Dear Friends
A big mistake that investor make is exixting SIP investments when markets start
falling which impact portfolio returns sizeably
Please go through illustration ;- it clearlt staes continue SIP which has
Created greaterwealth
Investor No. 1
SIP Start Date 01-Jan-01 SIP End Date 31-Dec-08 Monthly SIP Rs. 5000
Scheme Total No. of Installments Total Amount Invested Rs. Present Value
Rs. Yield %
ICICI Prudential FMCG 96 480000 1039971.54 18.77
CNX FMCG 96 480000 779960.11 11.84
ICICI Prudential Tax Plan 96 480000 1120595.96 20.57
S&P Nifty 96 480000 798209.11 12.39
ICICI Prudential Top 100 Fund 96 480000 993340.82 17.66
S&P Nifty 96 480000 798335.17 12.40
ICICI Prudential Top 200 Fund 96 480000 1092022.33 19.94
BSE200 96 480000 828779.66 13.30
Investor No.2
SIP Start Date 01-Jan-01 SIP End Date 30-Nov-11 Monthly SIP Rs. 5000
Scheme Total No. of Installments Total Amount Invested Rs. Present Value
Rs. Yield %
ICICI Prudential FMCG 131 655000 2754442.33 24.55
CNX FMCG 131 655000 1814145.97 17.60
ICICI Prudential Tax Plan 131 655000 2577277.40 23.45
S&P Nifty 131 655000 1481985.87 14.20
ICICI Prudential Top 100 Fund 131 655000 1887228.09 18.26
S&P Nifty 131 655000 1482191.71 14.21
ICICI Prudential Top 200 Fund 131 655000 2062437.06 19.74
BSE200 131 655000 1576334.46 15.24
Mutual fund are subject to market risk. Please read offer documents
before investing
With Best Regards
SHENOY INVESTMENT AND FINANCIAL
CONSULTANTS PRIVATE LIMITED
11-A, KASHI NIKETAN, 2ND ROAD,
CHEMBUR, MUMBAI - 400 071
TEL : 6797 3433 / 2521 2111
EMAIL : [email protected]
[email protected]
Dealing in Mutual Funds, General & Life Insurance Products, Post Office
Schemes, Fixed Deposits, I.P.Os., and Capital Gains Bonds
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