Motilal Oswal Nifty Alpha 50 ETF · NSE:MOALPHA50
Motilal Oswal Nifty Alpha 50 ETF — Motilal Oswal Mutual Fund — Investor Presentation (January 2016)
16 slides from Motilal Oswal Nifty Alpha 50 ETF's investor presentation, January 2016
Slide 1: Systematic Investment Plan
Child’s marriage Re rement Child’s educa on Medical emergency Child’s educa on Timely financial obliga ons Child’s educa on Timely financial obliga ons Vaca on Car Re rement Home Child’s marriage Re rement Child’s marriage Medical emergency Vaca on Home Child’s marriage Child’s educa on CarTimely finan
Slide 2: Did you know?
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
Slide 3: Value of money over time
Value of money over time Over FY79-15 inflation on an average has been 7.58%, eroding purchasing power of ` by 95% 120 100 Infla on erodes purchasing power of money Rupee 80 60 40 20 CPI = Consumer Price Index CPI = Consumer Price Index 5.45 Dec-79 Mar-79 Oct-80 Oct-83 Oct-86 Oct-89 Oct-92 Oct-95 Oct
Slide 4: Importance of good investments
Importance of good investments All individuals need to invest for: Child’s marriage Home Medical emergency Child’s educa on Car Vaca on Re rement Other family obliga ons 3
Slide 5: Investors usually are scared of …
Investors usually are scared of … The risk of losing some or all of the amount invested. The downside The risk of risk in equities market volatility The risk that The risk of an investment timing the can be illiquid market 4
Slide 6: Life Stages of an Investor
Life Stages of an Investor Earnings (Consump on + Savings) Consump on Savings and investments 22 27 40 60 Young Independent Young Married Middle Age Re rement All individuals have a finite period to save for their investment goals 5
Slide 7: Avenues of savings and investments
Avenues of savings and investments Cumulative annualized returns from 1979-2016: 30,000 24,871 27,500 If you had invested Rs 100 ..... 25,000 22,500 Nominal Value 20,000 17,500 15,000 12,500 10,000 7,500 5,000 3,800 2,500 1,933 - Sep-80 Sep-83 Sep-86 Sep-89 Sep-92 Sep-95 Sep-98 Sep-01 Sep-04 Sep-07
Slide 8: What is a Systematic Investment Plan (SIP)?
What is a Systematic Investment Plan (SIP)? S I P A Systema c Investment A SIP is a planned approach SIP allows you to buy units Plan or SIP is a smart and towards investments and on a specified date every hassle free mode for helps you inculcate the month, so that you can inves ng money in mutual ha
Slide 9: Benefits of SIP
Benefits of SIP Inculcates the discipline to save and invest regularly Negates the risk associated with market timing Power of Compounding Rupee Cost Averaging S P Other Benefits: Auto debit facility across major cities in India, regular account statements, redemption/dividend proceeds directly cred
Slide 10: Benefits of Investing Systematically: Power of Compounding
Benefits of Investing Systematically: Power of Compounding Saving a small sum of money regularly in mutual fund schemes can make your money grow with greater power and can have a significant impact on wealth accumulation. A systematic investment plan (SIP) is an effective means to beat market volati
Slide 11: Power of Compounding
Power of Compounding Graph illustrating the power of compounding (Assumed rate of return: 12% p.a.) 9.49 Crs 5 years 15 years 25 years 4.74 Crs 3.80 Crs 2.52 Crs 1.90 Crs 1.26 Crs 94.88 Lac 1.01 Crs 50.46 Lac 41.24 Lac 25.23 Lac 20.62 Lac 4.12 Lac 16.5 Lac 8.25 Lac Monthly SIP amount 5000 10000 2000
Slide 12: Benefits of Investing Systematically: Rupee Cost Averaging
Benefits of Investing Systematically: Rupee Cost Averaging Rupee cost averaging is an automatic market-timing mechanism that eliminates the need to time one’s investments. One doesn’t have to worry about when to invest, how much to invest etc. considering daily market movements, as systematic invest
Slide 13: Rupee Cost Averaging
Rupee Cost Averaging SIP - Rupee Cost Averaging SIP Investor Lump-Sum Investor Month Unit Price (`) Investment (`) Units Purchased^ Investment (`) Unit Purchased^ 1 50 1,000 20 9,000 180 2 47 1,000 21 3 45 1,000 22 4 44 1,000 23 5 46 1,000 22 6 48 1,000 21 7 49 1,000 20 8 50 1,000 20 9 52 1,000 19 T
Slide 14: Importance of Starting Early
Importance of Starting Early The sooner one starts investing the better. Investing early allows your investments to receive more time to grow, whereby the concept of compounding (as illustrated below) increases your income, by accumulating the principal and the interest or dividend earned on it, yea
Slide 15: How to start an SIP?
How to start an SIP? SIP – Physical Form SIP – BSE STAR MF System Fill the Common application and Investor selects scheme in which he/she Auto-debit form wishes to invest via SIP along with the frequency, amount, tenure etc Choose from weekly/fortnightly/monthly/ Investor instructs his/her broker fo
Slide 16: Disclaimer
Disclaimer This presentation has been issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact. The information / data h
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