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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