client meet related to mutual fund and investment

mutual fund awareness programme

1. 6 Mehanga / Inflation Killed Image Courtesy: Spotify Mehangai Mar Gayi / Inflation Killed

2. 7

3. How Mutual Fund Works

4. For Everything Else.. Mutual Fund Sahi He….

5. Professional Management Perticulars Investment on Value As on (Panic Investor) Value As on (Confused Investor) Abs. Growth Smart Investor,Additional Investment as on 17th Dec, 2021 14.01.2020 23.03.2020 17.12.2021 25000 50000 100000 Sensex 41953 25981 57,012 36% Aditya Birla SL Frontline Equity Fund 100000 62395 140586 41% 196915 253244 365902 Canara Robeco Bluechip Equity Fund 100000 69311 146736 47% 199663 252590 358443 Axis Growth Oppo. Fund 100000 70957 174010 74% 235318 296626 419242 HDFC Large and Mid Cap Fund 100000 60967 154526 55% 217891 281256 407985 ICICI Pru Focused Equity Fund 100000 69602 160964 61% 218780 276597 392229 L&T India Value Fund 100000 60861 152059 52% 214521 276982 401904 Nippon India Growth Fund 100000 68276 170799 71% 233339 295880 420960 Invesco India Mid Cap Fund 100000 71027 170012 70% 229852 289693 409374 Kotak Small Cap Fund 100000 65067 215439 115% 298214 380990 546541 Tata Small Cap Fund 100000 66394 194550 95% 267806 341062 487574

6. SIP TOP UP

7. SIP near to Home Loan amount has done such a magic, imagine the corpus had been the amount been 2x , 3x …. EMI v/s SIP HOME LOAN   SIP IN EQUITY MUTUAL FUND EMI Rs. 8647 SIP AMOUNTTENURE 8400 LOAN AMOUNT Rs. 10 LA C S TOTAL INVESTMENT AMT RS. 20,64,000 TENURE 20 YEARS TENURE 20 YEARS H OME L OAN RATE 8.45% SIP RETURN EXPECTATION 8.45% TOTAL REPAYMENT AMT Rs. 20,75,187 TOTAL INVESTMENT VALUE Rs. 53,96,168 INTEREST PAID Rs. 10,75,187   GAIN FROM SIP Rs. 33,32,168 Mutual Fund investments are subject to market risk, Please read offer documents carefully before investing. Past performance may or may not sustain in future.

8. SIP near to Home Loan amount has done such a magic, imagine the corpus had been the amount been 2x , 3x …. EMI v/s SIP HOME LOAN   SIP IN EQUITY MUTUAL FUND EMI Rs. 8647 SIP AMOUNT 1730 (20% of EMI) LOAN AMOUNT Rs. 10 LA C S TOTAL INVESTMENT AMT RS. 4,15,056 TENURE 20 YEARS TENURE 20 YEARS H OME L OAN RATE 8.45% SIP RETURN EXPECTATION 8.45% TOTAL REPAYMENT AMT Rs. 20,75,187 TOTAL INVESTMENT VALUE Rs. 10,77,917 INTEREST PAID Rs. 10,75,187   GAIN FROM SIP Rs . 2000 Mutual Fund investments are subject to market risk, Please read offer documents carefully before investing. Past performance may or may not sustain in future.

9. Mutual Fund investments are subject to market risk, Please read offer documents carefully before investing. Past performance may or may not sustain in future.

10. Source: Investec, NHAI, MoRTH , Centrum Equity, Spark Capital. * as on Dec 2022. # as on Nov 2022 Sector Items Units FY13 FY23 FY24 Total power capacity giga watt 223 412 * 435 Total energy deficit % 8.70% 0.40% Power Coal Production million tons 610 892 1000 Railways Cumulative rail electrification route kms 20,884 58,812 Highways Cumulative NH length kms 81,679 1,44,634 # 1,65,000 Urban Airports No.s 70 141 200 Ports Ports cargo MMTPA 1,400 2,822 Total power generation units 970 1600 Metro/Tube lines route kms 846 1,837 248 67=10 What we built between 1947-2013, is being built between 2014-2024 Mera Desh Badal Raha Hai

11. 39 From Importer to Exporter Source: Ministry of Commerce, FY denotes fiscal year which runs from April to March. FY22: Apr 2021 to March 2022 Net Exporter Of Toys (in $mn) Net Exporter Of Mobile Phone (in $Bn) From Importer to Exporter

12. 40 Risk of Self Goal Nano tale of two cities: Sanand rejoices, Singur rues Sanand Singur

13. Source: Amul Co-operative Society Annual Report By 2047 , our centenary year, we estimate that Amul group should be able achieve a turnover of Rs 18,00,000 crore ($220 billion), from Rs 61,000 crore ($ 7.4 billion) recorded in the previous financial year – Excerpt from Amul Annual Report-FY 22

14. Why Investor Don’t get Desired Return or Wealth? When We use to and Mom use to make Ice-cream at home and Keep it in Fridge We keep on Opening Freezer and See “Ice-cream Bank kya , Ice- Cream Bani Kya?” Now We Grown Up, So we don’t open Freeze not again and again, We now Open Ipru Touch, Distributor online app or Money Control to see “ Return Bana Kya?” Bachpan me Ice-cream Nahi Banne Di, ab Return Nahi Banne Denge ………