The Power of Compounding: Why Direct
Praveen Dubey (SEBI Registered RA)
SP RESEARCHVIA PVT. LTD. (INH000015808)
Unlocking the Full Compound Growth Potential
When investing for retirement or long-term goals, keeping costs low is essential. Direct mutual funds bypass intermediary fees. SP RESEARCHVIA PVT. LTD. demonstrates the long-term wealth impact.
How much difference does a direct mutual fund plan make over 20 years?
A 1% savings in annual expense ratio, when compounded over 20 years on a monthly SIP of ₹10,000, can lead to an additional ₹15 to ₹20 Lakhs in your final portfolio value due to lower commissions.
Making the Transition
Self-directed investors can transition regular fund holdings to direct plans online. Pay attention to exit loads and capital gains tax liabilities before executing redemptions.
Written by Praveen Dubey
Chief Research Analyst | SEBI Reg: INH000015808
Statutory Warning & Risk Disclaimer: Investment in securities market is subject to market risks. Read all related documents carefully before investing. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Content provided on this blog is for informational and educational purposes only.