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Over the years, the Systematic Investment Plan (SIP), a feature offered by Mutual Funds, has become a household name. Its popularity among investors can be seen from the graph given below, which depicts growth in monthly SIP contribution by investors over the last seven years.

With growing interest in SIP, a few obvious questions come to an investor’s mind. This study, conducted by WhiteOak Capital Mutual Fund, attempts to address some of these commonly asked questions around SIP investment backed by long-period market indices data. This study aims to provide a holistic picture to our investors so that investors can make better informed decisions for their investments. Any calculations shown in subsequent pages are approximations and meant for understanding a particular concept. Past performance may or may not be sustained in future and is not a guarantee of any future returns. These calculations/views alone are not sufficient and should not be used for the development or implementation of an investment strategy. Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

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