Daybreak

·E686

Are SIPs always right? Nah, says a new study

February 15
10 mins

Episode Description

A mutual fund executive told our colleague something shocking: "SIPs are a problem." 

Part of the shock came from the fact that it  was coming from someone in an industry that was basically built on "SIP sahi hai."

Now a new research paper backs up that controversial take—and the findings contradict what millions of Indian investors have been told about systematic investment plans.

Turns out the marketing narrative around SIPs has some serious gaps. The math tells a different story. And with small-cap SIP assets exploding 6.5x since 2019, the stakes have never been higher.

So when are SIPs actually appropriate?

Tune in.

If you have any thoughts on this episode write to us at podcasts@the-ken.com with Daybreak in the subject line. You can also leave us a comment on our website or the YouTube channel here.

Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

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