Outlook Money Outlook Money, July 2018 | Page 59

SIP minimum balance `500 per month
Period of maturity Three years lock-in period
Interest offer 15 per cent average
financial goals for what one is saving for like education , marriage or retirement .
According to Association of Mutual Funds of India ( AMFI ) data , the SIP format of investing is extremely popular among investors , particularly small investors . The industry saw `67,190 crore of SIP investment in 2017-18 , which is 53 per cent higher than the previous year . In April 2018 , SIP investment in mutual funds stood at `6,690 crore against `4,269 crore during the same period in the previous year . SIPs help people to maintain their purchase cost and maximise returns . The hard-and-fast rule is that people who invest over a longer period of time can expect higher returns .
Community banks
Community banks are yet another form of investment where a group of people can come together to form a depository institution . Community banks are regulated by a community of people by adding their contributory shares in a common account . People engaged in community banking help each other in monetary terms as well as in times of financial distress . This form of investment not only
Penny Wise
Banks Offering RDs
increases the financial security of the community , but also improves bonding among members at the grassroots . Beneficiaries can borrow small amounts with lower interest rates . The interest earned from lending enable members to add it as their share in their accounts .
In September 2015 , the Reserve Bank of India shortlisted 10 micro lenders to set up small banks for micro entrepreneurs and industries and farmers in the unorganised sector . About 75 per cent of the banks ’ businesses is generated by the farm sector , which requires finances for agriculture . The eligibility criteria is that 50 per cent of the loan amount should be under
3 Years
4 Years
5 Years
5 + Years
Axis Bank
6.25
6.25
6.25
6.25
Bank of Baroda
6.50
6.50
6.50
6.50
HDFC Bank 6.00 6.00 6.00 6.00
ICICI Bankv
6.50
6.50
6.50
6.50
IDBI Bank
6.25
6.25
6.00
6.00
Kotak Mahindra Bank
6.50
6.25
6.25
6.00
Oriental Bank of Commerce
6.50
6.50
6.50
6.50
Punjab National Bank
6.50
6.25
6.25
6.25
State Bank of India
6.25 To 6.00
6.00
6.00
6.00
Yes Bank
6.75
6.75
6.75
6.75
Source : bankbazaar . com / interest in %
`25 lakh . According to RBI guidelines , the promoters in small banks should contribute at least 40 per cent of the money .
B . Gopkumar , Executive Director and Chief Executive Officer , Reliance Securities says , “ The community banks go a long way as they give an ease of access . People turn up to your door to collect your monthly installments .” He , however , points out that the country ’ s metropolitan cities are seeing new habits of investing . “ There has been a shift from traditional methods of banking like FDs to mutual funds and SIPs with the new generation taking command .”
Bankers say that the young generation is tech-savvy and are willing to explore new investing options . Pranadiv Kumar , who recently graduated from Delhi University says , “ I started saving in SIP as they are easily accessible and everything is available in the digital platform . The mutual funds are highly advertised , which helps in drawing public attention . For me , mutual funds is the option where I can get higher returns from minimal monthly investments .”
To sum up , it does not matter which financial intrument you choose for saving . As the saying goes , money saved is money earned .
www . outlookmoney . com July 2018 Outlook Money 59