A better way to plan for your dreams Super Features of Super SIP - - PowerPoint PPT Presentation

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Jan 06, 2023 151 likes •356 views

Mutual Fund A better way to plan for your dreams Super Features of Super SIP iName Booster * 3-in-1 iChoose My Date # Pause Perpetual *SIP Top-up. #Any Day SIP Innovation has made Life Simple Convenient Better Offline Shopping

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A better way to

plan for your dreams

iName Booster* 3-in-1 iChoose My Date# Pause Perpetual

Super Features of Super SIP

*SIP Top-up. #Any Day SIP

Mutual Fund

SLIDE 2

Convenient Simple

Online Shopping Cab Aggregators Mobile Phones Offline Shopping Kali Pili Wired Landlines

Better

Innovation

has made Life…

SLIDE 3

has been one such innovation

SIP

(Systematic Investment Plan)

SLIDE 4

Allowing investors to invest small and

n regular basis

Managing market volatility & eliminating need for market timing Helping investors grow wealth multi-fold with Power of Compounding

SIP has made life simple,convenient and better by

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Helping beat inflation Helping you buy more when the markets are down and vice versa (Rupee Cost Averaging) Offering hassle free & convenient investing

SIP has made life simple,convenient and better by

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However, innovation is a continuous process & even SIP has to evolve

Now Next

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Presenting

An evolved version of SIP to help you plan better, so that you invest in Goals and not just in Markets

Mutual Fund

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convenient & delightful!

Super Features of Super SIP

ffer enhanced investing

experience by making it more

SLIDE 9

Plan better with

super features

Booster*

Meet your life goals faster.

3-in-1

Convenience of choosing multiple schemes to diversify. *SIP Top-up. #Any Day SIP

iChoose

Freedom to select schemes & amount.

My Date#

Choose your favourite day.

Perpetual

No hassle to Renew your SIPs.

Pause

Why Stop when you can Pause?

iName

Name your investments.

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iName

Name your SIP after your loved

nes & life goals to build a

Dil Ka Rishta with your investments Goal based investing Track the progress of your goals through account statements easily Remain disciplined through your investment journey iName in Account Statement

Portfolio Statement

Goal Name : Vacation, Target Value : 2,00,000

Statement Date : 02 Jan 2018 For the period 14 Oct 2010 to 19 Dec 2017 Scheme Name Principal Arbitrage Fund - Direct Plan Growth Principal Emerging Bluechip Fund - Direct Plan Growth Purchase Amount 2,000.00 56,809.45 Balance Units 185.851 811.225 NAV Date 29/09/2017 29/09/2017 Current NAV(Rs.) 10.91337 105.39 Total Value(Rs.) 2,028.32 85,468.00

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Booster *

Normal SIP

f Rs. 5,000

1 Crore

The calculations are for illustrative purposes only and the actual returns of your investment may be more or less For calculation purpose 12% XIRR is assumed | SIP is assumed to be monthly and made at the beginning of the month

YEARS

25.5

YEARS

Automatically increases your SIP amount on periodic basis

Could help to meet your life goals

faster. Increasing SIP amounts helps

you to fastrack your investment journey

An illustration of how booster facility could help you become a crorepati faster

*SIP Top-up SIP of Rs. 5,000 10% yearly booster

Super SIP

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iChoose

Freedom to select – Scheme & – Decide amount of your choice Flexibility to plan based

n your risk profile

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3-in-1

Invest in multiple

schemes. One form

could be used to invest in 3 different schemes with a single cheque 3-in-1 facility in Application Form Hassle free which in turn saves time Easy way to diversify your investment

investment and payment details

(in case of discrepancy, Default plan/option will applied) Ref Instruction A, B & C

i Name Give a name to investment Target Amount INVESTMENT TYPE ONLY LUMPSUM ONLY SIP* LUMPSUM & SIP* *ATTACH FORM 2 Scheme (Invest in upto 3 schemes with single cheque) Regular Direct Dividend Plan Option Sub Option Amount in figure [`] Growth Payout Reinvest Sweep Tick any one* Lumpsum SIP Frequency (if applicable)

1. Principal
2. Principal
3. Principal

Total (Amount in words) D Q W HY M A D Q W HY M A D Q W HY M A Dividend Sweep into Scheme Plan D-Dialy, M-Monthly, Q-Quartly, HY-Half Yearly & A-Annual

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My Date #

Choose any date for your SIPs based on your lucky number, birth date or anniversary so that you can have Dil Ka Rishta with your investments Choose SIP date based on your convenience

#Any Day SIP

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Pause

Allows to take a break from your investment Automatically resume SIP anytime after the pause period Why Stop when you can Pause your SIP during any financial constraint

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Perpetual

No need to Renew your SIPs. Forget about the hassle

f renewing SIP

Keep investing until you wish to stop it Continue your investment till your lifetime

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Wondering how

Super SIP

helps you to

plan better

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Super SIP helps you to plan better because you get…

Power of compounding Convenient as money is automatically invested Averages out purchasing price Helps negate volatility as it buys more units in falling markets and less units when markets are rising Allows you to invest small amount

Functional Benefits of SIPs Super Features

Establish ‘Dil ka Rishta’ with iName Choose any day of the month for SIP with My Date# Realize goals faster with Booster* Freedom to choose schemes & amount with iChoose No hassle of renewal with Perpetual option 3-in-1 facility offers convenience to diversify Can take a break with Pause

*SIP Top-up. #Any Day SIP

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Diversification does not guarantee investment returns and does not eliminate the risk of loss. It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and investors may not get back the full amount invested. Past performance may or may not be sustained in future. The views/ opinions contained herein are not to be taken as an advice or recommendation to buy or sell any investment or interest thereto.

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