Rahul's SIP Journey
How investing Rs. 5000/- per month helped Rahul achieve important life goals
Rahul started investing Rs. 5000/- per month in Equity Mutual Funds
September 2005
Rs. 2 Lakhs to contribute to his wedding
Balance Amount in hand after withdrawal:
Mutual Fund - Rs. 2 Lakhs 36 Thousand*
If invested in FD - Rs. 1 Lakhs 51 Thousand** (Usual scenario where 70% of us invests money in FD or similar schemes)
September 2010
Rs. 3 Lakhs for the down payment of his car from accumulated amount Rs. 3 lakhs 36 thousands.
Balance Amount in hand after withdrawal:
Mutual Fund - Rs. 36 Thousand*
If invested in FD - Shortfall of Rs. 75 Thousand**
October 2011
Rahul withdrew Rs.4 Lakhs from accumulated Rs. 4 lakhs 15 thousand for his Europe tour with his wife.
Balance Amount in hand after withdrawal
Mutual Fund - Rs. 15 Thousand
If invested in FD - Shortfall of Rs. 1 Lakhs 8 Thousand
January 2016Mutual Fund investments are subject to market risk. Please read the offer document carefully before investing.
*Mutual Fund equity investment is taken at 15% CAGR based on past data.
**FD investment is taken at 6.30% (Post Tax) CAGR based on past data.
Get better life as Rahul!
Invest Rs. 5000/- (or higher) monthly and ensure your money grows wisely.
Mutual Fund investments are subject to market risk. Please read the offer document carefully before investing.
*Mutual Fund equity investment is taken at 15% CAGR based on past data.
**FD investment is taken at 6.30% (Post Tax) CAGR based on past data.