A better way to plan for your dreams

iName Booster* 3-in-1 iChoose My Date# Pause Perpetual

Super Features of Super SIP

*SIP Top-up. #Any Day SIP

Mutual Fund

ConvenientSimple

Online Shopping Cab Aggregators Mobile Phones

Offl ine Shopping Kali Pil i Wired Landlines

Better

Innovation has made Life…

has been one such innovation

SIP(Systematic Investment Plan)

Allowing investors to invest small and

on regular basis

Managing market volatility & eliminating need for market timing

Helping investors grow wealth multi-fold

with Power of Compounding

SIP has made l i fe simple,convenient and better by

Helping beat inflation Helping you buy more when the markets are down and vice versa(Rupee Cost Averaging)

Offering hassle free & convenient investing

SIP has made l i fe simple,convenient and better by

However, innovat ion is a cont inuous process & even SIP has to evolve

Now Next

Presenting

An evolved version of SIP to help you plan better, so that you invest in Goals and not just in Markets

Mutual Fund

convenient & delightful!

Super Features of Super SIPoffer enhanced invest ing experience by making i t more

Plan better withsuper features

Booster*

Meet your life goals faster.

3-in-1

Convenience of choosing multiple schemes to diversify.

*SIP Top-up. #Any Day SIP

iChoose

Freedom to select schemes & amount.

My Date#

Choose your favourite day.

PerpetualNo hassle to Renew your SIPs.

PauseWhy Stop when you can Pause?

iName

Name your investments.

iNameName your SIP after your loved ones & life goals to build a Dil Ka Rishta with your investments

Goal based investing

Track the progress of your goals through account statements easily

Remain disciplined through your investment journey

iName in Account Statement

Portfolio Statement Goal Name : Vacation, Target Value : 2,00,000

Statement Date : 02 Jan 2018 For the period 14 Oct 2010 to 19 Dec 2017

Scheme Name

Principal Arbitrage Fund - Direct Plan Growth

Principal Emerging Bluechip Fund - Direct Plan Growth

Purchase Amount

2,000.00

56,809.45

Balance Units

185.851

811.225

NAV Date

29/09/2017

29/09/2017

Current NAV(Rs.)

10.91337

105.39

Total Value(Rs.)

2,028.32

85,468.00

Booster *

Normal SIPof Rs. 5,000

1 CroreThe calculations are for illustrative purposes only and the actual returns of your investment may be more or less

For calculation purpose 12% XIRR is assumed | SIP is assumed to be monthly and made at the beginning of the month

YEARS

25.5

YEARS

20

Automatically increases your SIP amount on periodic basis

Could help to meet your life goals faster. Increasing SIP amounts helps you to fastrack your investment journey

An illustration of how booster facility could help you become a crorepati faster

*SIP Top-up

SIP of Rs. 5,000

10% yearly booster+

Super SIP

iChooseFreedom to select – Scheme &– Decide amount of your choice

Flexibility to plan based on your risk profile

3-in-1Invest in multiple schemes. One form could be used to invest in 3 different schemes with a single cheque

3-in-1 facility in Application Form

Hassle free which in turnsaves time

Easy way to diversifyyour investment

investment and payment details (in case of discrepancy, Default plan/option will applied)Ref Instruction A, B & C4 i Name Give a name to investment Target Amount

INVESTMENT TYPE ONLY LUMPSUM ONLY SIP* LUMPSUM & SIP* *ATTACH FORM 2

Scheme(Invest in upto 3 schemes with single cheque)

Regular Direct Dividend

Plan Option Sub Option Amount in figure [`]

Growth Payout Reinvest Sweep Tick any one* Lumpsum SIP

Frequency(if applicable)

1. Principal

2. Principal

3. Principal

Total (Amount in words)

DQ

WHY

MA

DQ

WHY

MA

DQ

WHY

MA

Dividend Sweep into Scheme Plan D-Dialy, M-Monthly, Q-Quartly, HY-Half Yearly & A-Annual

My Date #Choose any date for your SIPs based on your lucky number, birth date or anniversary so that you can have Dil Ka Rishtawith your investments

Choose SIP datebased on your convenience

#Any Day SIP

PauseAllows to take a break from your investment

Automatically resume SIP anytime after the pause period

Why Stop when you can Pause your SIP during any financial constraint

PerpetualNo need to Renew your SIPs.Forget about the hassle of renewing SIP

Keep investing until you wish to stop it

Continue your investment till your lifetime

Wonder ing how

Super SIP he lps you to

plan better

Super SIP helps you to plan better because you get…

Power of compoundingConvenient as money is automatically invested

Averages out purchasing priceHelps negate volatility as it buys more units in falling markets andless units when markets are rising

Allows you to invest small amount

Functional Benefits of SIPs

Super Features

Establish ‘Dil ka Rishta’ with iName

Choose any day of the month for SIP with My Date#

Realize goals faster with Booster*

Freedom to choose schemes & amount with iChoose

No hassle of renewal with Perpetual option

3-in-1 facility offers convenienceto diversify

Can take a break with Pause

*SIP Top-up. #Any Day SIP

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

Diversification does not guarantee investment returns and does not eliminate the risk of loss. It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and investors may not get back the full amount invested. Past performance may or may not be sustained in future. The views/ opinions contained herein are not to be taken as an advice or recommendation to buy or sell any investment or interest thereto.

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