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Wealth Creation Formula-SIP

MAGIC OF LONG TERM SIP FOR 5Yr’s


POWER OF COMPOUNDING

Scheme Investment Invested Fund Value Return


Mirae Asset Emerging Bluechip Fund 600,000 902,717 16.88
- Regular Plan - Growth Option
600,000 849,503 14.33
Canara Robeco Emerging Equities -
Regular Plan - GROWTH
L&T Mid Cap Fund-Regular Plan- 600,000 841,904 13.95
Growth
Principal Emerging Bluechip Fund - 600,000 827,542 13.23
Growth Option
600,000 808,672 12.27
Axis Midcap Fund - Growth

SIP of Rs.10000 , SIP Started from Oct 2013, SIP Period : 5 years

Equity SIPs have generated multifold tax free wealth


MAGIC OF LONG TERM SIP FOR 10Yr’s
POWER OF COMPOUNDING

Scheme Investment Invested Fund Value Return


Canara Robeco Emerging Equities - 1,200,000 3,581,322 21.01
Regular Plan - GROWTH
1,200,000 3,185,024 18.82
Principal Emerging Bluechip Fund -
Growth Option
L&T Mid Cap Fund-Regular Plan- 1,200,000 3,144,278 18.57
Growth
HDFC MID-CAP OPPORTUNITIES 1,200,000 3,129,094 18.48
FUND - Growth Option
Invesco India Midcap Fund - Growth 1,200,000 3,079,662 18.18
Option

SIP of Rs.10000 , SIP Started from Oct 1998, SIP Period : 20 years

Equity SIPs have generated multifold tax free wealth


MAGIC OF LONG TERM SIP FOR 15Yr’s
POWER OF COMPOUNDING

Scheme Investment Invested Fund Value Return


1,800,000 8,007,889 18.14
Sundaram Midcap Fund -Growth
1,800,000 6,895,334 16.42

Franklin India Prima Fund-Growth


Aditya Birla Sun Life MIDCAP Fund- 1,800,000 6,394,418 15.55
Growth
ICICI Prudential Long Term Equity 1,800,000 6,230,318 15.25
Fund (Tax Saving) - Growth
1,800,000 6,210,335 15.21
Franklin India Equity Fund - Growth

SIP of Rs.10000 , SIP Started from Oct 1998, SIP Period : 20 years

Equity SIPs have generated multifold tax free wealth


MAGIC OF LONG TERM SIP FOR 20Yr’s
POWER OF COMPOUNDING

Scheme Investment Invested Fund Value Return


Franklin India Prima 2,400,000 30,475,283 21.76
Fund-Growth
2,400,000 25,262,452 20.27
HDFC Equity Fund -
Growth Option
Aditya Birla Sun Life 2,400,000 22,260,629 19.26
Equity Fund - Growth -
Regular Plan
Franklin India Equity 2,400,000 22,277,302 19.26
Fund - Growth
HDFC Top 100 Fund - 2,400,000 21,646,105 19.03
Growth Option
SIP of Rs.10000 , SIP Started from Oct 1998, SIP Period : 20 years

Equity SIPs have generated multifold tax free wealth


MAGIC OF LONG TERM SIP FOR 22Yr’s
POWER OF COMPOUNDING

Scheme Investment Invested Fund Value Return


Franklin India Prima 2,640,000 51,081,710 22.58
Fund-Growth
Reliance Growth Fund- 2,640,000 50,446,244 22.49
Growth Plan-Growth
Option
HDFC Equity Fund - 2,640,000 46,314,157 21.88
Growth Option
Franklin India Equity 2,640,000 39,441,948 20.75
Fund - Growth
HDFC TaxSaver-Growth 2,640,000 31,088,083 19.06
Plan

SIP of Rs.10000 , SIP Started from Oct 1996, SIP Period : 22 years

Equity SIPs have generated multifold tax free wealth


MUTUAL FUND PERFORMANCE IN
LONG TERM


Particulars 5 Year's 10 Year's 15 Year's 20 Year's 22 Year's

Average Fund
Delivered 8.11 13.25 12.82 15.2 16.09

Best Fund
Delivered 16.88 21.01 18.14 21.76 22.58

Worst Fund
Delivered 0.6 7.04 6.71 8.28 9.19
MUTUAL FUND PERFORMANCE IN
LONG TERM

Particulars 5 Year's 10 Year's 15 Year's 20 Year's 22 Year's



Invested 600,000 1,200,000 1,800,000 2,400,000 2,640,000

Average Fund
Delivered 732,740 2,395,233 5,173,633 15,012,668 24,477,455

Best Fund Delivered 902,717 3,581,322 8,007,889 30,475,283 51,081,710

Worst Fund
Delivered 608,885 1,714,543 3,040,338 5,877,997 8,058,796
Thank You

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