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Ulip and Mutual Fund Comparison

The fund management charge of ULIPs is almost half of the AUM amount charged for Mutual Funds but in mutual funds, then investor needs to pay 2.5% AUM charges. These AUM fees are not asked directly by the investors but are internally managed with the plans.

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Ulip and Mutual Fund Comparison

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  1. ULIP VS MUTUAL FUND PLANIFY

  2. Ulip vs Mutual Fund • Choose ULIP over Mutual fund because the returns of mutual funds mostly depend on market sentiments. Mutual funds provide flexibility to their investors which is the main factor leading to negative returns on mutual funds.

  3. Mutual Funds vs Ulip Returns • If plans give a return of 10%, then ULIP proves to give better returns in comparison to mutual funds and the return will keep on increasing y-o-y compounding.

  4. Ulip and Mutual Fund difference • Mutual fund/ULIPs are the pool of investments where a lot of investors invest their money and the fund manager invests their money in the market on their behalf. In the case of mutual fund where the investors have the flexibility to redeem their funds, the returns mainly depend on the market sentiments.

  5. Mutual vs Ulip • The money earned through ULIP will be a good investment plan for an individual as compared to Mutual Funds in the field of tax saving.

  6. Ulip and Mutual Fund Comparison • The fund management charge of ULIPs is almost half of the AUM amount charged for Mutual Funds but in mutual funds, then investor needs to pay 2.5% AUM charges. These AUM fees are not asked directly by the investors but are internally managed with the plans.

  7. CONTACT US Call at - +91 706 55 60002, or e-mail at help@planify.in

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