Question 1

How are returns generated on mutual funds??

Accepted Answer

When you invest in mutual funds, you can earn in two different ways - through dividends and capital gains. The funds that were invested in stocks provide dividends based on their market earnings.

Question 2

How would I know how much return will I get?

Accepted Answer

Return on mutual fund depends upon on several factors such as objective, risk-tolerance, period of investment and lastly the type of fund invested in. You can also use the mutual fund calculator tool provided on MYSIPONLINE.

Question 3

Which mutual fund is tax free?

Accepted Answer

Every mutual fund is taxable except ELSS funds that allows investors to claim the deduction of 80c while filling returns in the income tax. That helps in saving some taxes depending upon the amount of money claimed in the sec 80c.

Question 4

What is the difference between yield and return in mutual funds?

Accepted Answer

Yield is the amount that dividend money earns during a time period, usually reflected as a percentage. Return is the gain value of how much an investment earns or loses over time, reflected for different holding period of investments.

Question 5

How are the returns of NAVI US TOTAL STOCK MARKET FUND OF FUND - REGULAR PLAN GROWTH?

Accepted Answer

Returns of NAVI US TOTAL STOCK MARKET FUND OF FUND - REGULAR PLAN GROWTH

• 6 month - 29.46%

• 1 year - 26.7%

• 3 year - 23.87%

• 5 year - 0%

Period	1W	1M	3M	6M
This Fund	1.57%	2.11%	9.47%	29.46%
Category Average	0.05%	2.97%	21.98%	26.89%
Benchmark Returns	-	-	-	-

Period	1Y	2Y	3Y	5Y
This Fund	₹70,70230.00%	₹157,76825.52%	₹270,04925.08%	₹300,0000.00%
Category Average	₹78,50148.84%	₹182,13938.39%	₹303,70531.95%	₹477,24817.20%
Benchmark Returns	₹60,000NaN%	₹120,000NaN%	₹180,000NaN%	₹300,000NaN%

NAVI US TOTAL STOCK MARKET FUND OF FUND - REGULAR PLAN GROWTH - Return Analysis

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