TSystematic Investment Plan - Best Mutual Fund Investment ...

sTSystematic Investment Plan

Did you know?

If your current monthly expenses are ` 30,000/- per month, then after 20 years you will require ` 80,000/- a month to just maintain the same lifestyle!

An education degree for your child which currently costs ` 20 lakh could cost over ` 34 lakh after 11 years!

In 1990 petrol price was ` 9.84 and ` 74.52 today! It has increased 8 times in 25 years!

Sensex has grown from approx. 700 points in 1990 to approx. 28000 points in 2015, thus having shown a growth of 34x over a span of 25 years.

Source: Internal analysis. Data as on 30th June 2015

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Value of money over time

Over FY79-15 inflation on an average has been 8.4%, eroding purchasing power of ` by 94%

120

100

Infla on erodes purchasing power of money

Rupee

80

60

40

20 CPI = Consumer Price Index

5.58

Mar79 Dec79 Oct80 Jul 81 Apr 82 Jan 83 Oct83 Jul 84 Apr 85 Jan 86 Oct86 Jul 87 Apr 88 Jan 89 Oct89 Jul 90 Apr 91 Jan 92 Oct92 Jul 93 Apr 94 Jan 95 Oct95 Jul 96 Apr 97 Jan 98 Oct98 Jul 99 Apr 00 Jan 01 Oct01 Jul 02 Apr 03 Jan 04 Oct04 Jul 05 Apr 06 Jan 07 Oct07 Jul 08 Apr 09 Jan 10 Oct10 Jul 11 Apr 12 Jan 13 Oct13 Jul 14 Apr 15

Source: Bloomberg, MOAMC internal analysis, Data as on Jul 31, 2015 Note: The information herein is used for comparison purpose and is illustrative and is not sufficient and shouldn't be used for the development or implementation of an investment strategy. It should not be construed as an investment advice to any party. Past performance may or may not be sustained in future.

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Importance of good investments

All individuals need to invest for:

Child's marriage Child's educa on

Home

Medical emergency

Car Re rement

Vaca on

Other family obliga ons

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Investors usually are scared of ...

The downside risk in equities

The risk of losing some or

all of the amount invested.

The risk of market volatility

The risk that an investment can be illiquid

The risk of timing the

market

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