do investment or a SIP? It can be a real headache to pick the right scheme with so many options available under each category.

To solve this problem we have come up with the list of best equity funds under multiple categories. So stay tuned and read on.

The top-performing funds are those that have beaten their respective benchmark indices based on their 10-year SIP returns.

Additionally, these funds are also subjected to rolling returns and consistency of performance to select the best of the lot.

So let’s start with Large caps.

The first round of test (10-year SIP returns)

Large Cap Funds

These funds invest in the top 100 companies in terms of market capitalization. Which makes them relatively lower risk.

The benchmark for this category is Nifty 100 TRI which delivered 15.34% over the 10 years. Out of 24 funds, 10 funds managed to beat Nifty 100 TRI.

The top five schemes that delivered 16.69-18.44 returns included: Nippon India Large Cap, ICICI Prudential Bluechip, Baroda BNP Paribas Large Cap, Canara Robeco Bluechip Equity, and Edelweiss Large Cap.

Mid-Cap Funds

These funds invest in mid-sized companies that are ranked between 101 to 250 in terms of market capitalization.

The benchmark for this category is the Nifty Midcap TRI 150. Out of the 21 funds only 5 funds were able to beat the benchmark, so the Midcap category wasn’t much profitable for the investors.

The top five performers included: Quant Midcap, Motilal Oswal Midcap, Edelweiss Midcap, HDFC Midcap Opportunities, and Nippon India Growth.

Small-Cap Funds

One of the most interesting categories that have gotten investors’ attention is the Small caps. These funds invest at least 65% in the companies ranked below 250 in terms of market cap.

The benchmark for this category is Nifty Smallcap TRI 250. Out of the 12 schemes 10 have outperformed the benchmark. The top 5 performers included: Quant, Nippon India, SBI, HDFC, Axis, and Kotak.

Large- & Mid-Cap funds

These funds allocate about 35% to large-cap and mid-cap stocks. 7 funds outperformed their benchmark out of 18 funds. Quant Large & Midcap, Kotak Opportunities, Mirae Asset Large & Midcap, and Bandhan Core Equity were the top performers who beat the Nifty Large Midcap 250 TRI benchmark.

Flexi-cap Funds

As the name suggests, these funds invest across sectors and market capitalizations. Out of the 16 schemes, 8 were able to beat the benchmark.

The top performers who beat the Nifty 500 TRI benchmark included: Quant Flexicap, Parag Parikh Flexi Cap, HDFC Flexi Cap, Franklin India Flexi Cap, and JM Flexicap.

Multi-cap Funds

These funds have to invest 25% across each market capitalization, including large-cap,

mid-cap, and small-cap stocks according to the SEBI mandate. Out of the 10 funds 6 managed to beat the benchmark Nifty 500 TRI.

These included: Quant Active, Nippon India, ICICI Prudential, Baroda BNP Paribas, Invesco India, and Sundaram Multi cap fund.

The second test (The mean 5-year daily rolling returns for 10 years and the funds must have beaten the benchmark 60% of the time)

The Fund choices include

Large-cap - Mirae Asset Large Cap, ICICI Prudential Bluechip, Baroda BNP Paribas Large Cap, Canara Robeco Bluechip Equity, and Edelweiss Large Cap have beaten the benchmark 75% of the time.

Mid-cap - Edelweiss Mid Cap fund, beaten the benchmark 90% of the time.

Small-cap - Axis Small Cap, Nippon Small Cap, and SBI Small Cap have outperformed the benchmark 100% of the time.

Large- & mid-cap - Mirae Asset Large & Midcap, Kotak Equity Opportunities, Canara Robeco Emerging Equities, and Quant Large & Midcap. These funds have beaten the benchmark 75% of the time.

Flexi-cap - Parag Parikh Flexi Cap and Quant Flexi Cap are the best funds apart from JM Flexicap, Canara Robeco Flexi Cap, and Kotak Flexi Cap

Multi-cap - Quant Active, with 100% outperformance, and Invesco India Multicap and ICICI Multicap with 64-65 percent outperformance.

