INVESTOR’S DASHBOARD
17th September 2021
COMPARE
AXIOM (Class R) vs SEMTRI
AXIOM
(Class R)
v/s
Average
Savings Rate
1,000,000
Initial @
01.08.2014
1,000,000
1,052,000
Value as
of date
1,004,300
0.71%
Annualised
return
0.43%
KEY FIGURES
-1.13
%
Weekly
Performance
for Class R
10.52
MUR
Weekly Value
of the fund per Unit
for Class R
-1.07
%
Weekly
Performance
for Class I
11.06
MUR
Weekly Value
of the fund per Unit
for Class I
| Returns |
YTD |
1 Month |
3 Months |
12 Months |
2 Years |
Return Since |
Inception Return since | Inception (Ann.) |
|---|---|---|---|---|---|---|---|
| AXIOM | 5.41% | 0.71% | 5.22% | 14.22% | -6.24% | 5.20% | 0.71% |
| SEMTRI | 20.93% | -0.38% | 7.80% | 29.88% | -3.22% | 13.38% | 1.78% |
SIMULATOR
IN 3 SIMPLE STEPS, see what your future can be!
Quick Simulator
1For your rate of return, would you be :
6%Conservative?
8%Moderate?
10%Optimistic?
2For how many years will you be investing your money?
3Do you want to invest every month? Or one lump sum? Or Both?
SAVINGS PLAN
- Contributing a fixed amount of money every month
- The longer you contribute the more benefit you shall get
- No money is locked
- You can withdraw at any time with no cost
The earlier you start the less money you should contribute every month
Monthly contribution amount
RS
Expected future value amount
RS
lump sum
Invest and let time and skills do the rest
- One-off money contribution into the fund
- A minimum of 5 years is recommended for this plan
- No money is locked for such a period
- You can withdraw at any time
Alternatively to the saving plan, by investing a lump sum today, your return over 30 years can be significantly superior.
Total contribution amount
RS
Expected future value amount
RS
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