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INVESTGURU GUIDE
Best Mutual Funds for Women Investors
It is a welcome change to see women, whether working or housewives, actively managing their finances. Women now a days are planning their investments to meet future financial goals, whether for own self or for their family, in a structured manner.

Because of the hectic work schedules, jobs requiring travelling, excessive school work of kids and other household chores, women are looking for professional advice and services which could guide and support them to make the right investment decisions and can also provide them prompt services, when needed.

To meet these needs, Investguru has created this section specifically for women investors with information to fulfil their financial objectives. You may consider investing in below mentioned funds depending upon your goal and time horizon of your investment.

To invest in mutual funds, please feel free to talk to us on +919910423232 or write to us at info@investguru.in mentioning your investment needs.

Important Note : The minimum investment required in a fund is Rs.1000/- per month only.
Mutual Funds for Wealth creation over Long Term
(Suitable for a period of 5 years and more for attractive returns with medium risk)

The equity based funds are ideal investment option for long term growth with medium risk. Women investors looking for wealth creation over long term may invest in these funds. One can start with small amounts and after having some experience, one can further increase the investments.


      Product Name CATEGORY 1 Yr (%) 3 Yr (%) 5 Yr (%) FUND VALUE OF RS 10,000 INVESTED PER MONTH
(5 Years)
CALC
KOTAK SELECT FOCUS FUND - REGULAR - GROWTH Equity 22.43 17.12 22.17 1023117 /-
Calculate..
MIRAE ASSET EMERGING BLUECHIP FUND - GROWTH Equity 31.34 24.15 31.89 1281672 /-
Calculate..
CANARA ROBECO EMERGING EQUITIES - GROWTH Equity 30.06 21.82 30.05 1228726 /-
Calculate..
ADITYA BIRLA SUN LIFE SMALL & MIDCAP FUND - GROWTH Equity 27.13 22.70 26.83 1140673 /-
Calculate..
HDFC BALANCED FUND - GROWTH Equity 18.29 13.43 19.13 952372 /-
Calculate..
ADITYA BIRLA SUN LIFE BALANCED 95 - GROWTH Equity 16.32 14.34 18.42 936505 /-
Calculate..
* Compounded Annualized Returns


Mutual Funds for Fixed Returns over Medium Term
(Suitable for a period of 3 years for safe, consistent and tax efficient returns)

The funds listed below invest their money in debt. No investment is made in shares therefore, there is no impact of market volatility on these funds. Women investors interested in earning safe, consistent and tax efficient returns higher than that of a fixed deposit should consider investing in these funds.


      Product Name CATEGORY 1 Yr (%) 3 Yr (%) 5 Yr (%) FUND VALUE OF RS 10,000 INVESTED PER MONTH
(5 Years)
CALC
ADITYA BIRLA SUN LIFE MEDIUM TERM PLAN - REGULAR - GROWTH Debt 8.85 10.22 10.29 770982 /-
Calculate..
FRANKLIN INDIA SHORT TERM INCOME PLAN - GROWTH Debt 10.34 9.65 9.65 759155 /-
Calculate..
DSP BLACKROCK INCOME OPPORTUNITIES FUND - REGULAR PLAN - GROWTH Debt 8.38 9.84 9.43 755144 /-
Calculate..
UTI INCOME OPPORTUNITIES FUND - GROWTH Debt 8.73 9.57 - -
Calculate..
KOTAK INCOME OPPORTUNITIES FUND - REGULAR - GROWTH Debt 8.24 9.52 9.25 751870 /-
Calculate..
L&T INCOME OPPORTUNITIES FUND - GROWTH Debt 8.92 9.81 9.04 748049 /-
Calculate..
* Compounded Annualized Returns


Mutual Funds for Savings/Emergency Needs over Short Term
(Suitable for a period of few months to few years for safe returns, higher than that of a savings account)

Women investors who keep their money in savings account, recurring deposit or fixed deposits should invest in these funds with the benefits to earn higher returns, safety, flexibility of additional investment and anytime withdrawal.


      Product Name CATEGORY 1 Yr (%) 3 Yr (%) 5 Yr (%) FUND VALUE OF RS 10,000 INVESTED PER MONTH
(5 Years)
CALC
ADITYA BIRLA SUN LIFE CASH MANAGER - REGULAR - GROWTH Debt 7.27 8.09 8.37 736018 /-
Calculate..
SBI SAVINGS FUND - GROWTH Debt 7.09 8.03 8.45 737448 /-
Calculate..
ICICI PRUDENTIAL SAVINGS FUND - GROWTH Debt 8.00 8.44 8.72 742271 /-
Calculate..
UTI FLOATING RATE FUND - STP - GROWTH Debt 7.53 8.36 8.71 742107 /-
Calculate..
KOTAK LOW DURATION FUND - STANDARD - GROWTH Debt 8.00 9.06 8.59 739947 /-
Calculate..
* Compounded Annualized Returns


Mutual Funds for Tax Savings under section 80C
(ELSS Funds with 3 year lock-in period, high growth with high/medium risk)

Women investors who need to save tax should consider below listed ELSS funds for tax savings under Section 80C and for growth of their money. These funds offer flexibility to invest money on monthly or lumpsum basis.


      Product Name CATEGORY 1 Yr (%) 3 Yr (%) 5 Yr (%) FUND VALUE OF RS 10,000 INVESTED PER MONTH
(5 Years)
CALC
MIRAE ASSET TAX SAVER FUND - REGULAR - GROWTH Equity 32.28 - - -
Calculate..
INVESCO INDIA TAX PLAN - GROWTH Equity 17.58 13.60 20.49 983450 /-
Calculate..
FRANKLIN INDIA TAXSHIELD - GROWTH Equity 13.81 13.13 19.35 957340 /-
Calculate..
* Compounded Annualized Returns
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Risk Factor : All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.
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