Holding mutual funds in SoA or demat: Which is better?
Mutual fund units can be held in Statement of Account or demat form.
SoA mode offers simplicity for mutual fund-only investors avoiding extra charges.
Demat mode suits those holding various securities and preferring consolidated management.
Investors can switch between SoA and demat forms as needed.
SWP and STP availability narrows the convenience gap between these modes.
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