Investment in Mutual fund Vs Index. Which one is better

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Markets Flat Yet Fund Performances Fly

Mutual funds are investment vehicles which allow investors to invest money which is then pooled and managed by an experienced and professional team of experts or ‘fund managers’. The fund managers of equity mutual funds invest in stocks as per the scheme objective.   We conducted a study which shows that on 5th June 2014 the Sensex reached close to 25,000 points and on 11th April 2016 it reached the same level again after reaching an all-time high level of 30,000 level on 29th January 2015. So within the 2 dates spanning almost 2 years, the market has given zero returns. We compared this to the returns generated by equity mutual funds. The results are nothing but startling. MFs post double digit returns in a flattish market!     Mutual funds show an impressive performance in this period where the Sensex has remained flattish. The best performing equity fund has generated a mind boggling return of 78%! The average return of all equity funds is 14%. The following table summarises the return of each category compared to the comparable benchmark.   This study makes a strong case for investments into the equity markets via the Mutual Fund route. The skills and expertise of fund managers tends to create wealth for investors in the long run. Equally important is the role of the Financial Advisor in guiding the investor in selecting the right fund. If the fund is not properly selected and its performance is not regularly reviewed, no wealth will be created.   If interested call us on  Mukesh Gupta  +91-9810184368 B Com, FCA, CPFA, CFP^CM  Director Wealthcare Securities Pvt. Ltd. A 54 A, Lower Ground Floor, Lajpat Nagar- II, New Delhi-110024 Give us a Missed call on +91-98710 90316 to arrange a call back from our office Do Whatsapp +91-9582012572 Telephone No 011- 4657 5550 (Five lines)

#Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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