Benefits of Equity Mutual Funds

Higher Long-Term Returns

Equity funds aim to deliver higher returns over long periods compared to traditional options like FDs and RDs.

Power of Compounding

Staying invested for years helps your investment grow exponentially through compounding.

Beats Inflation

Equity funds have the potential to generate inflation-beating returns, helping you grow wealth in real terms.

Professional Fund Management

Experienced fund managers research markets and manage the portfolio for you.

Diversification

Invests across sectors and companies, reducing overall risk in the portfolio.

SIP Advantage

SIPs offer rupee cost averaging and help you invest without timing the market.

Tax Benefits (ELSS)

Save up to ₹1,50,000 tax under Section 80C by investing in Equity Linked Savings Schemes.

High Liquidity

Except ELSS, equity funds can be redeemed anytime with payouts typically within 1–3 days.

Suitable for Long-Term Goals

Equity mutual funds are ideal for long-term wealth creation and are best suited for:

  • Retirement planning
  • Children’s education
  • Wealth creation
  • Buying a house

Equity funds are generally better suited for horizons of 5 years or more. However, market performance may vary.

Disclaimer: Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully. Past performance may or may not be sustained in the future. Equity investments do not guarantee returns.