These funds can be considered for long-term SIP. But you should consult a financial expert before doing investments. This research was done by ACE MF as of April 10th. For more such insightful blogs, do visit our website Swaraj Finpro

#best mutual fund distributor #mutual fund distributor in india #p2p services #top mutual fund distributor #best sip provider #animals #personal financial planning in jabalpur #mutual fund expert in jabalpur #Mutual Fund Distributor

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tradingnew01 · 11 months ago

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Strategies for Long-Term Wealth Building: Combining Large Cap and Multicap Mutual Funds

Building long-term wealth requires a smart investment strategy that balances risk and return. Many investors make the mistake of chasing quick profits by trading frequently or gambling on speculative assets. However, the tried and tested way to create lasting wealth is through disciplined investing in mutual funds. This allows you to harness the power of compounding returns over time.

One effective approach is to combine best large cap and best multicap mutual funds in your portfolio. Large cap funds invest predominantly in established companies with a market capitalization over Rs 20,000 crore. These firms tend to be mature, stable and less volatile. Investing in large caps provides lower risk compared to small and mid-caps. Multicap funds offer the best of both worlds - they invest across companies of all sizes, allowing participation in the growth of small and mid-caps along with the stability of large caps.

Here are some tips to combine these fund categories for long-term wealth creation:

Allocate 60-70% of your mutual fund portfolio to large cap mutual funds. Choose 1-2 diversified large cap funds like HDFC Top 100 or Kotak Bluechip Fund with a strong long-term track record. This forms the core of your portfolio providing stability.

Invest 20-30% in multicap funds like Axis Growth Opportunities Fund or Mirae Asset Large Cap Fund. Due to the flexibility to invest across market caps, these funds can better navigate market cycles and have the potential for higher returns.

Rebalance periodically based on market conditions. For instance, increase allocation to large caps during market downturns to limit losses and boost multicap share in bull runs to capture growth.

Stay invested for long periods. Don't attempt to time the market or make changes too frequently. Maintaining discipline allows compounding to work its magic.

Avoid overlapping funds with similar styles and stocks. Diversify across sectors and market caps through meticulous fund selection.

Limit portfolio to 4-5 funds for better management. Don't over-diversify in search of marginal gains.

Utilize SIPs and STPs to invest regularly in a phased manner. This evens out market volatility and instils investment discipline.

Keep realistic return expectations of 12-15% CAGR over the long run. Have patience as wealth building is a marathon, not a sprint.

Straddling large cap and multicap, both mutual funds can provide an optimal balance of stability and growth for long-term investors. Maintain portfolio discipline, rebalance periodically and give time to compounding to create lasting wealth.

#LargeCapFunds #BlueChipFunds #TopLargeCapMFs #LargeCapEquity #GrowthStockFunds #MultiCapFunds #DiversifiedFunds #BestMultiCapMFs #FlexiCapFunds #AllCapFunds

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investmutualfundsindia · 1 year ago

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HDFC Top 100 Fund

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seosamco · 1 year ago

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NIFTY 50 was 12.47% up last year. Where do you stand?

Since 2014, Nifty 50, the flagship index of NSE, has provided Indian investors with substantial wealth, increasing their net worth by 2.5X. As per reports, the value of Nifty 50 has doubled in 9 years with FIIs (foreign institutional investors) purchasing $49.21 billion worth of Indian equities and domestic institutions pouring in a whopping ₹7 lakh crore. This performance has been backed by India becoming one of the fastest-growing economies in the world.

The prevalent investor sentiment on the future performance of the Indian stock market is bullish, making investing in Nifty 50 a lucrative opportunity. There are multiple ways to invest in Nifty 50, including direct indexing, ETF (exchange-traded funds), index mutual funds, etc. So, is it a good time to start investing in this index?

The following sections will provide all the information you need to decide your stance.

A Brief Overview of the Nifty 50 Index

Nifty 50 is a benchmark index of the Indian stock market on the National Stock Exchange (NSE). It represents the top 50 companies listed on the exchange in terms of their free-float market capitalisation. In simple words, it represents a basket of the 50 largest companies in India.

The Nifty 50 index is the most frequently referenced indicator of the Indian stock market along with BSE Sensex, which represents the top 30 companies of the Bombay Stock Exchange (BSE). As it represents the largest and most reputable companies in India, it also reflects the state of our country’s economy. Therefore, any movement of this index reflects changes in the broader market.

The index can be used for various purposes such as benchmarking portfolios, operating index funds and other structured products and understanding Indian market conditions.

The stocks listed on Nifty 50 altogether account for 65% of the free-float market cap of all securities listed on Indian exchanges. In other words, market liquidity is highly concentrated in the top 50 stocks listed on the NSE.

