Tuesday, January 5, 2021

Feature, Advantage & Benefit of SIP

SIP is a very common term nowadays, however many investors still not clear and think that SIP & MF are two different products. The fact is that SIP is just a mode of investment in MF. Instead of investing your entire money at one go, you prefer to deploy it systematically over a period of time just like recurring deposits with PO/Bank.

There are several Features, Advantages & Benefits (FAB) of SIP which most investors are not aware of:

Feature:

  • Low minimum investment amount - can start with Rs. 100 or 500 even
  • Date - any date between 1 to 28
  • Frequency - daily, weekly, fortnightly, monthly, quarterly
  • Flexibility - anytime pause, stop, restart, redeem - full or partial, increase or decrease SIP amount
  • Convenient - with or without Demat, online or offline
  • Asset categories - Equity, Deby, Hybrid, Liquid, Gold, Real Estate, Int. Equity
  • Automated process - auto-debit from the bank account like EMI
  • SIP Types
    • Fixed SIP / Constant SIP
    • Step-up SIP / Growing SIP
    • SIP with Insurance

Advantage:

  • Rupee cost averaging
  • Power of compounding
  • Risk management - manage the volatility of the market
  • No need to time the market
  • Keep your emotions of fear & greed in control
  • Give the opportunity to participate in equity for small & retail investors

Benefit:

  • Create wealth for an investor in the loner run
  • Annuity for life
  • Create a legacy for the generations
  • Lighter on the wallet
  • help to achieve all kinds of financial goals
  • Small-small regular contribution can do miracle
Mandatory requisite from an investor:
  • Consistency
  • Discipline
  • Patience
  • Behavior Finance - mindset & attitude
SIP is a time test formula for wealth creation for retail investors. However, many still deprived of this scientific approach just because of their own behavior.




Disclaimer: Investment in securities & mutual funds are subject to Market Risk

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