{"id":1875,"date":"2024-04-25T07:35:11","date_gmt":"2024-04-25T07:35:11","guid":{"rendered":"https:\/\/jamawealth.com\/askguru\/?p=1875"},"modified":"2026-03-02T19:22:38","modified_gmt":"2026-03-02T19:22:38","slug":"is-the-investment-in-mutual-funds-beneficial-considering-the-drop-in-irr-post-the-budget-announcement","status":"publish","type":"post","link":"https:\/\/maxiomwealth.com\/askguru\/2024\/04\/25\/is-the-investment-in-mutual-funds-beneficial-considering-the-drop-in-irr-post-the-budget-announcement\/","title":{"rendered":"Is the investment in mutual funds beneficial, considering the drop in IRR post the budget announcement?"},"content":{"rendered":"\n

Yes Mutual Funds continue to be the best option for long term investments. They are less volatile than stocks and you get a professional to manage them for a small fee. They are more tax efficient than FDs and give inflation beating returns.<\/p>\n\n\n\n

Post budget the Long Term Capital gains of 10% has bene introduced but even this does not reduce the appeal of mutual funds. Since there is an exemption upto Rs 1 lakhs, you can optimise this tax by staggering your withdrawals over time.<\/p>\n\n\n\n\n

\n

Maxiom Wealth \u2014 Free Tool<\/p>\n

Is Your Mutual Fund Working Hard Enough?<\/h3>\n

Two funds with similar star ratings can deliver very different outcomes. Use our fund comparison tool to check if you’re in the right scheme for your risk profile and investment horizon.<\/p>\n Compare Funds \u2192<\/a>\n Talk to a Financial Advisor<\/a>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"

Yes Mutual Funds continue to be the best option for long term investments. They are less volatile than stocks and you get a professional to manage them for a small fee. They are more tax efficient than FDs and give inflation beating returns. Post budget the Long Term Capital gains of 10% has bene introduced… Read More »Is the investment in mutual funds beneficial, considering the drop in IRR post the budget announcement?<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[163,38],"tags":[],"class_list":["post-1875","post","type-post","status-publish","format-standard","hentry","category-economy-mutual-funds","category-mutual-funds"],"_links":{"self":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1875","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/comments?post=1875"}],"version-history":[{"count":1,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1875\/revisions"}],"predecessor-version":[{"id":3295,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1875\/revisions\/3295"}],"wp:attachment":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/media?parent=1875"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/categories?post=1875"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/tags?post=1875"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}