Some of the renowned companies listed on Nifty 50 are Reliance Industries Ltd, HDFC Bank Ltd, ICICI Bank Ltd, Infosys, ITC, TCS, etc.

How Are Stocks Selected for the Nifty 50 Index?

Only stocks listed on Nifty 100 are eligible to be listed in Nifty 50. However, there are a set of eligibility criteria that these stocks need to fulfil to be added to the index. Here is a brief overview of these parameters:

Listed Stocks: A company can be listed on Nifty 50 if it is listed on NSE and has a listing history of at least 6 months. In addition, its share must be tradable in the futures and options segment of the NSE.

Basic Construct: Only free-float shares are allowed to be listed on the Nifty 50 index. The average free-float market cap of a Nifty 50 stock needs to be a minimum of 1.5 times the average free-float market cap of the smallest listed company on the Nifty 100.

Liquidity: These stocks must have high liquidity and always be available for trading. A Nifty 50 stock needs to have been 100% tradable for six months as of its latest review.

Index Weightage: Every stock in Nifty 50 does not have the same weightage. Instead, companies ranked higher on the index carry higher weightage due to their larger market share. For instance, HDFC Bank Ltd which has a higher market cap than ICICI Bank Ltd also carries higher weightage as of data from March 2023.

Reviewing and Balancing: Nifty 50 is reviewed by a professional team led by the Board of Directors of NSE Indices Limited. Based on this review, the index is rebalanced on January 31 and July 31 of every year based on the average six months’ data of stocks.

Returns from the Nifty 50 Index

In 2023, India’s equity markets have been performing favourably compared to its emerging market peers. So far, Nifty 50 has followed the market trend by making net gains of 3% in May, 4% in April and 7% since March. The index hit its all-time high of 18,887.60 in December 2022 and as of the latest data, it’s just 50 points away from it.

So, how has this performance affected the returns of Nifty 50?

As of June 19, 2023, Nifty 50 has achieved 22.18% gains over one year and 73.31% gains over the last five years, approximately. This means if an investor had invested ₹1,00,000 in the index over a year, he/she would have made ₹22,180 in profits. Over a 5-year investment tenure, he/she would have made ₹73,310 in profits.

Historically, there have been times when the index has given low and even negative returns. But on average, the Nifty 50 has risen considerably, delivering an average of 12.53% annualised returns over the last decade.

Benefits of Investing in Nifty 50

Here are some of the advantages of investing in Nifty 50 stocks directly or via index funds:

Diversification: Whether you invest in index funds or track the index yourself, you will get to invest in many stocks. Nifty 50 includes stocks from 14 different sectors, allowing you to diversify your portfolio across India’s top-performing companies. Hence, losses from a single stock or a sector will not affect your portfolio much.

Low Entry Barrier: Index funds and ETFs allow you to gain exposure to the Indian market with a small amount of money. You can start investing in a Nifty 50 fund with a sum as little as ₹100/month via an SIP (Systematic Investment Plan).

Returns Potential: When tracking Nifty 50, you get returns that reflect the value of the index. Investing in a passive way allows you to get good returns without taking on the additional risks of picking the right stocks. This makes Nifty 50 investments ideal for the long term.

No Investment Biases: A great advantage of investing in the index is that it eliminates human biases that affect investment returns. Passive investments follow an automated methodology that has been proven to be efficient.

While index investments are ideal for beginners with moderate risk appetite, other investors do prefer active investment and trading strategies.

Limitations of Investing in the Nifty 50

Here are some of the limitations of investing in the Nifty 50 index:

Sectoral Concentration: Over the years, the Indian stock market has become highly concentrated. Today, 80% of all capital invested in NSE belongs to the top 5 sectors- financial services, IT, oil and gas, FMCG and automobiles. There is also plenty of concentration at the stock level; the top 5 stocks represent 40% of Nifty.

Lack of Flexibility: When you invest in Nifty 50 funds or ETFs, you cannot make changes to the portfolio to account for recent developments in the markets. Similarly, you cannot reduce your potential losses.

Inability to Generate Alpha: Passive investments work on the principle that markets are efficient and thus, value stock prices fairly. However, in reality, many stocks are not valued fairly, creating opportunities for active investors and traders. But, passive traders face the brunt end of it.

How Samco Can Help to Ace the Index

Many traders do not have the tools to actively measure their portfolio returns against a benchmark. The New-Gen Samco App allows you to create your own personal index and improve your performance by beating the market. It provides personalised market insights and professional assistance to help you achieve your financial goals.

