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EP-148 #ASKMONEYPURSE
Takeaway
Use a Trust as nominee for special-needs children; basket approach beats single thematic funds for sectoral exposure.
Summary
- SBI Mitra SIP and ICICI Freedom SIP (post-retirement pension plans) deliver ~12% which matches regular mutual fund SIPs — both are good options
- For a special-needs child, set up a Trust as nominee instead of relying on regular nomination
- Thematic EV/electronics fund: hard to find pure-play; basket approach across 5-6 companies recommended
- HDFC Bank's promoter holding drop is normal for professionally managed banks; remains a buy near top-4 price
- ABSL Digital India Fund noted but allocation to specific theme is too low for thematic exposure
Pension SIPSpecial NeedsTrustHDFC BankQ&A
Original description
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