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How to Plan Your Child’s Education with Mutual Funds?

Every parent wants the best for their child, especially when it comes to education. But with higher education costs rising at 10-12% annually, traditional savings are no longer enough.

The Reality of Education Inflation

Fact Check: An MBA that costs ₹20 Lakhs today could cost over ₹80 Lakhs in 15 years assuming 10% inflation.

If you rely on FDs returning 6-7%, you will actually lose purchasing power. You need an investment that beats inflation.

Why Mutual Funds?

Equity mutual funds are the ideal vehicle for long-term goals like a child's education (which is usually 10-18 years away). They can generate inflation-beating returns, helping you build a corpus that matches the future cost of education.

Step-by-Step Guide

1. Calculate the Future Cost

Don't plan for today's fees. Estimate what the course will cost when your child turns 18 or 21. Use a financial calculator or consult an advisor.

2. Start SIPs Early

Time is your best friend. Starting when your child is born gives you 18 years of compounding. Even a small monthly SIP can grow into a substantial amount.

3. Create a Dedicated Portfolio

Keep your child's education fund separate from your retirement or car fund. This ensures you don't dip into it for other expenses.

4. De-risk as the Goal Approaches

When your child is 3-4 years away from college, start shifting money from equity to safer debt funds to protect gains from market volatility.

Conclusion

Your child's dreams shouldn't come with a debt burden. With smart planning and disciplined investing in mutual funds, you can fully fund their education without stress.

Secure Your Child's Future