Here are some of the features of Samco’s advanced trading and investment platform:

Personal Index: Create a personal index for your portfolio and track it using Samco.

Net Worth Tracker: Watch as your net worth grows and compare it with other Samco users

Social Sharing: Share the results of MyIndex and Net Worth with your friends.

Peer Comparison Tracker: You can also compare your Personal Index performance with other Samco users.

Star Fund Manager: Use this to compare your portfolio and trading performance against fund managers operating funds over ₹20 crore.

Trading Style Analysis: Understand your trading style category and view your traded turnover and work on improvements.

Thousands of investors and traders have taken the pledge to ace the index. Do you want to outperform the market as well?

How Can You Invest in Nifty 50 Stocks?

The following are the different ways to invest in the Nifty 50 index:

Direct Stock Investments

In this option, you check the index and invest in all the stocks directly as per their weightage. This means that you will have to monitor and rebalance your portfolio daily as per changes in Nifty 50. This method provides the advantage of being in direct control of your portfolio and avoiding fund management fees. However, it is time-consuming and complex.

Via Derivatives

Another way to invest in the Nifty 50 index is through derivatives such as futures and options. These are financial contracts where the underlying asset is an index. Advanced traders with high-risk appetites can speculate or hedge on the upward/downward movement of the Nifty 50 using derivative contracts.

Via ETFs

Exchange Traded Funds (ETFs) are like mutual funds as they pool money from multiple investors and invest in a basket of stocks. However, unlike mutual funds, you can buy or sell index ETFs on the stock exchange during trading hours. A Nifty 50 ETF tracks the performance of the listed stocks and generates similar returns.

Index Funds

Index funds are equity mutual funds that invest in securities listed on their respective benchmark indices. These are professionally managed by a fund manager who monitors the portfolio on your behalf. You can invest in Nifty 50 index funds at a very low cost.

However, index funds carry some limitations. You cannot directly sell your investment and you have to pay an expense ratio and an exit load to the fund house.

Conclusion

An index like Nifty 50 is perfectly suitable for first-time investors and acts as their stepping stone in the world of investing. They offer a cheap way to take broad-market exposure and get returns in line with the Indian stock market.

Although this index is volatile in the short term, it has a history of delivering good returns in the long run. Advanced traders and investors can try out various strategies to ace the index, but that requires knowledge, patience and the willingness to take high risks. So what are you waiting for? Join Samco today and start your stock market journey with confidence. Click here to open your free Demat account with Samco now.

#nifty 50 today #invest in nifty 50 #benefits of investing in nifty 50 #how to invest in nifty 50

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hmatrading · 2 years ago

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The 10 Best Mobile Trading Apps in India by 2023

Mobile trading apps have become a popular way to invest on the Indian share market. They are convenient and easy to use. Stock trading apps allow you to buy and sell stocks on your smartphone by searching nifty bees share price, iifl share price, angel broking share price, gold bees share price, angel broking share, iifl securities share price and more.

On your way to work, you can complete the trades.

Download probo trading apps or other apps to access the platform quickly, make a trade, and get news and alerts, or stream streaming videos.

Please note that you need to have a Demat & Trading account in order to use the trading application of your stockbroker. You need the Zerodha Demat & Trading App to use Zerodha's trading app.

Here is a list of the top trading apps for India in 2023.

The list was created using user ratings and trading experiences from app stores, broker sites and various forums.

Zerodha Kite is the best for all traders

5paisa is the best known for its ease of use.

Upstox is great for performance and speed

Edelweiss is great for biometric single-touch login

Angel Broking - Best full-service broker

HDFC Securities: Invest in multiple assets at once with HDFC Securities

IIFL Markets is the best app for stock market reports.

Motilal oswal is a great option for investing using algo-based algorithms

Sharekhan is a great app for trading academy courses

Stock Notes - Perfect for AI-based tools

The Benefits of Trading Apps

· Orders can be placed quickly and with minimal effort.

· Fast order execution & 24x7 access to the market

· Smooth online account opening process

· Real-time updates on the market and portfolio overview

· Instant notifications and price alerts on the go

· Transfer of funds with security

· Easy Mutual Fund & IPO application

Best trading app in India for beginners 2023

1. Zerodha Kite Mobile Trading App Review

Zerodha Kite, one of India's most advanced mobile trading apps in India with an easy-to-understand interface for beginners and no brokerage. zerodha account opening process very simple and easy to do anyone.

