Ask Value Research

Should I move from a debt fund to a large-cap fund for better returns?

Both are different types of mutual funds, meant to serve varying investment needs

Debt funds to large-cap funds: Should you make the switch?

dhanak हिंदी में भी पढ़ें read-in-hindi

I have accumulated Rs 10 lakh in debt funds. In the last three years, they have generated only 5.5 per cent returns. Would it be wise to move this amount as a lumpsum to a large-cap equity scheme like Bharat 22 to earn better returns? Being a large-cap fund, I believe it is likely to be safe. Kindly advice. - Arjan Bhatia

This article was originally published on April 25, 2024.


Other Categories