investor averness
TRANSCRIPT
Investor Awareness Presentation
Presentation Flow
Asset Class Equity with Basics Behavior Gap Mutual Fund investment with SIP Rout Being an Investor
Asset Class
Fixed Income Instruments Gold, Silver Realestate Equity
Basics of Equity
Capital of Company Reflecting profitability & growth potential of
Company. Equity price follow profit growth in a long term
Equity price follow profit growth in a long term
Sensex Value 3604 22386 15%
Sensex EPS 192 1376 16%
As on 31-03-2001
As on 31-03-2014
Annual Growth in
Value
Equity price follow profit growth in a long term
Wealth Creation
If you had Invested Rs.1,00,000 in 1981; Current Value could be…
Inflated Value: Rs.10,86,101
Silver Value: Rs.17,58,761
Gold Value: Rs.18,90,194
SENSEX Value: Rs.1,82,36,841
FD Value: Rs.20,18,160
PPF Value: Rs.26,39,658
As of 31st March 2014
Behavior Gap
SBI is one of the most trustworthy bank in India.
Behavior Gap
If you had made FD in SBI in 1994 of Rs.38,000
Current Value of that FD on Yearly Renewal will be…
Rs.1,97,194
As of 31st August 2014
Behavior Gap
As of 31st August 2014
If you had bought STOCKS of SBI in 1994 200 shares worth; Rs.38,000
Behavior Gap
As of 31st August 2014
If you had bought STOCKS of SBI in 1994 200 shares worth; Rs.38,000
Current Value of those STOCKS will be…
Rs.17,44,000
Behavior Gap
If you had made FD in PNB in 2002 of Rs.50,000
Current Value of that FD on Yearly Renewal will be…
Rs.1,47,900
As of 31st August 2014
Behavior Gap
As of 31st August 2014
If you had bought STOCKS of PNB in 2002 1250 shares worth; Rs.50,000
Behavior Gap
As of 31st August 2014
If you had bought STOCKS of PNB in 2002 1250 shares worth; Rs.50,000
Current Value of those STOCKS will be…
Rs.9,44,000 with Rs 62000 of dividend.
Behavior Gap
As of 31st August 2014
If you had bought STOCKS of HDFC Bank in 1994 worth; Rs.1,00,000
Behavior Gap
As of 31st August 2014
If you had bought STOCKS of HDFC Bank in 1994 worth; Rs.1,00,000
Current Value of those STOCKS will be…
Rs.4,15,37,000
Behavior Gap
If you would have bought Mahindra Scorpio in 2002;worth Rs.5,00,000
Current Value of that car will be…Rs.1,00,000
Behavior Gap
As of 31st August 2014
If you had bought STOCKS of M&M in 2002 of Rs.5,00,000
Behavior Gap
As of 31st August 2014
If you had bought STOCKS of M&M in 2002 of Rs.5,00,000
Current Value of those STOCKS will be…
Rs.4,50,00,000
Behavior Gap
As of 31st March 2014
If you had bought STOCKS of WIPRO Bank in 1979 worth; Rs.10,000
Behavior Gap
As of 31st March 2014
If you had bought STOCKS of WIPRO Bank in 1979 worth; Rs.10,000
Current Value of those STOCKS will be…
Rs.4,90,75,20,000
Behavior Gap
As of 31st March 2014
Choose the best investment option..
Its a Bank Fds, safe and steady..
Rs 10 lakhs invested in bank FDs in 2003....
Is now Rs 20 lac in2014....
So you made 2 times in last 11 years...
Gold, attractive and better Performing!!
Rs 10 lac invested in gold in 2003
is now Rs 50 Lac in 2014
So you made 5 Times in last 11 years...
But best is Equity Mutual Fund
Rs 10 lac invested in Equity Mutual Funds in 2003
is Rs 1 crore in 2014
So you made 10 times in last 11 years
Mutual Fund Returns
Compare the Asset Class
As of 30th June, 2014
Top 10 Funds
As of 30th June, 2014
MF Returns: Lumpsum
Investment horizon
Days 1 year 5 years
Income Funds
Money Market
Floating Rate Funds
Short Term Plans
Gilt Funds
MIPs
Balanced Funds
Diversified Equity Funds
Sectoral Funds
Risk
Types of MF
Become an Investor
Investor is a person, who..... Invest for Long Term Invest for Future Needs (investment without goal is like tour
without destination)
Invest from Regular Savings (not from other investments)
Invest as per his/her risk appetitee
Thank You