From Saving to Spectating: Friends' World Cup Adventure

Posted On Thursday, Jun 21, 2018

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The internet is overwhelmed and flooded with world cup news. Everything around it is being written about and talked about. What caught our attention also is the story of three friends who saved for 5 years to make their dream to attend the Russia World Cup.

These friends have a very wonderful message for everyone.
1. Never give up on your dreams
2. Have a plan

After trying hard several times and failing these friends finally had a plan to make their dream to watch a world cup. At Quantum this is exactly what we always try to help our investors understand - All your financial goals can come true if you have a solid plan aka Systematic Investment Plan (SIP).

Just like these African besties, if we regularly invest small amount of money for long term we could achieve our financial plan.


Are you wondering how SIP actually works?
So your dream or financial plan could be anything – buying a house, child’s education, marriage expenses, or travelling around the world. Such dreams would generally need relatively large funding which might not be readily possible. When you invest through SIPs you build a corpus over a longer period of time, through small but regular investments. This is what SIP is all about – wealth creation and help fulfilling our dreams and aspirations.


Here is an example to help you understand the working of SIP.


THE POWER OF RUPEE COST AVERAGING

Lump-Sum Investor

Regular SIP Investor

Month

Unit Price

Amount Invested in Rs.

Units Bought

Amount Invested in Rs.

Units Bought

1

20

60,000

3000

10,000

500

2

18

--

--

10,000

556

3

13

--

--

10,000

769

4

22

--

--

10,000

455

5

21

--

--

10,000

476

6

20

--

--

10,000

500

Total Amount Invested

Rs. 60,000

Rs. 60,000

Average price paid

Rs. 20

Rs. 19

Current NAV

Rs. 20

Rs. 20

Total units bought

3000

3256

Value of investment after six months

Rs. 60,000

Rs. 65,120


The numbers used in the above table are for illustrative purposes only

Thus this table shows that even though the amount invested is the same in both cases, the returns from the SIP mode of investment are relatively higher.

Therefore now no need to just keep dreaming about your dreams but start planning for the same. You can start an SIP in Quantum Long Term Equity Value Fund and Quantum Equity Fund of Funds today.

PS: The next FIFA World Cup 2022 is going to be in Qatar. Plan with your friends and start saving!  


Product Labeling

Name of the Scheme & Primary BenchmarkThis product is suitable for investors who are seeking*Risk-o-meter of Scheme
Quantum Long Term Equity Value Fund

An Open Ended Equity Scheme following a Value Investment Strategy
• Long term capital appreciation

• Invests primarily in equity and equity related securities of companies in S&P BSE 200 index.
Quantum Long Term Equity Value Fund
Investors understand that their principal will be at Moderate Risk
Quantum Equity Fund of Funds

An Open Ended Fund of Funds scheme Investing in Open Ended Diversified Equity Schemes of Mutual Funds
• Long term capital appreciation

• Investments in portfolio of open-ended diversified equity schemes of mutual funds registered with SEBI whose underlying investments are in equity and equity related securities of diversified companies
Quantum Equity Fund of Funds
Investors understand that their principal will be at Very High Risk

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Disclaimer, Statutory Details & Risk Factors:


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/disclaimer to read scheme specific risk factors.

Above article is authored by Quantum.

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