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 Kali Pili Wired Landlines Online Shopping Cab Aggregators Mobile Phones
SIP (Systematic Investment Plan) has been one such innovation
SIP has made life simple,convenient and better by Allowing investors Helping investors Managing market to invest small and grow wealth multi-fold volatility & eliminating on regular basis with Power of Compounding need for market timing
SIP has made life simple,convenient and better by Helping beat inflation Offering hassle free & Helping you buy convenient investing more when the markets are down and vice versa (Rupee Cost Averaging)
However, innovation is a continuous process & even SIP has to evolve Next Now
Mutual Fund Presenting An evolved version of SIP to help you plan better, so that you invest in Goals and not just in Markets
Super Features of Super SIP offer enhanced investing experience by making it more convenient & delightful!
Plan better with super features iName Booster * 3-in-1 iChoose Name your investments. Meet your life goals faster. Convenience of choosing Freedom to select multiple schemes to diversify. schemes & amount. My Date # Pause Perpetual Choose your favourite day. Why Stop when you can Pause? No hassle to Renew your SIPs. *SIP Top-up. #Any Day SIP
Track the progress of your Name your SIP after your loved iName goals through account ones & life goals to build a statements easily Dil Ka Rishta with your investments Goal based investing Remain disciplined through your investment journey iName in Account Statement Statement Date : 02 Jan 2018 For the period 14 Oct 2010 to 19 Dec 2017 Portfolio Statement Goal Name : Vacation, Target Value : 2,00,000 Scheme Name Purchase Amount Balance Units NAV Date Current NAV(Rs.) Total Value(Rs.) Principal Arbitrage Fund - Direct Plan Growth 2,000.00 185.851 29/09/2017 10.91337 2,028.32 Principal Emerging Bluechip Fund - Direct Plan Growth 56,809.45 811.225 29/09/2017 105.39 85,468.00
Automatically increases your Could help to meet your life goals faster. Increasing SIP amounts helps SIP amount on periodic basis Booster * you to fastrack your investment journey An illustration of how booster facility could help you become a crorepati faster Super SIP Normal SIP SIP of Rs. 5,000 + of Rs. 5,000 10% yearly booster 25.5 20 YEARS YEARS 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 *SIP Top-up
Freedom to select Flexibility to plan based iChoose – Scheme & on your risk profile – Decide amount of your choice
Invest in multiple Easy way to diversify Hassle free 3-in-1 schemes . One form your investment which in turn could be used to invest saves time in 3 different schemes with a single cheque 3-in-1 facility in Application Form 4 (in case of discrepancy, Default plan/option will applied) investment and payment details i Name Give a name to investment Target Amount Ref Instruction A, B & C INVESTMENT TYPE ONLY LUMPSUM ONLY SIP * LUMPSUM & SIP * * ATTACH FORM 2 Plan Option Sub Option Frequency Amount in figure [ `] Scheme (if applicable) (Invest in upto 3 schemes with single cheque) Regular Direct Dividend Growth Payout Reinvest Sweep Tick any one* Lumpsum SIP D W M 1. Principal Q HY A D W M 2. Principal Q HY A D W M 3. Principal Q HY A Total (Amount in words) D-Dialy, M-Monthly, Q-Quartly, HY-Half Yearly & A-Annual Dividend Sweep into Scheme Plan
Choose any date for your SIPs Choose SIP date My Date # based on your lucky number, based on your convenience birth date or anniversary so that you can have Dil Ka Rishta with your investments #Any Day SIP
Allows to take a break Why Stop when you can Pause from your investment Pause your SIP during any financial constraint Automatically resume SIP anytime after the pause period
No need to Renew your SIPs. Continue your investment Perpetual Forget about the hassle till your lifetime of renewing SIP Keep investing until you wish to stop it
Wondering how Super SIP helps you to plan better
Super SIP helps you to plan better because you get… Functional Benefits of SIPs Averages out purchasing price Allows you to invest small amount Power of compounding Convenient as money is Helps negate volatility as it buys automatically invested more units in falling markets and less units when markets are rising Super Features Establish ‘Dil ka Rishta’ Freedom to choose schemes & Can take a break with Pause with iName amount with iChoose Realize goals faster with Booster * Choose any day of the month for No hassle of renewal with SIP with My Date # Perpetual option 3-in-1 facility offers convenience to diversify *SIP Top-up. #Any Day SIP
Distributed by: 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. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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