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    A to Z of stock Market

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    Ashish
    kk

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    © All Rights Reserved
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    A to Z of stock Market

    Uploaded by

    Ashish
    1 views11 pages
    kk

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    kk

    Copyright:

    © All Rights Reserved
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    Download as xlsx, pdf, or txt
    1 views11 pages

    A to Z of stock Market

    Uploaded by

    Ashish
    kk

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
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    LIC Insurance Policy

    1. Term Insurance Pay Premium


    2. Health Insurance Pay Premium
    3. Endowment Plans Pay Premium

    INSURANCE IS NOT AN INVESTMENT

    YEARLY RETURNS
    REAL ESTATE 9-10%
    GOLD 10-11%
    MUTUAL FUNDS 12-13%

    2021
    2022

    2021
    2022
    Death, your family gets money No death, no money Premium Less
    Unwell, get money Not unwell, no money
    Death, your family gets money No death, your family gets money Premium More

    INSURANCE IS NOT AN INVESTMENT

    ILLIQUID GOLD RETURNS IN DOLLAR TERMS


    DOLLAR INCREASES AGAINST RE
    7% 4%

    10 gm (in $) Rs./ $ 10 gm (in Rs.)


    100 80 8000
    107 83.2 8902.4
    7% 4% 11%

    NASDAQ Rs./ $
    10000 80 800000
    20000 83.2 1664000
    100% 108%
    DOLLARISATION
    Superior Large Cap
    INDEX FUND
    Fund
    Capital 100000 Yearly Absolute Return 100000
    p.a return 13.50% 14%
    Year 1 113,500 13,500 114,000
    Year 2 128,823 15,323 129,960
    Year 3 146,214 17,391 148,154
    Year 4 165,952 19,739 168,896
    Year 5 188,356 22,404 192,541
    Year 6 213,784 25,428 219,497
    Year 7 242,645 28,861 250,227
    Year 8 275,402 32,757 285,259
    Year 9 312,581 37,179 325,195
    Year 10 354,780 42,198 370,722
    Year 11 402,675 47,895 422,623
    Year 12 457,036 54,361 481,790
    Year 13 518,736 61,700 549,241
    Year 14 588,765 70,029 626,135
    Year 15 668,248 79,483 713,794
    Year 16 758,462 90,214 813,725
    Year 17 860,854 102,392 927,646
    Year 18 977,070 116,215 1,057,517
    Year 19 1,108,974 131,904 1,205,569
    Year 20 1,258,686 149,711 1,374,349
    Year 21 1,428,608 169,923 1,566,758
    Year 22 1,621,470 192,862 1,786,104
    Year 23 1,840,369 218,898 2,036,158
    Year 24 2,088,818 248,450 2,321,221
    Year 25 2,370,809 281,990 2,646,192
    Mid-Cap Fund Small Cap Fund

    Yearly Absolute Return 100000 Yearly Absolute Return 100000


    16% 18%
    14,000 116,000 16,000 118,000
    15,960 134,560 18,560 139,240
    18,194 156,090 21,530 164,303
    20,742 181,064 24,974 193,878
    23,645 210,034 28,970 228,776
    26,956 243,640 33,605 269,955
    30,730 282,622 38,982 318,547
    35,032 327,841 45,220 375,886
    39,936 380,296 52,455 443,545
    45,527 441,144 60,847 523,384
    51,901 511,726 70,583 617,593
    59,167 593,603 81,876 728,759
    67,451 688,579 94,976 859,936
    76,894 798,752 110,173 1,014,724
    87,659 926,552 127,800 1,197,375
    99,931 1,074,800 148,248 1,412,902
    113,921 1,246,768 171,968 1,667,225
    129,870 1,446,251 199,483 1,967,325
    148,052 1,677,652 231,400 2,321,444
    168,780 1,946,076 268,424 2,739,303
    192,409 2,257,448 311,372 3,232,378
    219,346 2,618,640 361,192 3,814,206
    250,055 3,037,622 418,982 4,500,763
    285,062 3,523,642 486,020 5,310,901
    324,971 4,087,424 563,783 6,266,863
    Direct Stock
    Selection
    Yearly Absolute Return 100000 Yearly Absolute Return
    20%
    18,000 120,000 20,000
    21,240 144,000 24,000
    25,063 172,800 28,800
    29,575 207,360 34,560
    34,898 248,832 41,472
    41,180 298,598 49,766
    48,592 358,318 59,720
    57,339 429,982 71,664
    67,659 515,978 85,996
    79,838 619,174 103,196
    94,209 743,008 123,835
    111,167 891,610 148,602
    131,177 1,069,932 178,322
    154,788 1,283,918 213,986
    182,650 1,540,702 256,784
    215,527 1,848,843 308,140
    254,322 2,218,611 369,769
    300,100 2,662,333 443,722
    354,119 3,194,800 532,467
    417,860 3,833,760 638,960
    493,075 4,600,512 766,752
    581,828 5,520,614 920,102
    686,557 6,624,737 1,104,123
    810,137 7,949,685 1,324,947
    955,962 9,539,622 1,589,937
    Approaching towards generating
    same income as capital every
    year.

    Generating more income than


    capital invested every year.

    Generating more than 2x, 3x, 4x


    income than capital invested
    every year.
    Fund Value
    Day 0 1000
    Day 1 Gross Amount 1020
    Day 1 Net amount 1019.944
    Day 1 Expense Ratio 0.056
    Day 2 Gross Amount 1030.000
    Day 1 Eexpense Ratio 0.056
    Day 1 Net amount 1029.944

    CFA
    1. Portfolio Management
    Individuals
    Mutual Funds 5000 cr.
    Expense Ratio
    2%
    2.00% 0.005%
    1.9944%

    Fund Manager CFA, CA, MBA


    1.5%-2%
    Run Screener of Mutual Funds
    https://www.tickertape.in/screener/mutual-fund
    Screener Dashboard
    https://www.screener.in/dash/

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