Put FD maturity proceeds in equity MFs if the investment horizon is more than 5 years

Aug 10, 2021
Put FD maturity proceeds in equity MFs if the investment horizon is more than 5 years



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I’m 45 years previous and my financial institution FDs of 10 lakh will mature throughout the subsequent 3 months. I don’t want to reinvest the FD maturity proceeds in financial institution FDs because of their low rates of interest. I’m aiming at an annual return of 8-9% and I’m snug taking greater dangers. Please recommend some mutual funds to spend money on.

Reply by Naveen Kukreja – CEO& Co-founder, Paisabazaar .com.

Given the present rate of interest regime and prevalent market circumstances, incomes an annualized return of 8-9% from debt funds can be troublesome. Whereas you haven’t disclosed your funding horizon, you’ve gotten stated you’ve gotten the urge for food to take larger threat. Therefore, I recommend you to take a position your FD maturity proceeds in fairness mutual funds, supplied you’re prepared to remain invested in them for greater than 5 years.

Distribute your FD maturity proceeds equally within the direct plans of Tata Index Sensex Fund or HDFC Index Sensex Fund; and Parag Parikh Flexi Cap Fund or Mirae Asset Rising Bluechip Fund by means of the SIPs of 1-year tenure. Choosing the SIP route can cut back the market threat posed by over-valued market circumstances and would common out investments in case of steep market corrections. Route your SIP contributions by means of banks providing excessive yield financial savings accounts. The financial savings account rates of interest provided by these banks can vary from 5-6.5% p.a. for deposit slabs of 1-10 lakh.

In case you’ve gotten an funding horizon of lower than 5 years, then you possibly can make investments your FD proceeds lump-sum within the direct plans of those brief period debt funds — ICICI Prudential Quick Time period Fund and HDFC Quick Time period Debt Fund.

 

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