Which is the best mutual fund in the Philippines?
| Index Fund | Type | ROI (YOY) |
|---|---|---|
| BPI Invest Philippine Infrastructure Equity Index Fund | UITF | 50.25% |
| First Metro Save and Learn Philippine Index Fund | Mutual Fund | 13.53% |
| Philequity MSCI Philippine Index Fund | Mutual Fund | 10.50% |
| Philequity PSE Index Fund | Mutual Fund | 8.57% |
- ICICI Prudential Focused Bluechip Equity Fund.
- Aditya Birla Sun Life Small & Midcap Fund.
- Tata Equity PE Fund.
- HDFC Monthly Income Plan – MTP.
- L&T Tax Advantage Fund.
- SBI Nifty Index Fund.
- Kotak Corporate Bond Fund.
- Canara Robeco Gilt PGS.
| COMPANY NAME | NAV PER SHARE (PHP) | ONE YEAR RETURN (%) |
|---|---|---|
| ALFM Peso Bond Fund, Inc. (a) | 375.69 | 0.75% |
| ATRAM Alpha Opportunity Fund, Inc. (a) | 1.3906 | -7% |
| ATRAM AsiaPlus Equity Fund, Inc. (b) | $0.8866 | -24.97% |
| ATRAM Corporate Bond Fund, Inc. (a) | 1.9028 | -1.25% |
What is a Mutual Fund in the Philippines? A mutual fund is "an investment company that pools the funds of many individual and institutional investors to form a massive asset base," according to the Philippine Investment Funds Association (PIFA).
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| Top Performing Funds Of 2021 | |
|---|---|
| Scheme | Return (%) |
| Quant Small Cap Fund | 88.05 |
| Quant Infrastructure Fund | 83.22 |
| L&T Emerging Businesses Fund | 77.41 |
| Fund Name | 1Y CAGR 3Y CAGR 5Y CAGR Till Date CAGR | Till Date CAGR |
|---|---|---|
| Canara Robeco Bluechip Equity Fund (G) | 19.8% | 12.6% |
| Canara Robeco Emerging Equities fund (G) | 23.9% | 17.4% |
| Nippon India Value Fund (G) | 22.5% | 15.8% |
| Parag Parikh Flexi Cap fund (G) | 25.1% | 18.5% |
- Canara Robeco Small Cap Fund Direct Growth. ...
- Quant Mid Cap Fund Growth Option Direct Plan. ...
- Nippon India Small Cap Fund - Direct Plan - Growth Plan. ...
- Edelweiss Small Cap Fund Direct Growth. ...
- PGIM India Midcap Opportunities Fund Direct Growth. ...
- Quant Active Fund Growth Option Direct Plan.
- ICICI Prudential Regular Savings Fund. ...
- ICICI Prudential Income Optimizer Fund (FOF) ...
- L&T Balanced Advantage Fund. ...
- Motilal Oswal Dynamic Fund. ...
- Baroda BNP Paribas Conservative Hybrid Fund. ...
- Franklin India Debt Hybrid Fund. ...
- L&T Conservative Hybrid Fund.
BlackRock is the largest investment company in the world, accounting for over 21.6% of all investable assets managed among the top 10 largest investment companies in 2022.
When you buy a mutual fund, your money is combined with the money from other investors, and allows you to buy part of a pool of investments. A mutual fund holds a variety of investments which can make it easier for investors to diversify than through ownership of individual stocks or bonds.
Is Pag Ibig MP2 a mutual fund?
How does Pag-IBIG MP2 earn? In case you didn't know, Pag-IBIG is a mutual fund and your contributions are used to invest in assets and generate profit through home loan financing.
| FUND NAME | SYMBOL | 5-YR RETURN |
|---|---|---|
| JPMorgan Growth Advantage A | VHIAX | 17.17 |
| Fidelity Growth Discovery | FDSVX | 16.47 |
| Rydex Nasdaq-100 H | RYHOX | 16.3 |
| Fidelity Advisor Equity Growth A | EPGAX | 16.28 |
- Reliance Small Cap Fund. ...
- HDFC Small Cap Fund – Direct – Growth. ...
- Mirae Asset Emerging Bluechip Fund – Direct – Growth. ...
- Principal Emerging Bluechip Fund – Direct – Growth. ...
- HDFC Mid-Cap Opportunities Fund – Direct – Growth. ...
- Axis Long Term Equity Fund – Direct – Growth.
| Fund Name | 1Y CAGR 3Y CAGR 5Y CAGR Till Date CAGR | Till Date CAGR |
|---|---|---|
| Mirae Asset Tax Saver Fund (G) | 21.5% | 18.1% |
| Canara Robeco Emerging Equities fund (G) | 23.3% | 17.2% |
| Canara Robeco Bluechip Equity Fund (G) | 19% | 12.3% |
| Parag Parikh Flexi Cap fund (G) | 24.8% | 18.3% |
28 April 2022 — Philippine National Bank (PSE: PNB) has been recognized by Asiamoney as the Best Bank for Investment Research in the Philippines for the second consecutive year during its Private Banking Awards last April 25.
