Lumpsum vs. SIP: Short-Term Goals?

Is a big one-time investment better for your short-term financial goals than regular SIPs? Uncover the truth about strategic investing for quick wins.

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Lumpsum for Short-Term?

Got a bonus for a 2-year goal? Is a big one-time investment smarter than SIPs? For short horizons, the answer might surprise you. Learn more.

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Lumpsum vs. SIP: The Core

Lumpsum: invest all at once. SIP: fixed amounts regularly. Lumpsum bets on market timing. SIP averages cost. Short-term changes the game.

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Short-Term: Prioritize Stability

For 1-3 years, pure equity is too risky. Market dips can derail your goal. Focus on capital preservation with debt funds (liquid, ultra-short duration).

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Smart Lumpsum Moves for Short-Term

Use debt funds for 6-12 months. For 2-3 years, consider STP: lumpsum into liquid, then monthly transfers to equity over 6-12 months to average.

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Avoid These Lumpsum Traps!

Don't go all-in on equity for 2-3 years. Avoid market timing your lumpsum. Don't mix goals (e.g., ELSS for short-term). Prioritize stability.

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Plan Your Goals Now!

Ready to map out your short-term savings? Use our Goal SIP & Lumpsum calculators to visualize scenarios and make smart investment decisions. Visit sipplancalculator.in

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