MultiSphere India

Equity mutual funds are one of the best investment options which aim for long term wealth creation. Compare how Equity mutual fund is beneficial over other asset class

Particular

Equity

Gold

Real Estate

Transparency

Yes – Daily NAV

Yes – Daily
(Purity issue)

No – Irregulated   Market

Liquidity

Easy
(3 days redemption)

Easy

No – Illiquid
(Can take up-to years)

Volatility

High

Moderate

Low

Portable

Yes
(Take it any-where)

Yes
(Take it any-where)

No
(Cannot move)

Cost to Hold

Low Expense

Low

High
(Tax, Security & Other Exp.)

Minimum Investment

Rs. 5000 Lumpsum
Rs. 500 SIP

Low

Very High

Returns

Aggressive

Moderate

Aggressive

Appreciation

Long Term

Long Term

Constructed 

Documentation

KYC

KYC

KYC/Deed/other papers

Transfer to Generation

Easy Nomination

Moderately Easy

Difficult
(Family & Other dispute)

Risk to Hold

No

Risk of theft

Risk of dispute