Systematic Investment Plan

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Systematic investment plans have turned out to be one of the major attractions in mutual funds for the investors. Go through this PPT to learn more about SIP & Benefits of SIPs. For more information visit - http://www.dspblackrock.com/resources/knowledge-centre/article/11-08-31/What-is-SIP.aspx

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PowerPoint Presentation: 

What Are The Benefits Of Investing Through Systematic Investment Plan?

PowerPoint Presentation: 

Benefits Of Investing Systematically The Benefit of Long Term Equity Investment • Equities give superior returns among all asset classes over the long term The Benefits of Systematic Monthly Investment • Takes out the risk of market timing • Adds the benefits of the rupee cost averaging and the power of compounding RUPEE COST AVERAGING • One doesn’t have to worry about when to invest, how much to invest etc considering daily market movements, as systematic investing reduces the risks significantly • Eliminates the need to time your investments in equities • Smoothens the impact of market fluctuations and hence reduces risks of investing in volatile markets • The risk of market volatility gets negated with more units being purchased when the Price is low and fewer units being bought when the Price is high 33

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Benefits Of Investing Systematically: Rupee Cost Averaging Time (Months) Amount invested NAV per Unit (Rs) Units purchased 1 1,000 23 43 2 3 1,000 21 1,000 22 48 Average NAV per Unit over 12 months = 45 4 1,000 19 53 (23+21+22+!9+16+17+17+20+21+19+25+24)/12 5 1,000 16 63 or Rs 20.34 6 1,000 17 59 7 1,000 17 59 8 1,000 20 50 9 1,000 21 48 Average Cost per Unit over 12 months = 10 11 12 Total 1,000 19 1,000 25 1,000 24 12,000 53 40 42 601 12,000/601 or Rs 19.96 The above illustration is merely indicative in nature and does not in any manner indicate the performance of any of the schemes of DSP BlackRock Mutual Fund. Please read the Scheme Information Document and Statement of Additional Information carefully before investing. Average Cost per Unit will always be lesser than the Average NAV per Unit, regardless of the market movements Source: Internal; Hypothetical numbers meant only for illustration purpose 34

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Benefits Of Investing Systematically (Cont) Flexibility • You can choose from a wide array of schemes • You can decide to keep invested amounts in an earlier scheme & invest future SIP installments • into a new scheme Added Convenience • Auto debit facility across over 25 locations in India • Regular account statements • Redemption request directly credited into your bank account 35 DSP BlackRock SIP Calculator With a Systematic Investment Calculator you can calculate returns for all schemes except DSP BlackRock Equity Fund . While comparing the performance of investments made through SIPs with the respective benchmark of the scheme, the value of the Index on the days when investment is made is assumed to be the price of one unit. The “since inception” returns are calculated assuming the start date of SIP investments as the “From” date selected. The returns calculated do not take into account Entry Load/ Exit Load. Hence actual “Returns” may be lower.

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The First 4 Steps To Potential Wealth Creation Step 4 Decide the length of the investment period Step 3 Decide on the frequency with which you will invest Step 2 Select the amount you can afford to invest every month Step 1 Select a mutual fund scheme of your choice 36

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The Power Of Compounding@12% CAGR Table Illustrating the power of compounding (12% CAGR) 12% return per annum Monthly Investments for a period of: 5 years 10 years 15 years 20 years 25 years 2,000 1.65 Lacs 4.65 Lacs 10.09 Lacs 19.98 Lacs 37.95 Lacs 5,000 4.12 Lacs 11.62 Lacs 25.23 Lacs 49.96 Lacs 94.88 Lacs 10,000 8.25 Lacs 23.23 Lacs 50.46 Lacs 99.91 Lacs 1.90 Crore 15,000 12.37 Lacs 34.85 Lacs 75.69 Lacs 1.50 Crore 2.85 Crore 20,000 16.50 Lacs 46.47 Lacs 1.01 Crore 2.00 Crore 3.80 Crore 25,000 20.62 Lacs 58.08 Lacs 1.26 Crore 2.50 Crore 4.74 Crore 50,000 41.24 Lacs 1.16 Crore 2.52 Crore 5.00 Crore 9.49 Crore The above illustration is merely indicative in nature and does not in any manner indicate the performance of any of the schemes of DSP BlackRock Mutual Fund. Please read the Scheme Information Document and Statement of Additional Information carefully before investing. Invest Systematically to Benefit from the Power of Compounding Source: Internal; Hypothetical numbers meant only for illustration purpose 37

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The Power Of Compounding@15% CAGR Table Illustrating the power of compounding (15% CAGR) 15% return per annum Monthly Investments for a period of: 5 years 10 years 15 years 20 years 25 years 2,000 1.79 Lacs 5.57 Lacs 13.54 Lacs 30.32 Lacs 65.68 Lacs 5,000 4.48 Lacs 13.93 Lacs 33.84 Lacs 75.80 Lacs 1.64 Crore 10,000 8.97 Lacs 27.87 Lacs 67.69 Lacs 1.52 Crore 3.28 Crore 15,000 13.45 Lacs 41.80 Lacs 1.02 Crore 2.27 Crore 4.93 Crore 20,000 17.94 Lacs 55.73 Lacs 1.35 Crore 3.03 Crore 6.57 Crore 25,000 22.42 Lacs 69.66 Lacs 1.69 Crore 3.79 Crore 8.21 Crore 50,000 44.84 Lacs 1.39 Crore 3.38 Crore 7.58 Crore 16.42 Crore The above illustration is merely indicative in nature and does not in any manner indicate the performance of any of the schemes of DSP BlackRock Mutual Fund. Please read the Scheme Information Document and Statement of Additional Information carefully before investing. Invest Systematically to Benefit from the Power of Compounding Source: Internal; Hypothetical numbers meant only for illustration purpose 38

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The Power Of Compounding@20% CAGR Table Illustrating the power of compounding (20% CAGR) 20% return per annum Monthly Investments for a period of: 5 years 10 years 15 years 20 years 25 years 2,000 2.07 Lacs 7.65 Lacs 22.69 Lacs 63.23 Lacs 1.73 Crore 5,000 5.17 Lacs 19.12 Lacs 56.71 Lacs 1.58 Crore 4.31 Crore 10,000 10.35 Lacs 38.24 Lacs 1.13 Crore 3.16 Crore 8.63 Crore 15,000 15.52 Lacs 57.35 Lacs 1.70 Crore 4.74 Crore 12.94 Crore 20,000 20.69 Lacs 76.47 Lacs 2.27 Crore 6.32 Crore 17.25 Crore 25,000 25.86 Lacs 95.59 Lacs 2.84 Crore 7.90 Crore 21.57 Crore 50,000 51.73 Lacs 1.91 Crore 5.67 Crore 15.81 Crore 43.13 Crore The above illustration is merely indicative in nature and does not in any manner indicate the performance of any of the schemes of DSP BlackRock Mutual Fund. Please read the Scheme Information Document and Statement of Additional Information carefully before investing. Invest Systematically to Benefit from the Power of Compounding Source: Internal; Hypothetical numbers meant only for illustration purpose 39

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A Rupee Saved Is A Rupee Earned - A Long Journey Begins With A Small Step 4

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Disclaimer This presentation shall not constitute any offer to sell or solicitation of an offer to buy units of any of the Schemes of the DSP BlackRock Mutual Fund . Mutual Fund investments are subject to market risks, read all scheme related documents carefully. 41