IAP

SIP
Systematic Investment Plan (SIP) is a mode of investing in mutual funds where investors can invest a fixed amount at regular intervals (for e.g. weekly/monthly, quarterly etc.).
SWP
Systematic Withdrawal Plan (SWP) is a facility through which an investor can withdraw a specified amount at pre-decided intervals from select mutual fund schemes.
STP
Systematic Transfer Plan (STP) is a facility that allows to transfer a fixed number of units or amount from your investment in one scheme of mutual fund to another scheme on a recurring basis for a pre-specified period.

Prioritizing wants and needs facilitates
planning and investments
to achieve financial goals.

What is Financial Planning and Why It Matters?

Financial planning is the process of creating a roadmap to achieve your life goals while effectively managing your money. Whether it’s saving for your child’s education, buying a home, or ensuring a comfortable retirement, financial planning is for everyone – from young profesionals to retirees. Financial planning is essential because it empowers you to make informed decisions, stay prepared for uncertainties, and build wealth steadily. It isn’t just about money; it’s about aligning your finances with your dreams. The earlier you begin, the better positioned you are to enjoy peace of mind and financial freedom. With everyone around taking steps toward securing their future, the real question is –

Everyone is planning their investments to
achieve their financial goals!

WHAT ARE YOURS?

Aim to achieve these goals through systematic facilities via

Systematic Investment Plan (SIP)
Systematic Withdrawl Plan (SWP)
Systematic Transfer Plan (STP)

A WISE CHOICE to go about planning your finances.

Your Financial Goals Planning Calculators

SIP Calculator
SWP Calculator
STP Calculator

SIP
The master plan your future goals may deserve!
Systematic Investment Plan (SIP) is a mode of investing in mutual funds where investors can invest a fixed amount (as little as Rs. 500/-) at regular intervals (for e.g. weekly/monthly, quarterly etc.). SIP may help investors to build a disciplined investment habit. and may help investors to avoid the temptation of timing the market and stay invested for a longer period.
SIP may help you work towards your financial goals by enabling Rupee Cost Averaging where you buy more units when prices are low and fewer when they are high, reducing the average cost of acquisition over time. It also offers flexibility, allowing you to modify or pause your investments to suit your changing needs and priorities.

Benefits of Systematic Investment Plan (SIP)

Toh aap kab kar rahe ho SIP ke zariye invest?

SWP
Make a choice to invest wise and reap the rise!
Systematic Withdrawal Plan (SWP) is a facility through which an investor can withdraw a specified amount at pre-decided intervals from select mutual fund schemes.
SWP in mutual fund helps creating a regular source of income to manage your expenses while tackling inflation, for those seeking a second income stream or anyone planning for significant milestones like aiming for higher education. It ensures a steady flow of money to meet big expenses while allowing you to continue your existing investments.

Benefits of Systematic Withdrawl Plan (SWP)

##In view of individual nature of tax consequences, each investor is advised to consult his/ her own professional tax advisor before taking any investment decision.

Aap SWP kab shuru karoge?

STP
Reward yourself a decision, your future self will thank you for!
Systematic Transfer Plan (STP) is a facility that allows to transfer a fixed number of units or amount from your investment in one scheme of mutual fund to another scheme on a recurring basis for a pre-specified period.
It offers the flexibility to balance your portfolio, helps in cost averaging by enabling the purchase of more mutual funds units when prices are low and vice versa and aims for potential returns during market volatility while aligning with your financial goals until the investment is transferred to another scheme

Benefits of Systematic Transfer Plan (STP)

Toh aap STP ki shuruat kab karoge?

IT'S TIME TO TAKE THE
FIRST STEP!

You may use the calculators to determine your monthly investment amount

& KICKSTART YOUR INVESTMENT JOURNEY

SIP CALCULATOR

Amount I Need
Expected Rate
of Return%

Investment required every month over different time
periods to get the expected amount.

