Which Is A Better Investment: Mutual Funds vs. Real Estate?

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Which Is A Better Investment: Mutual Funds vs. Real Estate?

Whileinvestingyoursurplusfunds,asaninvestor,youmightwanttoknowthe differencesbetweenrealestateandmutualfunds.Pleaseallowustoassistyouin comparingthenumerousfacetsofrealestateandmutualfunds.Itiscommon knowledgethateveryfinancialdecisionhasprosandcons.Nonetheless,adecision madebyaninvestormustnecessarilybeguidedbyanumberofelements,including consistency,returnpotential,pricerange,andsecurity.Hence,wewillprovideyou withathoroughanalysis.

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Realestateincludesthesurroundingnaturalresourcesaswellasthelanditselfas wellasanytangibleitemsorconstructionsaffixedtothelocation.Investmentsare seenasanassetthatwillguaranteetheinvestorthemaximumreturnspossible, unmatchedbyanyotherassetclass.Realestateisinhighdemand,andthatdesireis onlyincreasing.Throughoutthebeginningoftime,wehaveseenthevaluesincrease graduallyandoccasionallyevenquickly.Realestateinvestingisthusoneofmany investors'preferredinvestmentstrategies.

Butwithmutualfunds,investorsfirsthavetoputmoneyintothemutualfundsin ordertocollectit;onlythendothemutualfundsinvesttheinvestors'moneyon theirbehalf.Themoneyearnedisputintoavarietyofassetclasses,includingliquid assetsanddebtfunds.Mutualfundsaretheperfectinvestmenttoolforthosewho areinexperiencedwithinvesting.Theminimalcostformanagingtheinvestors' moneyischarged.Yetwhenwecomparemutualfundsandrealestateasthetwo mainfinancialinvestmentvehicles,acomparisonisrequired.

Important considerations when investing in mutual funds vs. real estate

Mutualfundsandrealestateinvestmentsdivergeinanumberofways.Wegiveyou acomprehensiveexaminationofthesituation.

Real Estate Returns vs. Mutual Fund Returns

Thelocationaswellastherelativeforcesofsupplyanddemandatthetimethe investormadetheinvestmentdeterminethereturnsonrealestateinvestments.In Mumbai,Bangalore,orDelhi,inthemajormetroareas,realestategivesan additionalreturnintheformofrent.Thegrowthmayhavepeakedindeveloped cities,though.Toearnrespectablereturns,investorsmustputtheirmoneyinto townsorvillages.

Mutualfundreturnsfluctuatealotandarenotstatic.Mutualfundsarealways expectedtoperforminaccordancewithmarketvolatility.Iftheyinvestinmutual funds,investorscanexpecttoreceivebetterreturns(ascomparedtoinvestmentsin realestate).Leadingfinancialexpertsestimatethatlong-terminvestmentsin mutualfundstypicallyyieldreturnsofatleast12%.Realestateinvesting,however, yieldsalong-termreturnofabout18%.Realestatealsoinvolvesrentalrevenue, whichaninvestormightinvestinadditionalmutualfundsviaSIP.

Real estate litigation vs. mutual funds

Aninvestorcanneverimaginehowtheirinvestmentswouldsufferduetolitigation oralegalconflict.Legalissuesundoubtedlytaketimeandmightdragonfora considerableamountoftime.Fortheinvestor,thingsgrowverydifficult.RERAand otherlawswerecreatedtoprotecttheinterestsofconsumers.

SincetheSecuritiesExchangeBoardofIndia(SEBI)regulatesmutualfundsinIndia, thereisvirtuallylittlelikelihoodoflitigationorcontroversy.Itissecureandsafe!

Real estate investment and affordability vs. mutual funds

Purchasingrealestateisthebestexampleofacapital-intensiveinvestment.Forthe typicalIndianbuyingaproperty,loansarecrucial.Often,theyneedfinancial supportfromoutsidesources.Investorswillneverconsidermakingsmallerreal estateinvestments.Theinvestorneedsarespectablebudget.Priortobecominga realestateinvestor,theymusthaveasolidfinancialfoundation.

