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Lumpsum investment for five year?

Can I get a suggestion for lumpsum investment of one lakh with 5 years view?

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2 Approved Answers

Vaneet

Large cap funds are best when it comes Lumpsum investment for a longer period (in your case 5 years).

Reason:

  • Investment in large cap funds is safe. Large cap funds invests in big, well established reputed companies
  • Good stable and sustainable returns over a period of time
  • High liquidity

As you are looking to invest one lakh for five years, you should consider a rather safe investment. You can consider the following large cap funds:

These funds have performed considerable well in the past. But when it comes to mutual funds, their is always some risk and you must take due diligence before investing.

For list of large cap funds click here.

Also read this blog for more information on investing a lump sum amount.

Pijush Kanti Biswas

For investing a lumpsum amount over 5 year, which is a long term investment plan, large cap funds are best option.

Reason being:

  • In large cap fund, a large portion of investment is done in companies with large market capitalization. Large cap are big, well established companies of the equity market. These companies are strong, reputable and trustworthy.
  • Investment in large cap fund is best suited for investors with low risk appetite and for investment of lumpsum amount.
  • Provide good stability in returns on investment for longer duration investments. For large-cap funds, you can expect to get returns in the range of 12-15%,
  • Liquidity of shares of large cap fund is very high because they are reputed, mature and firmly established players in the market.
  • They are highly followed in stock market and usually tapped by institutional investors.

Some examples of popular large cap Funds for 2017:

Always remember, there is no guaranteed return on investment in mutual and it’s all depend on market. The figure mentioned above are based on historical data observed.

Happy Investing!

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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