{"id":916,"date":"2024-04-19T05:40:42","date_gmt":"2024-04-19T05:40:42","guid":{"rendered":"https:\/\/jamawealth.com\/askguru\/?p=916"},"modified":"2026-03-20T18:35:53","modified_gmt":"2026-03-20T18:35:53","slug":"how-can-i-invest-lumpsum-amount-in-small-cap-mutual-funds-and-hold-it-for-my-retirement-like-for-30-years","status":"publish","type":"post","link":"https:\/\/maxiomwealth.com\/askguru\/2024\/04\/19\/how-can-i-invest-lumpsum-amount-in-small-cap-mutual-funds-and-hold-it-for-my-retirement-like-for-30-years\/","title":{"rendered":"How can I invest lumpsum amount in small cap mutual funds and hold it for my retirement like for 30 years?"},"content":{"rendered":"

If you are investing for your retirement goal, try picking a combination of asset classes, not jus small cap. Go for a combination of large\/mutlicap and small cap based on your risk profile. Get a free scientific risk profile done here<\/a>.<\/p>\n

Getting into only small cap funds may mean that when the time comes to redeem them, the funds may be undergoing a correction. Hence a diversified portfolio is much better.<\/p>\n

When you invest, ensure you only do in Direct Plan variants of the Mutual Funds. You then get upto 40% more in long term portfolio size by avoiding commissions and brokers.<\/p>\n

If already invested, then switching to direct is really easy. Click here<\/a> to start your switch.<\/p>\n

More: Start a goal<\/a><\/p>\n

<\/p>\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

Try our Retirement Planning Calculator →<\/a><\/strong><\/p>\n

Compare Funds \u2192<\/a>
\n Talk to a Financial Advisor<\/a>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

If you are investing for your retirement goal, try picking a combination of asset classes, not jus small cap. Go for a combination of large\/mutlicap and small cap based on your risk profile. Get a free scientific risk profile done here. Getting into only small cap funds may mean that when the time comes to redeem… Read More »How can I invest lumpsum amount in small cap mutual funds and hold it for my retirement like for 30 years?<\/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":[207,38],"tags":[],"class_list":["post-916","post","type-post","status-publish","format-standard","hentry","category-lumpsum","category-mutual-funds"],"_links":{"self":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/916","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=916"}],"version-history":[{"count":2,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/916\/revisions"}],"predecessor-version":[{"id":4320,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/916\/revisions\/4320"}],"wp:attachment":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/media?parent=916"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/categories?post=916"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/tags?post=916"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}