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Systematic Investment Plan

Know What is a SIP - Systematic Investment Plan? Benefits of SIP and How to choose an SIP - Systematic Investment Plan to invest? To get more detail about SIP schemes visit https://assetmanagement.kotak.com/sip

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Systematic Investment Plan

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  1. SYSTEMATIC INVESTMENT PLAN - (SIP) An Introduction

  2. s • P • I SYSTEMATIC INVESTMENT PLAN - (SIP)

  3. WHAT IS SIP?

  4. What is SIP? • Systematic Investment Plan (SIP) allows you to invest a fixed sum regularly in mutual funds. • You can invest a fixed amount of money monthly, quarterly, bi-monthly or according to your convenience in mutual funds. • SIP investment plan is a disciplined way of investing in mutual funds.

  5. SIP STRATEGIES

  6. SIP strategies There are four SIP investment plan strategies: • Simple SIP In this you can invest a fixed amount of SIP for the entire time period. • Smart SIP In this you can invest the regular SIP amount when the market is high and a higher SIP amount if the market is low.

  7. SIP strategies continued... 3. Growing SIP In this you can increase the SIP amount gradually as your income grows. As you income grows you can invest more. 4. Target SIP In this you can invest to reach your target amount. You have to invest to bridge the gap between the actual amount and the target amount.

  8. BENEFITS OF SIP

  9. Benefits of SIP • As you invest regularly you do not have to time the market. • The long term investments are not affected by market fluctuations as you invest a fixed amount regularly. • You can buy more units when the market is low and less when the market is high. This brings down the average cost of acquisition of units. • If the money is invested for long term the investments can become wealth creating investments. It is better than keeping the funds idle in the bank.

  10. HOW TO CHOOSE AN SIP TO INVEST?

  11. How to choose an SIP to invest? • For SIP you should select the mutual fund that helps you reach your goals. • You should identify your goals first. • You should invest the right amount to reach your goals. • The mutual funds selected should suit your needs.

  12. RESOURCE • Image resource - www.freepik.com

  13. Kotak Mutual funds offers various SIP Systematic Investment Plan. Visit them online to know more about each schemes. Website: https://assetmanagement.kotak.com/sip

  14. THANK YOU

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