wealth creation through mutual fund sip
Post on 14-Jul-2015
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Wealth Creationthrough SIP
From:PND Mentor Consultants
(A Trusted Advisor)
Wealth Creationthrough SIP
From:PND Mentor Consultants
(A Trusted Advisor)
Background:
• Some equity schemes of Mutual fund hascompleted 20 years of wealth creation.
• We have selected few schemes whichhave completed around 10 years.
• This is just illustration of schemes. Whileplanning your investment we selectschemes which are currently performingwell.
• Some equity schemes of Mutual fund hascompleted 20 years of wealth creation.
• We have selected few schemes whichhave completed around 10 years.
• This is just illustration of schemes. Whileplanning your investment we selectschemes which are currently performingwell.
POWER OF SIPSIP 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
Reliance Growth Fund(Launch Date: 08/10/1995)
SIP ofRs.1000/-
AmountInvested
MarketValue
CAGR(%)
SinceInception
2,33,000/- 58,35,346/- 28.06SinceInception10 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.
HDFC Equity Fund(Launch Date: 01/01/1995)
SIP ofRs.1000/-
AmountInvested
MarketValue
CAGR(%)
SinceInception
2,42,000/- 51,23,537/- 25.52SinceInception10 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
Franklin Prima Plus Fund(Launch Date: 29/09/1994)
SIP ofRs.1000/-
AmountInvested
MarketValue
CAGR(%)
SinceInception
2,43,000/- 44,85,986/- 24.27SinceInception10 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
Birla SL Frontline Equity Fund(Launch Date: 30/08/2002)
SIP ofRs.1000/-
AmountInvested
MarketValue
CAGR(%)
SinceInception
1,51,000/- 6,91,772/- 22.33SinceInception10 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
ICICI Prudential Focused Bluechip Equity Fund(Launch Date: 23/05/2008)
SIP ofRs.1000/-
AmountInvested
MarketValue
CAGR(%)
SinceInception
82,000/- 1,72,434/- 21.63SinceInception10 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
Sundaram Midcap Fund(Launch Date: 01/07/2002)
SIP ofRs.1000/-
AmountInvested
MarketValue
CAGR(%)
SinceInception
1,52,000/- 10,60,326/- 28.02SinceInception10 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
IDFC Premier Equity Fund(Launch Date: 28/09/2005)
SIP ofRs.1000/-
AmountInvested
MarketValue
CAGR(%)
SinceInception
1,14,000/- 3,86,506/- 24.63SinceInception10 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
Power of Compounding
• The following table shows how much your money would grow whenyou 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
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PROFILE OF ADVISOR
CA Nimesh Dedhia is a qualified CharteredAccountant since 1999. He has also clearedexamination of Certified Financial Planner. He isalso holding degree of DISA (ICAI).
He has more than 15 years experience in the fieldof Tax Planning & Financial Planning.
Our ARN is 48678 & advising in the field of MutualFund since 2007 and served more than 300 clients.
CA Nimesh Dedhia is a qualified CharteredAccountant since 1999. He has also clearedexamination of Certified Financial Planner. He isalso holding degree of DISA (ICAI).
He has more than 15 years experience in the fieldof Tax Planning & Financial Planning.
Our ARN is 48678 & advising in the field of MutualFund since 2007 and served more than 300 clients.
Thank you
Email: pndmentor@gmail.comTel: 28284033 / 9820944648 / 49
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