Wealth Index Financial Services: Why SIP???

Wealth Index Financial Services: Why SIP???: The power of rupee cost averaging: Through a systematic investment plan (SIP) you can choose to invest fixed amounts in a mutual f...

Why SIP???

The power of rupee cost averaging:


Through a systematic investment plan (SIP) you can choose to
invest fixed amounts in a mutual fund scheme which
could be as low as Rs500 at regular intervals (like every
month) for a chosen period of time (say for a year).
The amount you invest every month or every quarter
will be used to purchase units of a SIP of a mutual
fund scheme. Small amounts set aside every month
towards well performing SIP mutual fund schemes can
make an investor achieve his financial goals in future.

Invest in instruments that beat Inflation:


Equity investing can help you combat rising inflation
that diminishes the value of your savings.

SIP over a longer period can reduce the cost per unit:


An investment of Rs24,000 in a mutual fund resulted in a value of Rs25,200 after
12 months; whereas a SIP mutual fund investment of
Rs2,000 per month grew to Rs27,095 after the same
period.


Fewer efforts to opt for SIP
The procedure to invest through SIP is easy. All you
need to do is give post-dated cheques or opt for an
auto debit of a specific amount towards SIP from your
bank account. SIP plans are completely flexible. One can
invest for a minimum of six months or for a long tenure.
Also, there is an option of choosing the investment
interval which could be monthly or quarterly.

Abstract: Sharekhan reports

Spot potential early

Small and Mid-Cap companies offer higher return potential than large cap companies on one hand but also carry higher risk than large cap companies, particularly over the short and medium term. The following are some of the reasons why Small / Mid cap companies offer higher return potential.

1. Relatively less known by market participants / price discovery by market is not full.
2. Better growth prospects due to presence in a new segment/ area that is growing at a faster pace.
3. Ability to gain share due to new technology, better product / service etc.
4. Room for P/E multiples to expand if the company transitions from a small / mid cap to large cap, etc.

To reduce risk, the Fund will maintain a well diversified portfolio. While the portfolio focuses primarily on a buy and hold strategy at most times, it will balance the same with a rational approach to selling when the valuations become too demanding even in the face of reasonable growth prospects in the long run. Though every endeavour will be made to achieve the objectives of the Scheme, the AMC/Sponsors/Trustees do not guarantee that the investment objectives of the Scheme will be achieved. No guaranteed returns are being offered under the Scheme.

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