Variable Systematic Investment Plan (VSIP)

Systematic Investment Plan (SIP) is one of the most widely accepted strategies to invest in Mutual Funds, especially for Equity Mutual Funds. Though this strategy offers various benefits such as Rupee cost averaging and committing small amounts each time you invest.
Variable Systematic Investment Plan (VSIP) but a contribution to equity varies as per market conditions.


This is how VSIP will work for you 

  • With VSIP we define the valuations of the markets. We buy more when markets are low and less when the markets are high. 

  • The moment our indicators say that no more buying is recommended in the equity markets, we will exit the markets and shift your investments to safe investment bets like liquid/ultra short term funds. 

  •  By this, we are defining the exit strategy for you even before we start your investments.

  •  System Driven exit and re-entry strategy to keep your returns intact.


 VSIP V/S SIP - 

It is often seen that investors lose the returns generated through SIP when the markets fall. VSIP helps investors to retain the returns as an investment is switched to safety when the valuations are rich and the same is again shifted to equities gradually when the valuations turn attractive again. These entry and exit points will be decided on the basis of predefined formulas thus the emotions of greed and fear will be kept at bay when your investments are concerned.

 

Graph showing performance of VSIP v/s SIP --- 

 

It is often seen that investors lose the returns generated through SIP when the markets fall. VSIP helps investors to retain the returns as an investment is switched to safety when the valuations are rich and the same is again shifted to equities gradually when the valuations turn attractive again. These entry and exit points will be decided on the basis of predefined formulas thus the emotions of greed and fear will be kept at bay when your investments are concerned.

 

VSIP can enhance the returns significantly over SIP returns. Backtesting our VSIP strategy in CNX 500 since the year 1999 shows a return of 21.78 % CAGR as compared to 12.87 % returns in regular SIP.
VSIP Facility is available in the following funds in each category.


Largecap Funds (CNX Nifty 50)

  • Aditya Birla Sun Life Frontline Equity Fund

  • ICICI Pru Bluechip Fund

  • Aditya Birla Sun Life Focused Equity Fund 


Multicap Funds (CNX 500)

  • Franklin India Equity Fund   

  • Aditya Birla Sunlife Equity Fund

Disclaimer

Past performance may not be repeated in the future. Mutual Funds are subject to market risk. Please read the Scheme Information Document and Statement of Additional Information before investing.   Contact us today to find out more.

MIDAS TOUCH

1201/11, Shirole Road,
Rajnigandha Soc.,
Off F.C. Rd,
Pune – 411004

Contact Us

Rahul Mantri    – 9325002280

Neelam Mantri – 9370818182

Email Us

contactmidastouch@gmail.com

 

 

 

CERTIFIED FINANCIAL PLANNERCM and CPF marks are owned by FPSB Ltd. outside the United States. The CFPCM Certification Program is administered and monitored within India by Financial Planning Standards Board India (FPSB India) through a license agreement with FPSB Ltd.

© Copyrights and TM of Logo and Tag Line 2006- 2020 by Midas Touch.

Proudly created by www.rathibhai.com