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Your Rs. 30,000 investment in the growth scheme of any of the 5 top ranking mutual funds can accumulate to around Rs. 1 crore over the period(as per the chart on page No. 5) |
| Step-1:- Invest Rs. 30,000/- in any one of the five top ranking diversified equity mutual funds as per research report of Bajaj Capital ltd.
Step-2:- Opt for dividend reinvestment option (growth scheme) so that tax-free dividends get accumulated.
Step-3:- Do not redeem(withdraw) your investment till you require the amount urgently.
Step-4:- You will be surprised that after 35-40 years, your investment grows to around Rs. 1 crore assuming compounded annual return from the diversified mutual fund's at the rate of 15 % pa, although for the last 10 years compound annualised return was 17%pa (Past performance may or may not be sustained in the future) |
| (I). Diversified equity mutual funds have been giving compound annual return of more than 17% if the investment horizon is more than 10 years.
(ii). The annual growth rate of Indian reputed companies is 20-30% p.a.
(iii). Indian economy is on the growth path according to Indian and international economists
(iv). Your money will be invested by the mutual funds in number of reputed Indian and multinational companies engaged in different industries in order to earn handsome return for you.
V). Your investment will be handled by highly experienced and qualified mutual fund managers who have excellent track record |
Anytime withdrawal allowed
Any time withdrawal of part, full amount
Transparency
You can ask for a monthly statement which will show you as to where your money is invested.
Total control
You can withdraw, reduce or increase your invested amount, shift from one scheme to another scheme of any mutual fund, close it and re-open new account, if desired
Tax free return
According to current income-tax rules dividends received from mutual funds are tax free |
|
Year |
Amount |
Year |
Amount |
Year |
Amount |
Year |
Amount |
1
|
34500 |
13 |
184584 |
25 |
987569 |
36.6 |
5000000 |
| 2 |
39675 |
14 |
212271 |
26 |
1135704 |
38 |
6076300 |
| 3 |
45626 |
15 |
244112 |
27 |
1306059 |
39 |
6987745 |
| 4 |
52470 |
16 |
280729 |
28 |
1501968 |
40 |
8035906 |
| 5 |
60341 |
17 |
322838 |
29 |
1727264 |
41 |
9241292 |
| 6 |
69392 |
18 |
371264 |
30 |
1986353 |
41.6 |
10000000 |
| 7 |
79801 |
19 |
426953 |
31 |
2284306 |
43 |
12221609 |
| 8 |
91771 |
20 |
490996 |
31.6 |
2500000 |
44 |
14054850 |
| 9 |
105536 |
21 |
564646 |
33 |
3020995 |
45 |
16163078 |
| 10 |
121367 |
22 |
649342 |
34 |
3474144 |
46 |
18587540 |
| 11 |
139572 |
23 |
746744 |
35 |
3995266 |
47 |
21375671 |
| 12 |
160508 |
24 |
858755 |
36 |
4594556 |
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| *Calculated at an expected 15% rate of return per annum, though the average return for the last 10 years has been approximately 17% (Past performance may or may not be sustained in the future) |
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For more information please write to us at
Please mention your complete address along with PIN number and phone numbers.
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Risk Factors:- All investments in mutual funds and securities are subject to market risks and the Net Asset value (NAV) of the Scheme(s) may go up or down depending on the factors and forces affecting the securities markets. There can be no assurance that the objectives of the Scheme(s) will be achieved.
#Past performance of the Sponsor, AMC, Mutual Fund or any associates of the sponsor /AMC does not indicate the future performance of the scheme(s) of the mutual Fund.
*Growth chart worked out @15% p.a. assumed return in equity funds. The last 5 years return of equity funds is 23.48% CAGR |