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FD vs mutual fund, the honest answer

3 min readReviewed 2026-05-01SEBI-advisor reviewed

A bank fixed deposit pays a contractual interest rate, with principal insured up to ₹5 lakh by DICGC. A mutual fund returns whatever the underlying basket earns, no guarantee. For money you need within 1 to 2 years, an FD wins. For money you do not need for 7+ years, equity mutual funds historically win, with much higher volatility along the way. The choice is not 'safe vs risky'. It is 'volatile vs eroded by inflation'.

An Indian example

₹10 lakh in an FD at 7% over 20 years grows to ~₹38.7 lakh before tax. Net of 30% tax on interest, real return after 6% inflation is roughly zero. The same ₹10 lakh in a Nifty 50 index fund at 11% (long-run) grows to ~₹80.6 lakh, with LTCG taxed at 12.5% above ₹1.25 lakh. The post-tax, post-inflation gap is severe.

The common mistake

Putting your emergency fund in equity mutual funds for the higher return. The whole point of an emergency fund is being able to withdraw it on a Tuesday at 11am, not after a 30% drawdown.

Inside Finlo

A 60-second lesson on this, with a worked drill in rupees, lives inside the Finlo app. Free, forever, on the basics.

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