All trading tools are available, including Chart IQ which provides real-time trend and price information.

Kite mobile trading is a miniaturized version of Zerodha’s Kite trading platforms, which are the best trading platforms for all discount brokers. zerodha calculator is find out the brokkerage charges and other extra charges.

You can access console reports that will help you to know what the experts think about probo trading, and to strategize accordingly.

2. 5 Paisa App Review

The 5 Paisa trading app for mobile is the best in India. It allows you to place orders with just one click. Technical analysis is possible with advanced charts that offer a variety of studies and drawing capabilities.

The app allows you to access 5 Paisa products such as Smart Investor, Screeners, Senibull, and Small Cases while trading.

The app allows you to invest in mutual funds directly, purchase digital gold, insurance, and personal loans.

3. Review of UpStox Mobile Trading App

UpStox Pro helps you trade in shares, equity derivatives, and currency F&O. You can trade directly from charts by using the "Trade from Charts" (TFC).

Upstox Trading App provides advance charts with multiple intervals, drawing styles and types. You can use 100+ technical indicators to trade in real time.

App has a simple, intuitive and clutter-free look.

You can also create your own watchlist and receive live market feeds. Set an unlimited number price alerts.

The app allows you to switch between night and day modes for better visibility. Downloading the Upstox Pro trading app for mobile is free. No Hidden Charges you can calculate through upstox calculator.

UpStox charges Rs. UpStox charges Rs. The transaction fee is Rs. You can open your account instantly and without paper.

4. Nuvama Wealth (Earlier Edelweiss) Mobile Trading App Review

Nuvama, the trading app that was formerly Edelweiss, has an easy fingerprint login. You can access research while trading.

This app provides real-time streaming prices of stocks and tick by click charts that keep you up to date and allow instantaneous market analysis.

You can create a "preset custom watchlist" based upon your chosen filters and Sensex Tracker in order to identify trading opportunities.

You can also invest in mutual funds using the app.

5. Angel One App Review

Angel One offers 40 technical charts indicators and overlays to aid in technical analysis and trading. The Angel's ARQ portfolio tool is integrated into the app.

App has a simple and intuitive interface.

The app allows you to access the last ten transactions of Ledger, Funds or DP reports.

6. HDFC Securities Mobile Trading App Review

HDFC Trading App has a biometric login that uses fingerprint and facial recognition. You can buy and sell from your watchlist.

HDFC Trading App offers real-time intraday charts and instant access trending investment ideas.

The app allows you to invest in gold, NCDs and derivatives in addition to trading in stocks and derivatives. The app also has a chat function with support staff to quickly resolve issues.

There are some negative reviews about login issues

7. IIFL Markets Mobile Trading Review

IIFL Market offers you expert research and tips on more than 500 stocks, when you trade via their mobile app. You can create up to 50 scrips per list.

To better manage the portfolio, this app provides intelligent dual-stock-watch across multiple segments (equity and F&O, currency, commodities, and currencies).

You can also invest in IPOs and OFSs (Offer for sale) via the app.

8. MO Investor Mobile Trading app by Motilal oswal

The Motilal-Oswal (MO), Investor App integrates ACE, an algorithm based investment strategy.

This app allows you to place multiple orders with just one click.

Charts can be displayed for any time period (from 1 minute to 5 years). You only have 9 technical indicators to analyze charts.

The app is easy to use and offers the option to invest in mutual funds or buy gold.

There are reports of the charts loading slowly and prices not being updated in real time.

9. Kotak Stock Trader Mobile App Review

Kotak Stock Trader app allows you to diversify your portfolio of investments by allowing you invest in IPOs, Mutual Funds ETFs and Bonds. kotak securities login.

Charting tools allow you to create a custom watchlist, and keep track of markets in real time. You can actually sell from the position's view page.

Apple's app store, however, has a rating of 2.9 and there have been reviews about customers being automatically logged out.

10. Sharekhan Mobile Trading App Review

The Sharekhan Trading App helps you to trade intelligently by providing live charts with multiple timeframes (1 minute up to 1 year).

App has a pattern identifier for finding new trading ideas. The Sharekhan Online Trading Academy courses are available directly from the app.

The app is designed in black and white to enhance the viewing and trading experience. You can stay logged in after closing the application. Sharekhan Refer & Earn Demat Account Earn ₹400 for every referred friend who generates ₹40

There are some customer reviews (complaints) stating that the app requires frequent password changes.