Why Invest in Equity Mutual Funds?

Take a rational view.

You don’t have sufficient equity exposure...

Most Indians invest as follows: EPF, PPF, Infra Bonds, Insurance Policies and Fixed Deposits. This portfolio does not provide equity exposure and therefore has no chance of beating the rise in prices. Saving in a fixed deposit today is guaranteed to make you poorer because inflation is much higher than interest rates.

The returns are larger, much larger than you think...

The Sensex has given stupendous returns and these can be well captured through Equity Mutual Funds. The median 5 year return on the Sensex is about 17% per year. This will more than double your investment. The median 10 year return is above 15%. This means that on an average, equity markets grow Rs. 10 Lakhs to Rs. 43 Lakhs in 10 years. In a good 10 year period your money will grow from Rs. 10 Lakhs to Rs. 75 Lakhs.

To top it all, good Equity funds beat the equity markets handsomely. For example the HDFC Top 200 has returned 10 times investors money in the last 10 years. Rs. 10 Lakhs invested in this fund on Jun 20, 2003 would have been Rs. 1 Crore and 2 Lakhs on 19 Jun 2013. Despite the big crash of 2008 and all the troubles in between.

What's more, these returns are tax free!

The risk is smaller, much smaller than you fear...

History tells us that it is incredibly difficult for a long term, patient and watchful investor to have losses in Equity Mutual Fund investments. The Sensex has positive returns for 90% of all 5 year periods in the last 30 years. The Sensex has positive returns for 98% of all 10 year periods in the last 30 years. And there is NO 15 year period with negative returns in the last 30 years. None at all!

And we are there to watch over your investments.

SphereGreen's expert analysis helps you stay invested in the right funds at the right time. With us by your side, you can be sure that you get the best value for your investment.

Our products are designed to help you take a risk you like to shoot for the returns you want. We promise to structure your investment to provide the best possible return on this risk. Look through our pre-optimized structures on the Our Products page that can be ordered by email to spheregreen.investments@gmail.com.

To learn more you can access our e-book by clicking here (best in Chrome Browser)