S C HOOL OF I NT RI NS I C C OMP OUNDI NG

School of Intrinsic Compounding

DISCLAIMER:
The content of this presentation is only for the purpose of
education and not to be construed as an investment advice.
Please consult your financial advisor before acting on it.
Registration Status: We are not SEBI Registered Advisors
We are not SEBI registered investment advisors. This video is
only meant for education purpose and nothing constitutes
an investment advice. We are only into providing education
services.

School of Intrinsic Compounding

 SPEND EACH DAY TRYING TO BE A LITTLE WISER THAN YOU WERE WHEN YOU WOKE UP.
DISCHARGE YOUR DUTIES FAITHFULLY AND WELL. STEP BY STEP YOU GET AHEAD, BUT NOT
NECESSARILY IN FAST SPURTS. BUT YOU BUILD DISCIPLINE BY PREPARING FOR FAST SPURTS.
SLUG IT OUT ONE INCH AT A TIME, DAY BY DAY. AT THE END OF THE DAY – IF YOU LIVE LONG
ENOUGH – MOST PEOPLE GET WHAT THEY DESERV
 WHAT ARE MUTUAL FUNDS ?

Mutual Funds mobilize different

pools of money to invest in
different asset classes.
Pooled Investment Vehicles

INVESTORS PROFESSIONAL
FUND MANAGERS

S C HOOL OF I NT RI NS I C C OMP OUNDI NG

DIFFERENT
TYPES OF MID CAP
CAPS 101st -250th Company in
terms of full Market Cap

LARGE CAP
1st-100th Company in
SMALL CAP terms of full Market Cap
251st Company
onwards in terms of
full Market Cap

S C HOOL OF I NT RI NS I C C OMP OUNDI NG

DIFFERENT TYPES OF
MUTUAL FUNDS
LARGE & MID CAP FUNDS SECTORAL FUNDS

LARGE CAP FUNDS SMALL-CAP FUNDS THEMATIC FUNDS

ELSS
MID CAP FUNDS FLEXI CAP FUNDS

INTERNATIONAL FUNDS
 "Where returns are concerned,
time is your friend. But where
costs are concerned, time is
your enemy."
-John Bogle

S C HOOL OF I NT RI NS I C C OMP OUNDI NG

 PROS VS CONS OF MUTUAL FUNDS

A Professional Fund Investors get to see the

PROS: Manager. Its his job 24x7 NAV, lesser tension as
to read about sectors compared to managing
and invest accordingly your own portfolio.

One can increase or Completely Liquid if one has

decrease the amount invested in a Open Ended
of SIP. Completely Mutual Fund. Very less risk of
Flexible. redemption in Equity Funds

S C HOOL OF I NT RI NS I C C OMP OUNDI NG

 PROS VS CONS OF MUTUAL FUNDS

High fees as compared Law of numbers: If the size

CONS: to Index Investing if you increases a lot, then the
go for an actively fund performance might
managed fund. suffer.

A Small investor can A Fund Manager is restricted

be nimble and agile: by his mandate, he has to
he has no one to invest according to his
answer to. benchmark.

S C HOOL OF I NT RI NS I C C OMP OUNDI NG

SIP INFLOWS
(IN Rs. CRORES)
12,500

10,351
9,923
9,609
10,000 9,156
8,596 8,819

7,500

5,000

2,500

0
April May June July August September

S C HOOL OF I NT RI NS I C C OMP OUNDI NG

Connect with us on:
To know about our course visit: www.soic.in

@soicfinance
School of Intrinsic Compounding
@Intrinsic Compounding
@Intrinsiccompounding
Intrinsic compounding
School of Intrinsic Compounding