Mutual Fund knowledge centre

Curious About Mutual Funds? Presenting an elementary guide that covers all aspects of Mutual Funds & empowers you knowledge so you can take right financial decisions. Come, begin your journey with us. Visit us @ www.MoneyMantraOnline.com

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[object Object],[object Object],NAV – The value of the units of a Mutual Fund Visit us @ www.MoneyMantraOnline.com

[object Object],[object Object],[object Object],[object Object],[object Object],NAV – An illustration Visit us @ www.MoneyMantraOnline.com

Tax Benefits Regulated by SEBI Transparency Liquidity Visit us @ www.MoneyMantraOnline.com

[object Object],Open ended Funds Close ended Funds Close ended funds have a stipulated maturity period. These schemes are open for subscription / entry only during a specified period at the time of their launch. Some close ended schemes provide an exit option before the maturity on stipulated dates charging some exit load. Visit us @ www.MoneyMantraOnline.com

[object Object],Equity Funds Debt Funds Debt Funds or fixed income funds invest in government or corporate securities / bonds that offer fixed rates of return. The goal of fixed income funds is to provide current income consistent with the preservation of capital. Visit us @ www.MoneyMantraOnline.com

[object Object],Hybrid Funds Money Market Funds Liquid or Money Market Funds provide a very high stability of principal while seeking a moderate to high current income. They invest in highly liquid, virtually risk-free, very short term debt securities of agencies of the Indian Government, Banks and corporations and Treasury Bills. Visit us @ www.MoneyMantraOnline.com

[object Object],MIP Monthly Income Plans ELSS Equity Linked Saving Schemes ELSS popularly known as Tax Saving Funds invest predominantly in equities. They offer deduction from gross total income to the investors, at present, under section 80C of the Income Tax Act. The investment made to any ELSS scheme is eligible for deduction up to Rs.1 lac every financial year & every purchase transaction is strictly locked in for a period of 3 years. Visit us @ www.MoneyMantraOnline.com

Options Available Growth Dividend Dividend Payout Dividend Reinvest Visit us @ www.MoneyMantraOnline.com

[object Object],[object Object],[object Object],[object Object],[object Object],Things to consider while choosing the fund Visit us @ www.MoneyMantraOnline.com

SIP S mart I nvestors’ P reference Visit us @ www.MoneyMantraOnline.com

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Phase1 Phase 2 Phase 3 Education Earning Years Post Retirement Yrs Visit us @ www.MoneyMantraOnline.com

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[object Object],[object Object],[object Object],It is critical, Yet Most Don’t Do It! Visit us @ www.MoneyMantraOnline.com

[object Object],[object Object],[object Object],[object Object],Getting rich is simpler than you think!! 6% p.a. 10% p.a. 15% p.a. Even small amounts invested regularly grow substantially over long term if you choose the right product.

Start Early Invest Regularly Create Wealth Visit us @ www.MoneyMantraOnline.com

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Total Investment You – Rs.60,000 Your Twin- Rs.2,40,000 Start Early!

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],A: On the worst day to buy (highest sensex each yr) B: On the best day to buy (lowest sensex each yr) Invest Regularly The Result 15% 17% Visit us @ www.MoneyMantraOnline.com

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Invest Regularly ? Visit us @ www.MoneyMantraOnline.com

[object Object],[object Object],[object Object],[object Object],Create Wealth Visit us @ www.MoneyMantraOnline.com Compounded Annualised Return Number of yrs. 15 yrs 20yrs Monthly Investment Rs. 5000 Rs. 5000 Total Investment Rs. 9.0 lakh Rs. 12 lakh Assumed Annualised Return 18 % 18 % Final corpus Rs. 45.96 lakh Rs. 1.17 crore

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us @ www.MoneyMantraOnline.com

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SIP allows you to buy more units when markets are down & less when market moves up Average Price is average of all NAV’s = Rs.9.95 Avg. cost is the cost incurred to buy units (24000/2538.91=Rs.9.45 As a result of the above, the average cost of investment is less than the average price. This way you can manage to reduce the cost of entry. Average NAV 10 9.95 Market Value 26,400.00 27,928.06

Light on the wallet Benefits of SIP Inculcates a financial discipline Averages out the cost of investment. Reduces the market mis-timing risk Compounds the returns & helps achieve your goals easily. Visit us @ www.MoneyMantraOnline.com

Visit us @ www.MoneyMantraOnline.com Thank You! Presented By: Yogesh Bulbule, Bcom, MBA Finance, Financial Planner at Money Mantra Investments.

Mutual Fund knowledge centre

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