v
SIP is better than lump sum investment
v
SIP is more safe investment
Portfolio
Large Cap
Mid Cap
Balance fund
Elss fund (Tax saving fund)
You can take decision according to your risk taking
capability
Before one year if you close your sip you have to pay 1%
exit load
You can plan in a such manner like that
Suppose your age 30, So 100-30=70 ,you allocate your debt & equity ratio
are 70 :30
If you want to take more risk, you can keep 70% in equity
Debt is more stable than Equity market.
v Direct
plan is better than Regular plan
v In
Direct plan you don’t have to give any charges to the channel partners.Its more
easy process if you visit AMC office or online purchase
v In
AMC office you will get all forms like
sip switch form , cancelation form etc.
v Direct
plan & Regular plan,s NAV little different
v Regular
plan means you are purchasing your sip through broker,bank etc
v If
you can manage your own portfolio you can go for Direct plan
v In
Direct plan you will get more return
