Why Index Funds are a good choice. And how to buy an index fund.

1. The Best Investment in India
START WITH AN INVESTMENT OF YOUR TIME!

2. DoYou Know?
• Vanguard Index Fund (USA) manages
$324.6 Billion of Investors’ money. (Data as on
24.06.2017)
• $324.6 Billion = Rs 20.9 lakh crore
• Total assets managed by the entire Mutual
Fund industry is Rs 20 lakh crore.

3. What’s an Index Fund
• An index fund is a type of mutual fund with a
portfolio constructed to match or track the
components of a market index, such as the
Sensex or Nifty.
• It’s like Lord Hanuman picking up the Sanjivani
Mountain in search of the Sanjivani Booti!!

4. Less risk through more
diversification
• An index fund provides broad market
exposure.
• Removes Fund Manager’s Bias/Risk
• Google the Isaac Newton Story
• Research show that it is almost impossible
to beat the benchmark index year after
year.

5. Lower costs
• Low operating expenses.
• Negligible Fund Management cost
• Expense Ratio range: 0.20% to 0.80%
• Comparison: Expense ratio for active
fund management: upto 2.50%

6. Convenience
• Easy to invest in Index Funds
• Money when you need it.
• Quick redemption
• High service standards of the AMCs.

7. Professional Management
• Past performance of active fund
management may not be replicated in
future.
• Generating “alpha” is going to be
more and more difficult.
• As the market expands and grows,
fund managers’ risk may grow.

8. Why not popular in India?
• Low commission for advisors.
• Active Fund Management has given
better returns up-till now.
How to know more?
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9. ServeTM 5 Step Process
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HowTo SetupYour
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10. Visit us on
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