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Fund Selection

Set your financial goal before investing to get the best results

I Plan to invest for a three year term. Should I invest in a large-cap fund or a tax planning fund?
– Sanjay Sharma

If your need is not towards tax saving, you should consider investing in a large-cap fund, considering your investment time frame. As tax planning funds come with a three-year lock-in, your investments are in a bind; you cannot get out of them if the fund starts to under perform compared to a large-cap fund.

This article was originally published on February 04, 2011.

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