Real Estate VS Mutual Fund

 Real Estate vs Mutual Fund 

⏩ Real Estate Advantages

🎯 Real Estate Can Be Easier to Understand

🎯 Real Estate is a Hedge Against Inflation

🎯 Real Estate Can Be Financed and Leveraged

⏭️ Real Estate Disadvantages

🎯 Has Low Liquidity                                                                                                                              

🎯 Requires High Capital and Maintenance

🎯 External Threats

⏩ Mutual Fund Advantages 

🎯  Easy Liqudity

🎯  Diversification & Hedge your Asset 

🎯  Flexibility to invest in Smaller Amounts. ...

⏭️ Mutual Fund Disadvantages

🎯 Not offer fixed guaranteed returns

🎯 Past performance may or may not 

🎯 Complexity in Funds selection

🔄 Let us see the best level to Understand the impact of CAGR on your Investments 

👉 I bought a Plot @12lakhs  FEB 03, 2016, today the value of my Plot is 01/08/2022 .... 27 lakhs ...

📌 Compounding Annual Growth Rate (CAGR) : 13.30% 

(Benchmark Comparision Diversified Equity Fund Only)

👉 Parag Parikh Flexi Cap Fund 

👉 NAV on 29-Jul-2022 :  35,38,107

📌 Compounding Annual Growth Rate (CAGR) : 18.08 % 

Real Estate Investment turned to around ---> 27 Lakh

Mutual Fund Investment turned to around--> 35.38 Lakh

🤏 The difference is 8.38 Lakh 

📌 Conclusion

👉 Any Investement Gold , Bonds ,FD ,Real estate as a investor you should calculate your returns with CAGR,not to  worry about absolute Returns...

🎯 Asset Allocation gives best results ...                                                                                                             

 @ Jaikishore @ VITTA_MF

Mutual fund investments are subject to market risks, read all scheme related documents carefully. Investment in Mutual Fund Units involves investment risks such as trading volumes, settlement risk, liquidity risk, default risk including the possible loss of principal.