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  • SUNDARAM BNP PARIBAS A.M.CSundaram BNP Paribas AMC manages funds to the tune of Rs.5000 cr plusManages 16 schemes to suit various investment objectives.

    About SponsorsSundaram finance is a 50 years old NBFC and one of the biggest player in auto finance, IT, auto ancillary. BNP Paribas European leader in banking and financial services.Presence in over 20 countries.BNP Paribas P.A.M has assets under management worth Euro 275 billion.

  • PRODUCTS

  • SIPs Systematic Investment PlanSundaram Mutual

  • WHY SIPS ???

  • Value of Money over timeImpact of inflation on monthly expenses of Rs. 30,000 todayValue of Rs. 100,000 over timeAt inflation of 5%

  • Individual Investor: Life Stages Savings Earnings

  • Performance of Various Asset ClassesCumulative annualized returns 1980-2004

  • Summary

  • Benefits of Rupee Cost AveragingThe power of disciplined investment

    Dont worry where share prices or interest rates are heading.

    Simply invest in a set amount of money regularly over a long period of time.

    Buy less when market price is high and more when it is low automatically.

  • Benefits of CompoundingThe power of starting to invest NOW

    Key to building wealth is to start investing early and regularly.

    No matter how small the investment may be, shall go a long way into creating a substantial amount of wealth over a long term

  • To Build Wealth over the Long-TermThe table below illustrates how a regular investment of Rs. 1,000 per month grows over different time periods

    ]]Sheet1

    Your savingsat 10% p.aat 15 % p.aat 20% p.aat 30% p.a

    Period (years)(Rs)(Rs)(RS)(Rs)(Rs)

    560,00073,26180,90889,299108,517

    10120,000191250243644311,504511,433

    15180,000381,269570,964864,4212,007,435

    20240,000687,2991,229,3222,240,2557,561,985

    25300,0001,180,1642,553,5165,663,77228,185,640

    30360,0001,973,9285,216,94114,182,578104,759,825

    ]]Sheet2

    ]]Sheet3

  • Make the Volatility of the Market Work in Your Favour

  • FOR EXAMPLESay you have opted for Systematic Investment Plan, investing Rs.1000 per month into a scheme that had NAV of Rs.10, when you started investing.

    Sheet1

    MonthAmount Invested (Rs.)Rising MarketFalling MarketVolatile Market

    NAVUnits AllotedNAVUnits AllotedNAVUnits Alloted

    11,000101001010010100

    21,0001283.3381251283.33

    31,0001471.436166.678125

    41,0001662.5425010100

    Total4,00052317.2628641.6740408.33

    Average Purchase NAV13710

    Average costs per unit12.616.239.8

    Sheet2

    Sheet3

  • A Systematic Investment Plan (SIP) is a facility that allows one toinvest in a disciplined manner, by investing at regular intervals quarterly, monthly, fortnightly or even every week into a MutualFund.

    Systematic Investment Plan2. Disciplined Investing Habit

    Benefits:1. Rupee Cost Averaging(No need to time the market)

  • Systematic Investment PlanBenefits contd..3. Auto Debit facility.4. Low Investments.5. Commensurate Returns

    NOTE: The SIP returns are calculated by IRR Method. Past performance may or may not be sustained in the future. Please read the offer document carefully before investing.

    Sheet1

    Return(annualized)>>5 Year

    Sector Average-div36.45

    Sector Average-mid cap49.78

    BSE Sensex24.00

    S&P CNX 50026.73

    Sector Average-Debt7.65

    JP Morgan G-Sec Index9.23

    FUNDLAST 4 YEARSLAST 3 YEARSLAST 2 YEARSLAST 1 YEAR

    SUNDARAM BNP GROWTH68.54%69.88%86.11%112.83%

    SUNDARAM BNP SELECT FOCUS40.43%42.13%26.07%

    SUNDARAM BNP SELECT MIDCAP62.91%61.09%41.96%

    SUNDARAM BNP INDIA LEADERSHIP10.81%

    SUNDARAM BNP TAXSAVER43.42%34.35%1.99%

    SUNDARAM BNP SMILE0.52%

    Sheet2

    Sheet3

  • Mutual Funds and all securities investments are subject to market risks and there is no assurance or guarantee that the Funds objectives will be achieved. As with any investment in debt, stocks and shares, the NAV of the units issued under the schemes can go up or down depending upon the factors and forces affecting the respective markets. Past performance of the Sponsor/Mutual Fund does not guarantee the future performance of the schemes of the Mutual Fund. The name of the scheme does not in any manner indicate either the quality of the scheme, its future prospects or its returns. The NAV of the scheme may be affected by settlement periods and transfer procedures. Trading volumes may restrict the liquidity of the schemes investments. Investors are not offered any guaranteed returns in any of the schemes. The sponsor is not responsible for any loss resulting from the operations of the schemes beyond the contribution of an amount of Rs.1 lac made by it towards setting up Sundaram Mutual Fund. Please go through the respective offer documents before investingRisk Factors

  • Unearthing OpportunitiesTHANK YOU