Mutualfundsarethemostflexibleinvestmentchoiceonthemarketwhenitcomes tocapitalinvestments.Investorsmayfreelyinvestinmutualfundsdependingon theirfinancialsituationoravailablesurplusfunds.Thedeductionwillhappenat regulartimes,thereforealleviatingunneededresponsibilities.Theearningpotential ofamutualfundmightinfluencehowmuchmoneyaninvestorinvests.Youcanstart investinginmutualfundswithaslittleas100rupeespermonth!

Real estate liquidity compared to mutual funds

Theinvestormayhavealotofassets,butiftheycan'tbeusedinanemergencyor whenit'sabsolutelynecessary,theystayuselessandworthless.

Theunitsofmutualfundscanberedeemedbyinvestorsatanymomentbyclickinga button.Thenecessaryfundswillthenbeautomaticallydepositedintothechosen bankaccount.Twotothreebusinessdayswouldbethetimeframe.

Inmostrealestatesettings,thereisaconsistentrentalincomethataidsbuyersin maintainingliquidity.

Real estate risk versus that of mutual funds

Whilemakingalargeinvestment,investorsrequiretheutmostsafety&protection. Inthesesituations,thegoalofequitymutualfundscontinuestomaximizeprofits whileminimizingrisk.Byplacingalloftheireggsinonebasket,thefundmanagers responsibleformanagingthemutualfundsdonotsignificantlyincreasetheriskto theinvestor'smoney.Thesemutualfundsconstructaportfoliousingthestocksof severalbusinesses.

Ontheotherhand,realestateinvestmentscarryahighlevelofrisk.Byconducting thoroughresearchandonlypurchasingrealestatefromreliablesources,therisk elementcanbedecreased.

Real estate has a tax advantage over mutual funds.

Mutualfundtaxbenefitsprovideupto1.5lakhsintaxrebatesundersection80-C.

Taxescanberefundedontheprincipalandinterestofhomeloansupto3lakhs. Severalaspectsoftheincometaxsystemallowfortheclaimofthisrebate.

Real estate's regulated market versus mutual funds

Mutualfundsandrealestatearebothregulatedinvestmentchoices.RERAandother governmentalbodiesfrequentlycontrolrealestateinvestments. ThemainregulatoryauthorityforinvestmentsinmutualfundsisSEBI.Investments inmutualfundsaresubjecttostricterregulationthanthoseinrealestate.

Comparing real estate and mutual funds: the power of compounding

Overtime,investmentsinmutualfundsofferinvestorslargereturns.Andallofthis isbecauserealestateinvestmentsareexemptfromthepowerofcompoundingon theinvestor'sfinances.Forinstance,ifaninvestorputsINR2lakhsinmutualfunds thatprovideareturnoninvestment(ROI)of14.9%peryearfora20-yearorlonger term.Atmaturity,thetotalproducedreturnscouldreachRs32.17lakh.Hence, investinginmutualfundsisthebestoption,andtheforceofcompoundingisto thankforthat!

Forpeoplewhowanttomakeshort-tomedium-terminvestments,realestateisstill anexcellentchoice.

Consistency in Real Estate vs Mutual Funds

Consistencyisoneofthekeyfactorsyoushouldthinkaboutbeforemakingan investmentinrealestate.Thevalueofthepropertycanevenriseduetothe developmentelement.Theassociatedrentalrevenueisusuallyconstant.

Mutualfundsarealsoquitereliableandhaverecentlyproducedreturnsthathave outperformedinflation.

Conclusion: Mutual Funds vs. Real Estate

Despiteresearchonmanyinvestmentpossibilities,manyinvestorscontinuetogo forrealestatebecauseithasahighlevelofriskbutalsooffersbetterreturns. Investorsshouldmakeanefforttobalancetheirportfolios.Realestatecanbeused togeneraterentalincome,andthisincomecanthenbeinvestedasaSIPintomutual funds.

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