INVESTOR’S DASHBOARD

26th November 2021

COMPARE

AXIOM (Class R) vs SEMTRI

AXIOM
(Class R)

v/s

Average
Savings Rate

1,000,000

Initial @
01.08.2014

1,000,000

1,056,000

Value as
of date

1,004,300

0.75%

Annualised
return

0.43%

KEY FIGURES

-1.58
%


Weekly
Performance
for Class R

10.56
MUR


Weekly Value
of the fund per Unit
for Class R

-1.59
%


Weekly
Performance
for Class I

11.11
MUR


Weekly Value
of the fund per Unit
for Class I
Historical Performance for Class R

Returns YTD 1 Month 3 Months 12 Months 2 Years Return Since
Inception
Return since
Inception (Ann.)
AXIOM 5.81% -3.65% 2.45% 13.06% -10.20% 5.60% 0.75%
SEMTRI 29.17% -1.29% 7.10% 34.82% 1.47% 21.12% 2.65%

SIMULATOR

IN 3 SIMPLE STEPS, see what your future can be!

Quick Simulator

1For your rate of return, would you be :

6%Conservative? 8%Moderate? 10%Optimistic?

2For how many years will you be investing your money?

Years

3Do you want to invest every month? Or one lump sum? Or Both?

SAVINGS PLAN
  • Contributing a fixed amount of money every month
  • The longer you contribute the more benefit you shall get
  • No money is locked
  • You can withdraw at any time with no cost
The earlier you start the less money you should contribute every month

Monthly contribution amount

RS

Expected future value amount

RS
lump sum
Invest and let time and skills do the rest
  • One-off money contribution into the fund
  • A minimum of 5 years is recommended for this plan
  • No money is locked for such a period
  • You can withdraw at any time
Alternatively to the saving plan, by investing a lump sum today, your return over 30 years can be significantly superior.

Total contribution amount

RS

Expected future value amount

RS
© Copyright 2016  – AXIOM – Disclaimer - A Subsidiary of AXYS Group