Systematic Investment Plan - Updated - 20-Mar-2014

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Information about Systematic Investment Plan - Updated - 20-Mar-2014
Finance

Published on March 20, 2014

Author: amitsurpuriya9

Source: slideshare.net

Description

The Systematic Investment Plan (SIP) is a simple and time honored investment strategy for accumulation of wealth in a disciplined manner over long term period. The plan aims at a better future for its investors as an SIP investor gets good rate of returns compared to a one time investor.

What is Systematic Investment Plan

• A specific amount should be invested for a continuous period at regular intervals under this plan.
• SIP is similar to a regular saving scheme like a recurring deposit. It is a method of investing a fixed sum regularly in a mutual fund.
• SIP allows the investor to buy units on a given date every month. The investor decides the amount and also the mutual fund scheme.
• While the investor's investment remains the same, more number of units can be bought in a declining market and less number of units in a rising market.
• The investor automatically participates in the market swings once the option for SIP is made.
SIP ensures averaging of rupee cost as consistent investment ensures that average cost per unit fits in the lower range of average market price.

Systematic Investment Plan (It’s Never Too Late To Invest) http://www.kshitijfinancial.com/

Why SIP? • Despite there being patches when the investments go under water, the case for Systematic Investing is still compelling and remains the best way to participate in the Equity markets. Features of SIP: 1. Light on the wallet. 2. A specific amount is invested for a continuous period at regular intervals under this plan. 3. SIP is similar to a regular saving scheme like a recurring deposit. It is a method of investing a fixed sum regularly in a mutual fund 4. SIP allows the investor to buy units on a given date every month. The investor decides the amount and also the mutual fund scheme 5. While the investor's investment remains the same, more number of units can be bought in a declining market and less number of units in a rising market 6. The investor automatically participates in the market swings once the option for SIP is made http://www.kshitijfinancial.com/

Benefits of SIP • Saving a small sum of money regularly at an early age makes money work with greater power of compounding with significant impact on wealth accumulation. • SIP helps in averaging cost of acquiring units • It is very convenient. SIP can be operated by simply providing post dated cheques with the completed enrolment form or give ECS instructions. The cheques can be banked on the specified dates and the units credited into the investor's account. • It helps in creating wealth over a longer time period. • It makes investor disciplined in their savings. http://www.kshitijfinancial.com/

Example: Reliance Growth Fund • Inception: 8-Oct-1995 • Amt of SIP: Rs.1000 Per Month • Total Months : 220 (Till 20-Feb-2014) • Total Investment Value: Rs.220000 • Total No of Units: 6248.8416 • Value of Investment: Rs.29,25,966.00 • Annualised Returns: 24.28 % • Annualised Returns of Index: 12.31 % http://www.kshitijfinancial.com/

Portfolio Scheme Category Rating DSP BlackRock Top 100 Equity Equity – Large Cap Franklin India Bluechip Fund Equity – Large Cap HDFC Mid-Cap Opp Fund Equity – Mid & Small Cap ICICI Pru Discovery Fund Equity – Mid & Small Cap Reliance Equity Opp Fund Equity – Multi Cap Selecting well-performing funds with high ratings is the first step towards successful investing http://www.kshitijfinancial.com/

Performance * NAV as on 20-MAR-14 http://www.kshitijfinancial.com/ SIP Returns Scheme NAV Rs 1 Yr 3 Yrs 5 Yrs 10 Yrs 15 Yrs Since Inception DSP BlackRock Top 100 Equity 107.20 14.28 8.49 7.49 13.84 - 16.25 Franklin India Bluechip Fund 235.78 16.21 9.78 8.85 13.57 19.69 26.98 HDFC Mid-Cap Opp Fund 18.11 40.41 17.82 16.32 - - 16.97 ICICI Pru Discovery Fund 55.48 37.45 17.58 15.18 - - 17.16 Reliance Equity Opp Fund 42.527 29.46 15.04 14.46 - - 15.49

Performance * NAV as on 20-MAR-14 http://www.kshitijfinancial.com/ SIP Returns & Valuations Scheme 1 Yr 3 Yrs 5 Yrs 10 Yrs 15 Yrs Since Inception Inv Rs. Value Rs. Inv Rs. Value Rs. Inv Rs. Value Rs. Inv Rs. Value Rs. Inv Rs. Value Rs. Inv Rs. Value Rs. DSP BlackRock Top 100 Equit 12000 12759 36000 40632 60000 72029 120000 244553 133000 347689 Franklin India Bluechip Fund 12000 12859 36000 41373 60000 74449 120000 241055 180000 916077 244000 3228216 HDFC Mid-Cap Opp Fund 12000 14067 36000 46164 60000 89053 81000 142990 ICICI Pru Discovery Fund 12000 13924 36000 46015 60000 86666 116000 272673 Reliance Equity Opp Fund 12000 13531 36000 44467 60000 85207 108000 221492

Asset Allocation http://www.kshitijfinancial.com/

Capitalisation Portfolio Style Break Up  Rank   Percentage (%)  Giant   33.28    Large Cap   15.71    Mid Cap   38.17    Small Cap   12.84    Not Classified   0.00 http://www.kshitijfinancial.com/

Equity Style Box http://www.kshitijfinancial.com/

Sector Allocation Portfolio Sector Allocation Sector Net Asset(%) Asset Value ` Financial 20.11 1119 Technology 15.26 849 Healthcare 11.27 627 Energy 9.87 549 Engineering 8.15 454 Services 6.85 382 Automobiles 6.06 337 FMCG 3.86 215 Chemicals 3.79 211 Construction 3.59 199 Diversified 3.34 185 Communication 2.71 151 Cons Durables 2.17 121 Metals 2.00 111 Others 0.70 39 Textiles 0.27 15 Total 100 5003 http://www.kshitijfinancial.com/

Stock Allocation Top 15 Equity Portfolio Holdings  Company Net Asset(%) Value ` Infosys 4.63 257 ICICI Bank 3.56 198 HDFC Bank 3.05 169 Reliance Inds 2.41 134 L&T 2.21 123 Divis Labs 2.21 123 HCL Tech 1.94 108 Axis Bank 1.81 100 TCS 1.78 98 MindTree 1.63 90 Wipro 1.63 90 Maruti Suzuki 1.46 81 BPCL 1.45 80 Persistent 1.44 80 SBI 1.18 55 Others-Miscellaneous 66.84 3720 Total Portfolio Value 100.00 5003 http://www.kshitijfinancial.com/

SIP of Rs.5000 p.m. Returns SIP Period (Yrs) Total Investment 12 15 18 20 5 ` 300000 ` 408348 ` 442872 ` 481073 ` 508791 10 ` 600000 ` 1150193 ` 1376000 ` 1656000 ` 1880476 15 ` 900000 ` 2497900 ` 3342533 ` 4528122 ` 5578499 20 `1200000 ` 4946000 ` 7486000 ` 11544000 ` 15548259 Monthly Income (ROI @ 8% p.a.) ` 32973 ` 49907 ` 76960 ` 103655 http://www.kshitijfinancial.com/

• SIP is a Good way to Invest to achieve Financial goal such as Marriage or Education of Children's, Wealthy Retirement and many more. http://www.kshitijfinancial.com/

To Invest In Mutual Funds Contact : Amit M. Surpuriya KSHITIJ FINANCIAL SERVICES Mobile: 98508 73688 Email: asurpuriya@gmail.com Website: http://www.kshitijfinancial.com/

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