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Part 1 - 15% of MF = 20% of PMS | Kirtan Shah CFP
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1,631 Views • Sep 18, 2024 • Click to toggle off description
Assuming everything else constant, there are 2 reasons why MFs are better than PMS if you want to invest in Equities

(a) Taxation - Your PMS will have to generate 20% returns to match the 15% returns on MF because everytime the PMS buys or sells stocks, you pay a 20% or 12.5% tax on it where as when your MF buys & sells you don’t pay any tax.

(b) Diversification - The minimum investment in a PMS is 50 lakhs. So if you have 50L also you can invest only in 1 PMS vs being able to invest across multiple MFs for diversification

(Mutual Fund, MF, PMS)

#invest #fpaedutech #investingforbeginners #investment #investing101 #investments #cfp #cfa
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Views : 1,631
Genre: Education
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Uploaded At Sep 18, 2024 ^^


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RYD date created : 2024-09-19T01:11:02.667528Z
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7 Comments

Top Comments of this video!! :3

@NileshShukla

2 months ago

The same issue with smallcase too!

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@rajuok8837

2 months ago

Sir , how long a Mf house, or Mf scheme can hold back investors money without investing, is there a SABI rules for this,
Thanks

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@sada_manali

2 months ago

You know ltcg is 12.5 % for both and short term 20% same

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@pyramustheking

1 month ago

Wrong information is circulated. You should talk about LTCG as well which is applicable to Mutual Funds as well.

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@amar23

2 months ago

Modi will be with tax on MF based on acrual gains

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