Best Mutual Funds for Women Investors 2024 – Equity, ELSS, Mid Cap, Liquid Funds
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Are you looking for Top Mutual Funds for Women Investors? Check Best Mutual Funds under various categories for investment. Compare on the basis ✓ Ratings ✓ Annual Returns ✓ SIP Returns ✓ Lifetime Return etc.Why Investment for Women are Helpful in Longterm?
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.
Our Mutual Fund Experts will help you to achieve your goal by investing in Mutual Fund.
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PRODUCT NAME
CATEGORY
1 YR (%)
3 YR (%)
5 YR (%)
FUND VALUE OF RS 10,000 INVESTED PER MONTH
(5 Years)
KOTAK STANDARD MULTICAP FUND – REGULAR – GROWTH
EQUITY
13.81
16.00
24.57
1082248 /-
MIRAE ASSET EMERGING BLUECHIP FUND – GROWTH
EQUITY
14.01
20.03
35.05
1377355 /-
CANARA ROBECO EMERGING EQUITIES – GROWTH
EQUITY
15.98
18.68
35.55
1393005 /-
ADITYA BIRLA SUN LIFE SMALL CAP FUND – GROWTH
EQUITY
5.05
16.71
29.40
1210468 /-
ADITYA BIRLA SUN LIFE EQUITY HYBRID 95 FUND – GROWTH
EQUITY
7.36
12.15
19.51
960958 /-
*
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)
ADITYA BIRLA SUN LIFE MEDIUM TERM PLAN – REGULAR – GROWTH
DEBT
5.06
8.22
9.75
761002 /-
FRANKLIN INDIA SHORT TERM INCOME PLAN – GROWTH
DEBT
6.68
8.18
9.63
758795 /-
DSP CREDIT RISK FUND – REGULAR PLAN – GROWTH
DEBT
4.53
7.81
9.15
750051 /-
ADITYA BIRLA SUN LIFE SHORT TERM OPPORTUNITIES FUND – REGULAR – GROWTH
DEBT
4.25
7.54
9.00
747320 /-
UTI CREDIT RISK FUND – GROWTH
DEBT
4.96
7.77
9.23
751492 /-
KOTAK CREDIT RISK FUND – REGULAR – GROWTH
DEBT
5.37
8.00
9.24
751681 /-
L&T CREDIT RISK FUND – GROWTH
DEBT
4.86
7.88
9.35
753671 /-
*
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)
ADITYA BIRLA SUN LIFE LOW DURATION FUND – REGULAR – GROWTH
DEBT
6.00
7.26
8.06
730516 /-
SBI SAVINGS FUND – GROWTH
DEBT
6.09
7.22
7.94
728376 /-
ICICI PRUDENTIAL FLOATING INTEREST FUND – GROWTH
DEBT
5.73
7.49
8.22
733353 /-
UTI ULTRA SHORT TERM FUND – GROWTH
DEBT
6.33
7.55
8.23
733513 /-
KOTAK LOW DURATION FUND – STANDARD – GROWTH
DEBT
6.67
7.94
8.51
738510 /-
*
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)
MOTILAL OSWAL LONG TERM EQUITY FUND – REGULAR – GROWTH
EQUITY
8.58
18.57
–
–
MIRAE ASSET TAX SAVER FUND – REGULAR – GROWTH
EQUITY
17.51
–
–
–
INVESCO INDIA TAX PLAN – GROWTH
EQUITY
21.88
15.39
25.29
1100558 /-
FRANKLIN INDIA TAXSHIELD – GROWTH
EQUITY
12.38
11.56
22.15
1022632 /-
*
Compounded Annualized Returns
Women investors are always interested in safe earnings, So its better if they can invest in tax saving funds which offer higher returns than other as well as it save income tax to an extent. So investing in tax savings funds are good options.
If you don’t want to invest for longer period like 3 years / 5 years in tax saving funds then you can go with Short term funds which gives higher returns than saving accounts, recurring deposits or fixed deposits.
If women wants to invest for longer period than Equity Funds are the best bet for investment with medium risk. It helps in creation of wealth over the long period of time. You can start with small amount and when you have enough income than gradually increase the investment.
In last, If you are interested in saving income tax than ELSS funds are the best option. ELSS Funds save income tax under Section 80C and along with tax saving it also helps in growth of the money. It offer flexibility in investment under lump-sum amount and monthly sips.
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* Mutual fund investments are subject to market risks. Please read the scheme information and other related documents before investing.
