Articles Details

No Attack can Shake your Faith and Trust

The 9/11 attack on TWIN TOWERS in the USA even today Is considered as an Unfortunate and unforgettable event from a political and economical angle. 

The Impact of that was felt on India as well. 

The 30 Stock Index closed @3150 points and the Nifty closed at @1023 respectively on the day of attack(09-sep - 2001)

The same Indices stand @25610 and@7786 respectively on 09-sep-2015. Meaning if you had stayed in Index for the past 14years from the day of  attack till date  you had gained 16.15%and 15.60% respectively in the two major Indices. 

Now,  If you had looked into Mutual Funds Space for Investing your money during the same time period the results will make you cheer up despite the Latest volatile situation present in the Domestic stock Markets due to certain "Chinese attack". 

We have taken 14 Diversified MF schemes - coinciding with 14 years of the event in US- that stood test of times survived various attacks like 9/11,   SubPrime Crisis, Sluggish Govt. Which could not take decisions and  now the Chinese attack and many more local attacks from the pundits in the industry by rating and de-rating the schemes. We are not aware of the grade to which they belong but certainly do not disappoint either me or you on the performance front if one had invested a sum of INR 25Lacs in any one of the schemes exactly on 11th Sep 2001 and stayed on till 11th Sep 2015 for a good 14 years (Remember PPF maturity happens only after 15 Financial years) the best scheme had delivered a whopping 31%Annualised return and the lowest one earned was about 17.33% per annum. 

The details are shown in the chart for your reference. 

Secondly instead of only investing and waiting for Accumulation if one had utilised the MF Schemes in reference for easy withdrawals Systematically, hitherto unutilized facility the SWP(Systematic Withdrawal Plan) in the schemes in reference one would neither get disappointed in comparison to the traditional methods one uses for a regular income. 

The Data is shown in the below chart.

Withdrawing INR 25000 every month after Depositing INR 25LACS on The day of attack and continuing till date.

The SWP facility helps investors withdraw their regular income from their lumpsum investment. The facility could be seen for planning one's post retirement income or any other special need one has. 

The Data and the details should help in reiterating your continued Faith into Equity Markets via Mutual Funds. 

No attack can make you shy away from the glorious opportunity our Markets present you with. 

Think differently and execute your investments and withdrawals Systematically with the help of yours truly and get insulated from the biggest attacks of all INFLATION.

Withdrawing INR 25000 every month after Depositing INR 25LACS on The day of attack and continuing till date