Lumpsum or SIP: Which strategy gives better mutual fund returns in India?

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SIP: Discipline & Rupee Cost Averaging

Systematic Investment Plans (SIPs) automate discipline, making regular investing easy. 'Rupee Cost Averaging' helps smooth out purchase costs by buying more units when markets are low and fewer when high. Ideal for steady wealth creation.

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Lumpsum: High Reward, High Risk

Investing a large sum at once can yield phenomenal returns if timed at market lows. However, timing the market is nearly impossible, and investing just before a correction can lead to significant notional losses and stress.

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Market Volatility: Who Wins?

SIPs shine in volatile markets, cushioning against dips and allowing cheaper unit purchases. In consistently rising markets, lumpsum can outperform as all capital works immediately. It truly depends on market phase.

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Hybrid Win: Park & STP Smart

Combine the best of both! Park your lumpsum in a liquid fund. Then, set up a Systematic Transfer Plan (STP) to automatically move fixed amounts into your chosen equity fund monthly. Peace of mind, smart investing.

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Don't Make These Mistakes!

There's no single 'best' strategy. Avoid trying to time the market. NEVER stop SIPs during downturns (you miss discounted units!). Always link your investment strategy directly to your specific financial goals.

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Ready to Invest Smarter?

Don't let analysis paralysis stop you. For most, SIP is the champion! Use our SIP calculator to plan your goals and visualize your potential returns. Start your wealth journey today! Check out: https://sipplancalculator.in/sip-calculator/

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