2. SIP Simplified
• SIP Stands for Systematic Investment Plan
• Here in a user Invests a specific Amount in
specific MF Scheme, and user gets allotted
equivalent Units of the value, usually called
as Units, at a price called as NAV
• It gets executed at pre-defined Date
3. SIP In Equity
• In SIP in Equity User defines his/her
* Investment Plan (Monthly or Portfolio)
* Preferred Stocks (Generally 4 to 5)
and most imp
* Exit Strategy
4. MONTH INVESTMENT NAV
JANUARY 5000 15.52
FEBRUARY 5000 14.25
MARCH 5000 17.7
APRIL 5000 16.2
MAY 5000 13.2
SIP in MF
For Illustration Purpose Only
5. Direct Equity SIP
MONTH STOCK STOCK PRICE INVESTMENT
JANUARY A 1000 5000
FEBRUARY A 970 5000
MARCH B 500 5000
APRIL C 800 5000
MAY A 940 5000
For Illustration Purpose Only
6. Advantages
• 100% Control Over Portfolio Building
• Profit Booking At Target Levels
• End Of Day Reports Easier to Track
• You Can Choose from Stock, Gold ETF or Index
ETF
• No Lock In
• Low Transaction Costs