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Wealth creation through Mutual Fund SIP
1. Wealth Creation
through SIP
From:
PND Mentor Consultants
(A Trusted Advisor)
Wealth Creation
through SIP
From:
PND Mentor Consultants
(A Trusted Advisor)
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. 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. 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. 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. 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. 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. 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. 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. 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. 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. VIEW YOUR PORTFOLIO
ONLINE @
www.pndmentor.com
VIEW YOUR PORTFOLIO ONLINE
VIEW YOUR PORTFOLIO
ONLINE @
www.pndmentor.com
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.