1. Direct Equity v/s Mutual Funds
2. Knowledge Required for investment
Direct Equities
- Understand the company’s business
- Hold company’s stock for at least 1 year (Invest in a company)
- Research More & Evaluate their growth prospects
Mutual Funds
- Review past performance of the Mutual fund before investing
- Asset manager handles Mutual Fund’s portfolio
- Less Research
3. Minimum Investment Amounts
Direct Equities
- Investment amount will depend on the number of shares you wish to buy
Mutual Funds
- Low investment amount
Invest in Mutual Fund SIP plan with small amount ₹ 500/- per month
4. Control over Your Investment
Direct Equities
- Full control on stocks investment
Mutual Funds
- Full control with Mutual Fund’s asset manager
5. Diversification
Direct Equities
- Less Diversification
- More Risk
Mutual Funds
- More Diversification
- Less Risk
6. Charges Applicable for Investment
Direct Equities
- No exit/ entry loads are applicable
Mutual Funds
- Entry and exit loads might be applicable, depend on Mutual Fund type
7. Tax-Saving Benefits
Direct Equities
- No benefits
Mutual Funds
- Tax-saving benefits under Section 80(C)
You can invest up to ₹ 1,50,000/- in tax-saving Mutual Funds
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