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Start With Ratings

Use the Value Research Star Rating as a starting point to choose a well-performing fund to invest in…

I want to invest a monthly amount of Rs 5,000 in a SIP for the next 20 years to create wealth. What funds should I select?
- Siladitya Roy

By initiating a monthly SIP of Rs 5,000 for the next 20 years, you are on the right path to long-term wealth creation. If the investment earns an annualised 12 per cent it will accumulate Rs 49.95 lakh or Rs 75.79 lakh if it earns an annualised 15 per cent. You should invest in a good large-cap fund to invest for such a long term and make the Value Research star rating as a starting point. Look for a highly rated fund, which has a proven track record and performance history to get started such as Franklin India Bluechip or ICICI Prudential Focused Bluechip Equity. Invest regularly and assess the performance of your investment at least once a year, because fund performance is dynamic and change with time and can impact the performance of your investment.



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