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 to invest small and on regular basis Helping investors grow wealth multi-fold with Power of Compounding Managing market volatility & eliminating need for market timing
SIP has made life simple,convenient and better by Helping beat inflation Offering hassle free & convenient investing Helping you buy more when the markets are down and vice versa (Rupee Cost Averaging)
However, innovation is a continuous process & even SIP has to evolve Now Next
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 multiple schemes to diversify. Freedom to select schemes & amount. My Date # Choose your favourite day. Pause Why Stop when you can Pause? Perpetual No hassle to Renew your SIPs. *SIP Top-up. #Any Day SIP
iname Name your SIP after your loved ones & life goals to build a Dil Ka Rishta with your investments Track the progress of your goals through account statements easily 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
Booster * 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 Normal SIP of Rs. 5,000 Super SIP SIP of Rs. 5,000 + 10% yearly booster 25.5 YEARS 20 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
ichoose Freedom to select Scheme & Decide amount of your choice Flexibility to plan based on your risk profile
3-in-1 Invest in multiple schemes. One form could be used to invest in 3 different schemes with a single cheque Easy way to diversify your investment Hassle free which in turn saves time 3-in-1 facility in Application Form 4 (in case of discrepancy, Default plan/option will applied) investment and payment details 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) Plan Option Sub Option Frequency (if applicable) Amount in figure [`] Regular Direct Dividend Growth Payout Reinvest Sweep Tick any one* Lumpsum SIP 1. Principal D Q W HY M A 2. Principal D Q W HY M A 3. Principal D Q W HY M A Total (Amount in words) Dividend Sweep into Scheme Plan D-Dialy, M-Monthly, Q-Quartly, HY-Half Yearly & A-Annual
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
Pause Allows to take a break from your investment Why Stop when you can Pause your SIP during any financial constraint Automatically resume SIP anytime after the pause period
Perpetual No need to Renew your SIPs. Forget about the hassle of renewing SIP Continue your investment till your lifetime 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 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 Establish Dil ka Rishta with iname Realize goals faster with Booster * 3-in-1 facility offers convenience to diversify Super Features Freedom to choose schemes & amount with ichoose Choose any day of the month for SIP with My Date # Can take a break with Pause No hassle of renewal with Perpetual option *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.