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Invest in Equities - PM versus MF Investing

Portfolio Management Services Mutual Fund Investing

Portfolio Composition

A unique customised basket of stocks is selected after considering your investment goals, savings pattern and risk appetite.

Mutual Funds invest their corpus based on investment objectives specified in the scheme’s offer document. In other words, the entire corpus is invested in a single investment portfolio. All the investors of that scheme will have the same portfolio irrespective of their individual goals and needs.

Investment Decisions

Investment calls (buy and sell) are determined by market and stock fundamentals.

At times, a sell call may be executed to meet redemption pressures, which may directly affect the corpus and therefore the scheme’s NAV.

Cost of Management

Management costs range from 1% to 3%, with an option to pay based on performance.

Management costs can be as high as 2.5% of the portfolio, irrespective of the performance. Entry load is another 2% to 4% and for new fund offerings, the distribution cost is around 2.5% to 5%.

Focus on Large Cap Stocks

Focus on high growth companies irrespective of their market capitalisation. Stocks are selected solely on their merit.

Large fund requires the fund manager to focus is on large cap mature stocks. Market capitalisation, trading volumes, presence in an index are a few important considerations other than the fundamentals of the stock.

Benchmark to Sensex

Historically, on a broader basis, portfolio management has delivered high returns in the international and Indian context.

Globally and in India, mutual funds have not been able to beat returns offered by benchmark indices on a consistent year-on-year basis.

1) "KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary." 2) "As per SEBI Circular MIRSD/ SE /Cir-19/2009 dated December 3, 2009 Client transaction account shall be required to do the actual settlement of funds and securities at least once in a quarter or month." 3) “Forward Markets Commission (FMC) has been merged with SEBI w.e.f. 28th September- 2015”