If you consider yourself more of a risk taker, you can invest in bond funds, balanced funds, or equity funds. These are investments in fixed income securities, corporation bonds, and shares of stocks in Philippine companies and the Philippine stock market.
| Scheme Name | Plan | 5Y |
|---|---|---|
| Sponsored AdvInvest Now DSP Flexi Cap Fund - Direct Plan - Growth | Direct Plan | 13.56% |
| Contra Fund | ||
| SBI Contra Fund - Direct Plan - Growth | Direct Plan | 15.67% |
| ELSS | ||
- Identify your Goals. ...
- Identify you Risk. ...
- Get your Asset Allocation Right. ...
- Understand and Analyse Attributes of Mutual Funds. ...
- Fund Managers' Past Performance and Experience. ...
- Seek Financial Advice.
Are mutual funds safe? All investments carry some risk, but mutual funds are typically considered a safer investment than purchasing individual stocks. Since they hold many company stocks within one investment, they offer more diversification than owning one or two individual stocks.
| Category | Top Performer | 1 yr |
|---|---|---|
| Childrens | HDFC RSF - Equity Plan - DP (G) | 70.80 |
| Conservative Hybrid | ABSL Regular Savings Fund (G) | 28.40 |
| Contra | SBI Contra Fund - Direct (G) | 90.70 |
| Dynamic Bond | SBI Dynamic Asset Allocation Fund-DP (D) | 31.10 |
Is it good to invest in mutual funds now?
Mutual funds are a safe investment if you understand them. Investors should not be worried about the short-term fluctuation in returns while investing in equity funds. You should choose the right mutual fund, which is in sync with your investment goals and invest with a long-term horizon.
- Motilal Oswal Long Term Equity Fund. ...
- SBI Equity Hybrid Fund. ...
- EQUITY ELSS. ...
- Sundaram Aggressive Hybrid Fund. ...
- IDFC Balanced Advantage Fund. ...
- Aditya Birla Sun Life Tax Relief 96 Fund. ...
- DSP Dynamic Asset Allocation Fund. ...
- Motilal Oswal Dynamic Fund.
| Fund Name | Category | Risk |
|---|---|---|
| Mirae Asset Overnight Fund | Debt | Low |
| Bank of India Overnight Fund | Debt | Low |
| Invesco India Arbitrage Fund | Hybrid | Low |
| Nippon India Arbitrage Fund | Hybrid | Low |
Large cap funds that invest in large cap company stocks i.e stocks of well-established companies with sound financials are considered to be the least risky because these stocks are considered to be safer than stocks of mid cap and smaller companies.
BlackRock Funds top the list in terms of assets held by a single fund family, followed by other familiar names such as Vanguard, Charles Schwab, State Street Global Advisors, and Fidelity Investments.
Along with Fidelity, Schwab is probably one of the two best investment companies when it comes to research and investment tools. Schwab also gets a gold star when it comes to low-cost ETFs, which are similar to mutual funds but trade during market hours like stocks.
- High-yield savings accounts.
- Certificates of deposit (CDs)
- Money market funds.
- Government bonds.
- Corporate bonds.
- Mutual funds.
- Index funds.
- Exchange-traded funds (ETFs)
It's best to hold at least three or four mutual funds with different styles and objectives if you're like most investors. They should reduce volatility by combining fund types that don't share the same features. Stock funds may decline a great deal in value in a bear market.
It is crucial to implement 50:30:20 rule in your financial plan. One should invest at least 20% of their salary in mutual funds and can later increase whenever possible.
- A fund may receive income in the form of dividends and interest on the securities it owns. ...
- The price of the securities a fund owns may increase. ...
- If a fund does not sell but holds on to securities that have increased in price, the value of its shares (NAV) increases.
Can I withdraw my MP2 before 5 years?
Pre-termination of MP2 savings. The Pag-IBIG Fund allows early and full withdrawal of MP2 savings before the five-year maturity period for any of the following reasons: Retirement (except for pensioners) Total disability or insanity.
Once your MP2 Savings reaches its 5-year maturity, you may re-apply for a new Pag-IBIG MP2 Savings Account. Members may claim their MP2 Savings anytime upon its maturity. If unclaimed, your MP2 Savings shall continue to earn dividends based on the regular Pag-IBIG Savings Program's (P1) rates for two more years.
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- Principal MP2 Savings;
- 50% of the total dividends earned from prior years; and.
- 50% of the dividends for the current year, which shall be released after the dividends for the said year have been declared and credited.
BDO Feeder Funds are invested in dollar-denominated equity funds managed by reputable global fund managers who have undergone the thorough screening process employed by BDO Trust. These UITFs are recommended for aggressive investors seeking capital growth and who can keep invested for more than three (3) years.
- Maybank Philippines Inc. Maybank Tiger Peso Money Market Feeder Fund. ...
- CTBC Bank (Philippines) Corp. CTBC Money Market Fund. ...
- BPI Asset Management and Trust Corporation. ...
- China Banking Corporation. ...
- Robinsons Bank. ...
- EastWest Banking Corporation. ...
- Security Bank Corporation. ...
- Bank of Commerce.
The UnionBank PSE Index Tracker Fund (formerly known as Philippine Equity Index Fund Portfolio) is a peso-denominated UITF which invests and mirrors the Philippine Stocks Exchange Index (PSEi), the benchmark for funds which invest on equities.
It is crucial to implement 50:30:20 rule in your financial plan. One should invest at least 20% of their salary in mutual funds and can later increase whenever possible.
