Table of Contents
What is the average return of Nifty BeES?
Returns (NAV as on 13th December, 2021)
Period Invested for | ₹10000 Invested on | Category Avg |
---|---|---|
YTD | 01-Jan-21 | 24.06\% |
1 Year | 11-Dec-20 | 27.49\% |
2 Year | 13-Dec-19 | 20.35\% |
3 Year | 13-Dec-18 | 16.29\% |
Is buying Nifty BeES a good investment?
Also, investing in Nifty BeEs is very economical as the expenses are limited to 0.8\%. Since it replicates S&P CNX Nifty, the investment portfolio is known to the investors, making it a very transparent form of investment. It trades on the NSE and hence is very convenient to buy and sell, and it is also very liquid.
How much should I invest in Nifty BeES?
Nifty BeES is Economical: Nifty BeES is a no load scheme. The annual expense ratio including management fees is a maximum of 0.80\% of the Daily Average Net Assets, which is one of the lowest for any mutual fund scheme in India. The costs reduce further to 0.65\%, for assets over Rs. 500 crore.
How is Nifty BeES calculated?
Each Nifty BeES unit is 1/10th of the S&P CNX Nifty Index value. Nifty BeES is a no load scheme. The annual expense ratio including management fees is a maximum of 0.80\% of the Daily Average Net Assets, which is one of the lowest for any mutual fund scheme in India.
Is a 10\% return good?
Expectations for return from the stock market Most investors would view an average annual rate of return of 10\% or more as a good ROI for long-term investments in the stock market. However, keep in mind that this is an average. Some years will deliver lower returns — perhaps even negative returns.
Does Niftybees give dividend?
Nippon India ETF Nifty BeES has not declared any dividend for the last several years. As per the Profit & Loss account.
Should you invest Rs 5000 per month for 20-30 years?
There is absolutely no need to keep investing just the originally decided amount of Rs 5000 per month for 20-30 years. Your income would increase every year. So your investments too should increase accordingly. Isn’t it? Just imagine what would happen if you decide to go for a Step Up SIP? An SIP that increases every year in line with your income.
How much should I invest in SIP for 10 years?
And just notice this – If you invest Rs. 5000 per month via SIP for 10 years, you are actually just investing about Rs 6 lakh. But return you are getting is around Rs 12 lakh. It is double of what you originally invested over the 10-year period. And the longer you keep investing, the better the returns get!
How to build Rs 1 crore by investing Rs 5000 monthly?
Did you know that by investing just Rs 5000 every month in equity mutual funds through a monthly Systematic Investment Plan (SIP) can create a corpus of Rs 1 crore in 15-20 years? This might seem surprising. But you can easily accumulate Rs 1 Crore by investing just Rs 5000 Monthly.
What is the difference between a 10\% and 20\% return on investment?
It may seem strange that the difference between a 10\% return on investment ( ROI) and a 20\% return is 6,010 times as much money, but it’s the nature of compound growth. A further example is shown in the chart below. What Is a Good Rate of Return?