INVEST SMARTLY.
BUILD TOMORROW TODAY.

CALL 405 4000

INVESTOR’S DASHBOARD

13th November 2020

COMPARE

AXIOM vs SEMTRI

AXIOM

v/s

Bank
Saving Account

1,000,000

Initial @
01.08.2014

1,000,000

869,000

Value as
of date

1,020,700

-2.21%

Annualised
return

2,07%

KEY FIGURES

0.70
%


Weekly
Performance

8.69
MUR


Weekly Value of the fund per Unit
Returns YTD 1 Month 3 Months 12 Months 2 Years Since
Inception
Annualised
since
Inception
AXIOM -26.36% -2.14% -7.65% -26.54% -28.30% -13.10% -2.21%
SEMTRI -30.48% 1.88% -1.92% -28.94% -29.75% -14.89% -2.53%

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?

Years

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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