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SIP the Great Equaliser

Categories:
Education Insights, Investments, Mutual Fund
Posted by: Next Level Education
2 months ago
No comments

SIP the Great Equaliser

Let’s say there’s a man named Ravi and a man named Kavi

Ravi had 12 lac to invest but Kavi had 1 lac to invest per month

Let’s assume the market was range bound for the next 12 months

So at the beginning of the 12th month both Ravi and Kavi have Rs 12 lac invested

Just at the end of the 12th month the invested amount rises to 13 lac

Both Ravi and Kavi have made 1 lac profit

The question is not about just calculating returns

In this case SIP returns are 15.7% & Lumpsum is 8.33% respectively

It is a lot deeper

This example shows that the volatility of the stock market helps the less rich or less fortunate people to catch up with their wealthier counterparts

Therefore SIP is truly a great leveller in the long run

I rest my case

Tags:
#advisor #equaliser #mutualfund #SIP guidance
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