Upload
sipcapital
View
167
Download
0
Tags:
Embed Size (px)
Citation preview
Open Ended All Equity one Year Return
Fund NAV (Date) Returns(%) Return as on
ICICI Prudential FMCG 78.85 (10-Feb) 37.47 2/10/2012
Magnum FMCG 34.71 (10-Feb) 34.07 2/10/2012
Magnum Emerging Businesses
44.23 (10-Feb) 26.23 2/10/2012
UTI Transportation and Logistics
27.89 (10-Feb) 18.38 2/10/2012
Reliance Media Entertainment
29.50 (10-Feb) 17.77 2/10/2012
Sundaram India Leadership Inst
14.23 (10-Feb) 17.70 2/10/2012
Birla Sun Life India GenNext 24.42 (10-Feb) 17.12 2/10/2012
Mirae Asset Emerging Bluechip Regular
11.28 (10-Feb) 17.01 2/10/2012
UTI Wealth Builder Series II Retail
20.79 (10-Feb) 16.93 2/10/2012
UTI MNC 63.07 (10-Feb) 16.71 2/10/2012
SO ALL CLIENTS WILL SURE BENEFIT FROM THIS SOUND INVESTMENT IN MUTUAL FUNDS.
GET THIS EDGE BY SIGNING WITH US
THIS INVESTMENT WILL GIVE A PEACE OF MIND, FINANCIAL STABILITY, WEALTH GENERATION &HAPPINESS & SPEEDILY HELP YOU IN ACHIEVING YOUR GOALS.
Mutual funds have advantages compared to direct investing in individual securities. These include:• Increased diversification• Daily liquidity• Professional investment management• Ability to participate in investments that may be available only to larger investors• Service and convenience• Government oversight• Ease of comparison
• Daily / Anytime Liquidity• High Returns• Safety• Professionally managed• Fast Service• Rich Experience• Peace of Mind• Completely Focused• Efficient Wealth management• 24X7 Customer Support
SIP Capital Ltd. Gives you flexibility to choose from several investment plans where you can invest from minimum to as your budget allows.
SAVING PLANS
Short Term Plans:
Trial Plan Minimum Investment: Rs 10,000 Expected return: 1.5% to 3% Tenure: 1 month Liquidity: Anytime Performance Fee : 10% of the Profit Service Charge : 2% of the Investment
amount Investment venture: Mutual Funds
Investment Amount(Rs) Tenure Maturity Amount(Rs)
10,000 1 Month 10,150 to 10,300
1,00,000 1 month 1,01,500 to 1,03,000
10,00,000 1 Month 10,15,000 to 10,30,000
1 cr 1 Month1,01,50,000 to,1,0300,000
Minimum Investment: Rs 10,000 Expected return: 10% to 15% Tenure: 3 months Liquidity: Anytime Performance Fee : 10% of the Profit Service Charge : 2% of the Investment
amount Investment venture: Mutual Funds
Investment Amount(Rs) Tenure Maturity Amount(Rs)
10,000 3 Month 11,000 to 11,500
1,00,000 3 month 1,10,000 to 1,15,000
10,00,000 3 Month 11,00,000 to 11,50,000
1 cr 3 Month1,10,00,000 to,1,15,00,000
These plans are most suitable for long term investment objective like Retirement Planning, Child Future Planning & Wealth building. As we all know, wealth can be build in one day, it requires patience and saving on month on month basis to create wealth.
1 Royal Savings
Investment Amount: Rs 1000 Tenure: 30 years Total investment : Rs 3,60,000 Expected Wealth: Approx. at 15% annual return Rs 69 lakh & Rs 2crore 30 lakh at 20%
annual return.
Investment Amount: Rs 10,000 Tenure: 30 years Total Investment : Rs 36,00,000
Expected Wealth:
Approx. at 15% annual return 7Crore & Rs 23 Crore at 20% annual return.