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Ask Ep-160 Can I Take Loan Against Mutual Fund?

87.6K views · Feb 25, 2024 · 21:06 min · Watch on YouTube ↗
Takeaway

Loan-against-mutual-fund at ~9-10% is cheaper than personal loan; chemicals sector is bottoming but rebound is at least a quarter away.

Summary

  • Chemical sector: pressure has lasted 8-10 months from Chinese dumping; numbers reflect the impact and stock prices are bottoming.
  • Don't anticipate immediate recovery in current Q4 - look at the Q after for fundamental turn signals.
  • Loan against mutual funds is available at ~9-10% interest vs ~15% for personal loans - useful for short-term liquidity without redeeming SIPs.
  • Pledge limits: typically 50% of equity fund value, 80% of debt fund value; check NBFC/bank for actual rates.
  • Specific chemical stocks to track for recovery: Vinati Organics, Aarti, Navin Fluorine, Deepak Nitrite, Vishnu Chemicals.
Loan Against MFChemicalsSIPPersonal LoanRecovery
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