The Mu. The assets raised by the funds to investors have gone from Rs 1 lakh to Rs 2.3 lakh in 5 years


Mutual Fund Investment Tips: Mu. Before investing in a fund, the investor usually sees the first look of the fund. Focuses on the fund’s return if required. But one thing that is very important here is how much will be charged for investing in the fund in the end?

This is determined by the expense ratio. The expense ratio of a fund determines the cost of investing in a fund. Having a high or low expense ratio also has a direct effect on your return. This is why experts always advise that before choosing any fund, you need to know its expense ratio. We have some such mu. The fund has given information that the cost of investment is low and the return is high.

Miraye Asset Emerging Bluechip Fund

  • Expense ratio: 0.74% (November 30, 2020)
  • 5 year return: 18%
  • 7 year return: 26%
  • Investment value of Rs 1 lakh in 5 years: Rs 2.33 lakh
  • Value of 10,000 monthly SIPs in 5 years: Rs. 9.42 lakhs
  • Assets: 13,405 crore (November 30, 2020)
  • Risk: Less than average

SBI Smallcap Fund

  • Expense ratio: 0.90% (November 30, 2020)
  • 5 year return: 17.69%
  • 7 year return: 28.96%
  • Value of 1 lakh investment in 5 years: Rs. 2.25 lakhs
  • Value of 10,000 monthly SIPs in 5 years: Rs. 9.52 lakhs
  • Assets: 6202 crore (November 30, 2020)
  • Risk: Average

Axis Foxed 25 Fund

  • Expense ratio: 0.66% (November 30, 2020)
  • 5 year return: 17.61%
  • 7 year return: 18.77%
  • Value of 1 lakh investment in 5 years: Rs. 2.25 lakhs
  • Value of 10,000 monthly SIPs in 5 years: Rs. 9.43 lakhs
  • Assets: 13,359 crore (November 30, 2020)
  • Risk: below average

Canara Robeco Bluechip Equity Fund

  • Expense ratio: 0.82% (November 30, 2020)
  • 5 year return: 15.52%
  • 7 year return: 16.22%
  • Value of 1 lakh investment in 5 years: Rs. 2.06 lakhs
  • Value of 10,000 monthly SIPs in 5 years: Rs. 9.24 lakhs
  • Assets: 1122 Crores (November 30, 2020)
  • Risk: Less

Expense Ratio: Funds cheap or expensive

If you have chosen a fund with an expense ratio of 1.5%, you have an investment of Rs 50,000. This means that you have to pay Rs. 750 per annum for the management of this fund. If the fund has given a total return of 14% during the year, then in fact you have got only 12.5% ​​return.



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