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    Mutual Fund Management. Sybim-Sem-3 Faculty - Khyati Ma'am Co-Ordinator - Sheetal Ma'am Hinduja College of Commerce

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    Monish jain
    The document discusses various mutual fund investment plans - SIP, Micro SIP, STP, and SWP. It provides details on how each plan works, including setting up regular investments or withdrawals from a mutual fund on a monthly or quarterly basis for a fixed amount. The key benefits of each plan are maintaining a disciplined investment strategy, rupee cost averaging, and gaining from the power of compounding to achieve long-term financial goals.

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    Mutual Fund Management. Sybim-Sem-3 Faculty - Khyati Ma'am Co-Ordinator - Sheetal Ma'am Hinduja College of Commerce

    Uploaded by

    Monish jain
    12 views24 pages
    The document discusses various mutual fund investment plans - SIP, Micro SIP, STP, and SWP. It provides details on how each plan works, including setting up regular investments or withdrawals from a mutual fund on a monthly or quarterly basis for a fixed amount. The key benefits of each plan are maintaining a disciplined investment strategy, rupee cost averaging, and gaining from the power of compounding to achieve long-term financial goals.

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    The document discusses various mutual fund investment plans - SIP, Micro SIP, STP, and SWP. It provides details on how each plan works, including setting up regular investments or withdrawals from a mutual fund on a monthly or quarterly basis for a fixed amount. The key benefits of each plan are maintaining a disciplined investment strategy, rupee cost averaging, and gaining from the power of compounding to achieve long-term financial goals.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    12 views24 pages

    Mutual Fund Management. Sybim-Sem-3 Faculty - Khyati Ma'am Co-Ordinator - Sheetal Ma'am Hinduja College of Commerce

    Uploaded by

    Monish jain
    The document discusses various mutual fund investment plans - SIP, Micro SIP, STP, and SWP. It provides details on how each plan works, including setting up regular investments or withdrawals from a mutual fund on a monthly or quarterly basis for a fixed amount. The key benefits of each plan are maintaining a disciplined investment strategy, rupee cost averaging, and gaining from the power of compounding to achieve long-term financial goals.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    of 24

    Mutual Fund Management.

    SYBIM- SEM-3
    Faculty- Khyati Ma’am
    Co-ordinator - Sheetal Ma’am
    Hinduja College of Commerce.
    20. Monish Jain
    38. Hrishikesh Panditrao
    17. Jinit Jain
    05. Rushabh Chhajed
    21. Rushabh Jain
    19. Kush Jain
    PRICE IS WHAT YOU PAY.
    VALUE IS WHAT YOU GET.
    -WARREN BUFFET
    Title and Content Layout with List

    • SIP (SYSTEMATIC INVESTMENT PLAN)


    • MICRO SIP
    • STP (SYSTEMATIC TRANSFER PLAN)
    • SWP (SYSTEMATIC WITHDRAWAL
    PLAN)
    THINK BIG, START SMALL
    SYSTEMATIC INVESTMENT PLAN
    SIP
    KEY BENEFIT :-

     HISTORY.

     RUPEE COST AVERAGING.

     POWER OF COMPOUNDING.

     DISCIPLINED INVESTMENT
    TO ACHIEVE GOALS.

     BENEFITS OF SIP
    WHAT IS SIP?

    MONTHLY OR QUARTERLY
    MUTUAL
    BANK FUND
    ACCOUNT SCHEME

    FIXED AMOUNT
    HISTORY
    SIP was originally designed by Mark
    Handley, Henning Schulzrinne, Eve
    Schooler and Jonathan Rosenberg in
    1996 to facilitate establishing
    multicast multimedia sessions on the
    Mbone. The protocol was
    standardized as RFC 2543 in 1999.
    RUPEE COST
    AVERAGING .
    Rupee cost averaging works well in
    mutual fund SIP where an investor
    invests a fixed sum every month in a
    specific scheme.
    POWER OF COMPOUNDING
    The not so secret recipe in the wealth
    creation is the “power of
    compounding”. The concept of
    compounding is simple. Power of
    compounding is nothing but interest
    earned on interest or profits earned
    on profits.
    KEY BENEFITS OF SIP
    DISCIPLINED
    INVESTMENT TO
    ACHIEVE GOALS.
    • Goal setting.
    • Creating surplus.
    • Regular investments.
    • Investment account.
    • Asset allocation.
    BENEFITS OF SIP
    1. DISCIPLINE SAVING-:

    2. FLEXIBILITY -:

    3. LONG TERM GAINS-:


    Any Date SIP
    Now you can make investments on Any DATE

    sun mon tue wed thu fri sat


    1 2 3 4 5
    Right after the salary!
    6 7 8 9 10 11 12
    salary SIP
    13 14 15 16 17 18 19

    20 21 22 23 24 25 26

    27 28 29 30 31
    MICRO Don’t put
    SIP all your
     History
    eggs in a
     What is Micro SIP?
    basket!
     How MICRO SIPs
    work?

     What you need to


    know?
    History
    SBI Mutual Fund
    launched its equity–
    based micro systematic investment 
    plan (Micro SIP). It is aimed at
    getting in low income households in
    rural and semi-urban areas to benefit
    from the long
    term investment in equity as an
    asset class
    WHAT IS MICRO
    SIP ?
    MICRO Sip is systematic investment
    plan but with the added feature of
    low monthly investment amount just
    of RS/-100
    How micro SIP
    works
    Basically it depends on the investor
    what’s the time period of annuity the
    minimum amount of investment is
    RS/-100 or above. It’s minimum
    tenure is facility is five years
    WHAT YOU NEED IN MICRO SIP
    Micro SIPs are exempt from the
    requirement of PAN or KYC
    documentation. However, a copy of a
    photo identification document, such
    as the Aadhar card, voter ID
    or driving licence, issued by the
    government, needs to be submitted
    and verified with the originals.
    SEEKS TO HARNESS SYSTEMATIC
    STP THE POWER OF
    CHANGE TRANSFER
    PLAN
     AIMS FOR HIGHER
    RETURNS

     AIMS TO
    REDUCE

     BALANCING
    INVESTMENT

     AVERAGING COST
    MONTHLY OR QUARTERLY

    SOURCE TARGET
    SCHEME SCHEME

    FIXED AMOUNT
    What is STP ?
    An STP is a plan that allows investors
    to give consent to a mutual fund to
    periodically transfer a certain amount
    / switch (redeem) certain units from
    one scheme and invest in another
    scheme of the same mutual
    fund house.
    SPEND WHEN YOU SYSTEMATIC
    PLAN SWP WITHDRAWAL PLAN

    Key Benefits

    o Regular Flows of Income

    o Plan for Big Expense

    o On going Investment

    o Retirement Plan
    MONTHLY OR QUARTERLY

    SELECTED
    INVESTOR
    SCHEME

    FIXED AMOUNT
    What is SWP?
    SWP refers to Systematic Withdrawal
    Plan which allows an investor to
    withdraw a fixed or variable amount
    from his mutual fund scheme on a
    preset date every month, quarterly,
    semi annually or annually as per his
    needs.

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