Investing In Mutual Funds

[object Object],The Inflation…. Point to Point Inflation figure for January 2010 Source: http://labourbureau.nic.in/indtab.html

and The Interest… ,[object Object],Best Bank Fixed Deposit Interest Rate for 3 year period NEGATIVE GROWTH Source: http://www.rupeetimes.com

Our Goals… ,[object Object],[object Object],[object Object],[object Object]

Glimpses of Equity MF Performance

How Mutual Funds Work? Passed back to Generates Invest in Pool their money with

Mutual Fund History ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Types of Mutual Funds ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Why Invest in Mutual Funds? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Selecting a Mutual Fund ,[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]

Points to Note ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Modes of Investing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

MF Industry now… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Source: www.amfiindia.com

Investment Strategies ,[object Object],[object Object],[object Object],[object Object]

Asset Allocation ,[object Object]

Sample Asset Allocation ,[object Object],[object Object],[object Object],[object Object]

Benefits of Asset Allocation ,[object Object],[object Object],[object Object],[object Object]

Core & Satellite ,[object Object],[object Object]

Systematic Investment Plan - SIP ,[object Object],[object Object],Month SIP Amt NAV Units January 1000 10.15 98.522 February 1000 10.2 98.039 March 1000 10.35 96.618 April 1000 10.45 95.694 May 1000 10.5 95.238 June 1000 10.6 94.34 July 1000 10.4 96.154 August 1000 10.3 97.087 September 1000 10.4 96.154 October 1000 10.6 94.34 November 1000 10.65 93.897 December 1000 10.75 93.023 Total 12000 10.44583 1149.106

Systematic Investment Plan - SIP ,[object Object],[object Object],[object Object],Assuming rate of return @ 15% compounded annually Year Beginning Amt Investment Growth Ending Amt x time investment 2010 - 12,000 1,800 13,800 1.2 2011 13,800 12,000 3,870 29,670 1.2 2012 29,670 12,000 6,251 47,921 1.3 2013 47,921 12,000 8,988 68,909 1.4 2014 68,909 12,000 12,136 93,045 1.6 2015 93,045 12,000 15,757 120,802 1.7 2016 120,802 12,000 19,920 152,722 1.8 2017 152,722 12,000 24,708 189,430 2.0 2018 189,430 12,000 30,215 231,645 2.1 2019 231,645 12,000 36,547 280,191 2.3 2020 280,191 12,000 43,829 336,020 2.5 2021 336,020 12,000 52,203 400,223 2.8 2022 400,223 12,000 61,833 474,056 3.0 2023 474,056 12,000 72,908 558,965 3.3 2024 558,965 12,000 85,645 656,610 3.6 2025 656,610 12,000 100,291 768,901 4.0 2026 768,901 12,000 117,135 898,036 4.4 2027 898,036 12,000 136,505 1,046,542 4.8 2028 1,046,542 12,000 158,781 1,217,323 5.3 2029 1,217,323 12,000 184,398 1,413,721 5.9

Systematic Transfer Plan - STP ,[object Object],[object Object],[object Object],[object Object]

To conclude.. ,[object Object],[object Object],[object Object]

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Investing In Mutual Funds

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