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Posted On Wednesday, Apr 07, 2021
Let us see an example of how a small increase in your SIP each year at an assumed rate of return of 10% could potentially perform vs a static SIP.
|Static SIP||Annual Incremental SIP|
|Monthly Investment Amount||10,000||10,000|
|Incremental SIP growth p.a.||0%||10%|
|Corpus Earned after 10 years||20.65 Lacs||30.45 Lacs|
With the wide swings in the equity market, it is easy to lose perspective on your long-term goals and be tempted to lock in short-term returns. But most tend to ignore the inevitable risk of the future which is Inflation. Inflation eats away at our purchasing power in small ways. An incremental increase in your SIPs, helps you cope better with Inflation and retain the future value of your corpus. Let’s understand the impact of the future cost of Rs. 100,000, 25 years down the line.
The views expressed here in this article / video are for general information and reading purpose only and do not constitute any guidelines and recommendations on any course of action to be followed by the reader. Quantum AMC / Quantum Mutual Fund is not guaranteeing / offering / communicating any indicative yield on investments made in the scheme(s). The views are not meant to serve as a professional guide / investment advice / intended to be an offer or solicitation for the purchase or sale of any financial product or instrument or mutual fund units for the reader. The article has been prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. Whilst no action has been solicited based upon the information provided herein, due care has been taken to ensure that the facts are accurate and views given are fair and reasonable as on date. Readers of this article should rely on information/data arising out of their own investigations and advised to seek independent professional advice and arrive at an informed decision before making any investments.
Please visit – www.QuantumAMC.com to read scheme specific risk factors. Investors in the Scheme(s) are not being offered a guaranteed or assured rate of return and there can be no assurance that the schemes objective will be achieved and the NAV of the scheme(s) may go up and down depending upon the factors and forces affecting securities market. Investment in mutual fund units involves investment risk such as trading volumes, settlement risk, liquidity risk, default risk including possible loss of capital. Past performance of the sponsor / AMC / Mutual Fund does not indicate the future performance of the Scheme(s). Statutory Details: Quantum Mutual Fund (the Fund) has been constituted as a Trust under the Indian Trusts Act, 1882. Sponsor: Quantum Advisors Private Limited. (liability of Sponsor limited to Rs. 1,00,000/-) Trustee: Quantum Trustee Company Private Limited. Investment Manager: Quantum Asset Management Company Private Limited. The Sponsor, Trustee and Investment Manager are incorporated under the Companies Act, 1956.
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