Is your investment providing you monthly income like FD and growth like equity? Well, a Systematic Withdrawal Plan (SWP) in Balance Fund has just fruits, returns, and, rewards.
Some basics and comparison between FD and Balance Fund:
| Fixed Deposit | Balance Fund | |
| Regular Income | Yes | Yes |
| Capital Appreciation* | No | Yes |
| Tax effective return | No | Yes |
| *91% Probability of capital appreciation through a study of SWP over 15 year period in 4 balance fund schemes | ||
Some of the main advantages of an SWP from Balance Fund:
- Regular Income
- Power of Diversification
- Tax Efficient Returns
- Beats inflation
- Focus on Capital Appreciation with Lower Volatility
Now take this realistic scenario! Rs. 10,00,000/- invested for years; average end value after 5 years in Balance Fund Rs. 19,93,920/-
(After 8% annual withdrawal) :: Source: Internal, Average return of 4 Balance fund schemes.
Mutual fund investments are subject to market risks. Please read offer document carefully before investing in any schemes.