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Wealth creation through Mutual Fund SIP

Wealth creation through Mutual Fund SIP, Power of SIP, Equity Mutual Fund.

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Wealth creation through Mutual Fund SIP

  1. 1. Wealth Creation through SIP From: PND Mentor Consultants (A Trusted Advisor) Wealth Creation through SIP From: PND Mentor Consultants (A Trusted Advisor)
  2. 2. Background: • Some equity schemes of Mutual fund has completed 20 years of wealth creation. • We have selected few schemes which have completed around 10 years. • This is just illustration of schemes. While planning your investment we select schemes which are currently performing well. • Some equity schemes of Mutual fund has completed 20 years of wealth creation. • We have selected few schemes which have completed around 10 years. • This is just illustration of schemes. While planning your investment we select schemes which are currently performing well.
  3. 3. POWER OF SIP SIP Performance As On 28th Feb, 15 (SIP of Rs.10,000/- per month) SIP Tenure 5 Year 10 Year 15 Year Investment Amount 6,00,000 12,00,000 18,00,000 No. of Schemes 157 81 34 Average Returns (%) 23.46 17.12 22.40 Average Value (Rs.) 10,73,975 29,47,690 1,18,18,150Average Value (Rs.) 10,73,975 29,47,690 1,18,18,150 Best Fund Return (%) 35.32 25.40 27.53 Best Fund Value (Rs.) 14,21,170 46,11,015 1,86,36,560 Worst Fund Return (%) 14.89 11.53 14.81 Worst Fund Value (Rs.) 8,71,060 21,85,000 60,62,820 Note: Investment in Mutual Fund is subject to Market Risk. Past performance may or may not sustain in the future
  4. 4. Reliance Growth Fund (Launch Date: 08/10/1995) SIP of Rs.1000/- Amount Invested Market Value CAGR (%) Since Inception 2,33,000/- 58,35,346/- 28.06Since Inception 10 Year 1,20,000/- 3,00,086/- 17.69 5 Year 60,000/- 1,02,091/- 22.05 3Year 36,000/- 57,952/- 35.43 Note: Market Value has been calculated on the basis of NAV as on 10/03/2015. Investment in Mutual Fund is subject to Market Risk. Past performance may or may not sustain in the future.
  5. 5. HDFC Equity Fund (Launch Date: 01/01/1995) SIP of Rs.1000/- Amount Invested Market Value CAGR (%) Since Inception 2,42,000/- 51,23,537/- 25.52Since Inception 10 Year 1,20,000/- 3,16,520/- 18.70 5 Year 60,000/- 99,063/- 20.77 3Year 36,000/- 55,254/- 31.62 Note: Market Value has been calculated on the basis of NAV as on 10/03/2015. Investment in Mutual Fund is subject to Market Risk. Past performance may or may not sustain in the future
  6. 6. Franklin Prima Plus Fund (Launch Date: 29/09/1994) SIP of Rs.1000/- Amount Invested Market Value CAGR (%) Since Inception 2,43,000/- 44,85,986/- 24.27Since Inception 10 Year 1,20,000/- 3,27,375/- 19.32 5 Year 60,000/- 1,09,328/- 24.97 3Year 36,000/- 59,275/- 37.26 Note: Market Value has been calculated on the basis of NAV as on 10/03/2015. Investment in Mutual Fund is subject to Market Risk. Past performance may or may not sustain in the future
  7. 7. Birla SL Frontline Equity Fund (Launch Date: 30/08/2002) SIP of Rs.1000/- Amount Invested Market Value CAGR (%) Since Inception 1,51,000/- 6,91,772/- 22.33Since Inception 10 Year 1,20,000/- 3,21,901/- 19.01 5 Year 60,000/- 1,04,049/- 22.86 3Year 36,000/- 56,287/- 33.10 Note: Market Value has been calculated on the basis of NAV as on 10/03/2015. Investment in Mutual Fund is subject to Market Risk. Past performance may or may not sustain in the future
  8. 8. ICICI Prudential Focused Bluechip Equity Fund (Launch Date: 23/05/2008) SIP of Rs.1000/- Amount Invested Market Value CAGR (%) Since Inception 82,000/- 1,72,434/- 21.63Since Inception 10 Year NA NA NA 5 Year 60,000/- 1,00,415/- 21.34 3Year 36,000/- 54,138/- 30.01 Note: Market Value has been calculated on the basis of NAV as on 10/03/2015. Investment in Mutual Fund is subject to Market Risk. Past performance may or may not sustain in the future
  9. 9. Sundaram Midcap Fund (Launch Date: 01/07/2002) SIP of Rs.1000/- Amount Invested Market Value CAGR (%) Since Inception 1,52,000/- 10,60,326/- 28.02Since Inception 10 Year 1,20,000/- 3,82,989/- 22.26 5 Year 60,000/- 1,21,564/- 29.52 3Year 36,000/- 66,130/- 46.31 Note: Market Value has been calculated on the basis of NAV as on 10/03/2015. Investment in Mutual Fund is subject to Market Risk. Past performance may or may not sustain in the future
  10. 10. IDFC Premier Equity Fund (Launch Date: 28/09/2005) SIP of Rs.1000/- Amount Invested Market Value CAGR (%) Since Inception 1,14,000/- 3,86,506/- 24.63Since Inception 10 Year NA NA NA 5 Year 60,000/- 1,18,243/- 28.34 3Year 36,000/- 62445/- 41.53 Note: Market Value has been calculated on the basis of NAV as on 10/03/2015. Investment in Mutual Fund is subject to Market Risk. Past performance may or may not sustain in the future
  11. 11. Power of Compounding • The following table shows how much your money would grow when you invest a fixed amount per month over a period of 5,10, 15, 20, 25, and 30 years at following interest rates: Rs.1,000 Invested Monthly Amount (Rs) Years 8% 10% 15% 20% 25% 5 73,967 78,082 89,682 103,454 119,8445 73,967 78,082 89,682 103,454 119,844 10 184,166 206,552 278,657 382,364 532,805 15 348,345 417,924 676,863 1,134,295 1,955,785 20 592,947 765,697 1,515,955 3,161,479 6,859,095 25 957,367 1,337,890 3,284,074 8,626,708 23,754,942 30 1,500,295 2,279,325 7,009,821 23,360,802 81,974,715 Excel
  12. 12. VIEW YOUR PORTFOLIO ONLINE @ www.pndmentor.com VIEW YOUR PORTFOLIO ONLINE VIEW YOUR PORTFOLIO ONLINE @ www.pndmentor.com
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  15. 15. Portfolio View
  16. 16. PROFILE OF ADVISOR CA Nimesh Dedhia is a qualified Chartered Accountant since 1999. He has also cleared examination of Certified Financial Planner. He is also holding degree of DISA (ICAI). He has more than 15 years experience in the field of Tax Planning & Financial Planning. Our ARN is 48678 & advising in the field of Mutual Fund since 2007 and served more than 300 clients. CA Nimesh Dedhia is a qualified Chartered Accountant since 1999. He has also cleared examination of Certified Financial Planner. He is also holding degree of DISA (ICAI). He has more than 15 years experience in the field of Tax Planning & Financial Planning. Our ARN is 48678 & advising in the field of Mutual Fund since 2007 and served more than 300 clients.
  17. 17. Thank you Email: pndmentor@gmail.com Tel: 28284033 / 9820944648 / 49

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