Direct Equity vs Mutual Funds | Stock vs Mutual Fund | What is Better Investment Option | HDFC Sales

Direct Equity vs Mutual Funds | Stock vs Mutual Fund | What is Better Investment Option | HDFC Sales

1. Direct Equity vs Mutual Fundsbr br 2. Knowledge Required for investmentbr br Direct Equitiesbr - Understand the company’s businessbr - Hold company’s stock for at least 1 year (Invest in a company)br - Research More & Evaluate their growth prospectsbr br Mutual Fundsbr - Review past performance of the Mutual fund before investingbr - Asset manager handles Mutual Fund’s portfoliobr - Less Researchbr br 3. Minimum Investment Amounts br br Direct Equitiesbr - Investment amount will depend on the number of shares you wish to buybr br Mutual Fundsbr - Low investment amountbr Invest in Mutual Fund SIP plan with small amount ₹ 500- per monthbr br 4. Control over Your Investmentbr br Direct Equitiesbr - Full control on stocks investmentbr br Mutual Fundsbr - Full control with Mutual Fund’s asset managerbr br 5. Diversificationbr br Direct Equitiesbr - Less Diversificationbr - More Riskbr br Mutual Fundsbr - More Diversificationbr - Less Riskbr br 6. Charges Applicable for Investmentbr br Direct Equitiesbr - No exit entry loads are applicablebr br Mutual Fundsbr - Entry and exit loads might be applicable, depend on Mutual Fund typebr br 7. Tax-Saving Benefitsbr br Direct Equitiesbr - No benefitsbr br Mutual Fundsbr - Tax-saving benefits under Section 80(C)br You can invest up to ₹ 1,50,000- in tax-saving Mutual Fundsbr br If you have any Queries, leave a comment below.


User: HDFC Sales

Views: 4

Uploaded: 2019-07-23

Duration: 02:10

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