Need to Invest

For 30 Yrs
For 20 Yrs
For 15 Yrs
For 10 Yrs

Past performance may or may not be sustained in future and is not a guarantee of any future returns. The calculations provided in this SIP Calculator creative are based on Compounded annualized growth rate % (CAGR) and meant for illustration purpose only. The same should not be construed as a promise on minimum returns and safeguard of capital. SIP does not assure a profit or guarantee protection against loss in a declining market. It is designed to assist in determining the appropriate amount that would be needed for various financial goals. However, please note that the SIP Calculator alone is not sufficient and shouldn't be used for the development or implementation of an investment strategy. It is neither an investment advice nor should it be construed as indicative performance of any of the schemes of Mahindra Manulife Mutual Fund. The examples do not purport to represent the performance of any security or investments. In view of individual nature of tax consequences, each investor is advised to consult his/ her own professional tax advisor before taking any investment decision. Mahindra Manulife Investment Management Private Limited / Mahindra Manulife Mutual Fund makes no warranty about the accuracy of the calculations provided herein.

Initial Investment Value
Duration (Years)
Amount I wish
to withdraw ( Monthly )
Expected rate of return
during the tenure of SWP

Total Withdrawn
Final Investment Value
Total Returns

Past performance may or may not be sustained in future and is not a guarantee of any future returns. The calculations provided in this SWP Calculator creative are based on Compounded annualized growth rate % (CAGR) and meant for illustration purpose only. The same should not be construed as a promise on minimum returns and safeguard of capital. SWP does not assure a profit or guarantee protection against loss in a declining market. It is designed to assist in determining the appropriate amount that would be needed for various financial goals. However, please note that the SWP Calculator alone is not sufficient and shouldn't be used for the development or implementation of an investment strategy. It is neither an investment advice nor should it be construed as indicative performance of any of the schemes of Mahindra Manulife Mutual Fund. The examples do not purport to represent the performance of any security or investments. In view of individual nature of tax consequences, each investor is advised to consult his/ her own professional tax advisor before taking any investment decision.

Mahindra Manulife Investment Management Private Limited / Mahindra Manulife Mutual Fund makes no warranty about the accuracy of the calculations provided herein.

STP CALCULATOR

Amount I Want to
invest in source scheme
Amount I Want to transfer
in destination scheme
- Monthly
- Quarterly
- Yearly
Period (Years)

Expected rate of return
from source scheme
Expected rate of return
from destination scheme

Invested Amount
Value of Balance amount
in source scheme (A)
Value of Amount transferred to destination scheme (B)
Total Investment Value
(A) + (B)

Past performance may or may not be sustained in future and is not a guarantee of any future returns. The calculations provided in this STP Calculator creative are based on Compounded annualized growth rate % (CAGR) and meant for illustration purpose only. The same should not be construed as a promise on minimum returns and safeguard of capital. STP does not assure a profit or guarantee protection against loss in a declining market. It is designed to assist in determining the appropriate amount that would be needed for various financial goals. However, please note that the STP Calculator alone is not sufficient and shouldn't be used for the development or implementation of an investment strategy. It is neither an investment advice nor should it be construed as indicative performance of any of the schemes of Mahindra Manulife Mutual Fund. The examples do not purport to represent the performance of any security or investments. In view of individual nature of tax consequences, each investor is advised to consult his/ her own professional tax advisor before taking any investment decision.

Mahindra Manulife Investment Management Private Limited / Mahindra Manulife Mutual Fund makes no warranty about the accuracy of the calculations provided herein.

Disclaimer: Investors are requested to note that it is mandatory for all mutual fund investors to undergo a one-time KYC (Know Your Customer) process. To know about the KYC documentary requirements and procedure for change of address, phone number, banks details, etc. investors are requested to visit www.mahindramanulife.com. Investors are requested to deal with only registered Mutual Funds, details of which can be veriﬁed on the SEBI website under ‘Intermediaries/Market Infrastructure Institutions’. All complaints regarding Mahindra Manulife Mutual Fund can be directed towards mﬁnvestors@mahindramanulife.com and/or visit https://scores.sebi.gov.in/ (SEBI scores portal). In case the investor is not satisﬁed with the resolution of the complaints raised directly with the AMCs or through the SCORES portal, they may file any complaint on the Smart ODR on http://smartodr.in/login. This material is part of Investor Education and awareness initiative of Mahindra Manulife Mutual Fund.

Mutual Fund investments are subject to market risks, read all scheme related documents careful.

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SIP

SWP

STP

WHAT ARE YOURS?

IT'S TIME TO TAKE THE FIRST STEP!

SIP CALCULATOR

Need to Invest

SWP CALCULATOR

STP CALCULATOR

IT'S TIME TO TAKE THE
FIRST STEP!