Systematic Investment Plans

Systematic Investment Plans are an easy way to save money at regular intervals. Investors can select a Plan or a fund and use the SIP for regular savings at intervals that are suitable with their cash availability. An investor can save systematically for periods such as monthly, quarterly, half yearly or yearly or other periods. The SIP is for those investors who wish to save regularly to build a larger capital to meet their objective.
Investors can start their systematic investment with just as low as Rs. 1,000/- and grow it gradually during the period of investment.

Type of Plan Investrust Gilt Edged Fund Investrust Income Fund Investrust Growth Fund
Retirement Saving Plans
Plan A 30% 30% 40%
Plan B 40% 40% 20%
Plan C 50% 50% Nil
Retirement Saving Plans
Plan A 30% 30% 40%
Plan B 40% 40% 20%
Plan C 50% 50% Nil

Systematic Investment in Investrust Plans

Start investing today with just as little as LKR 1,000.00 per month

Period of Investment Years Total Investment MATURITY VALUE
PLAN A PLAN B PLAN C
8 LKR 96,000.00 LKR 167,636.61 LKR 150,099.79 LKR 134,761.04
10 LKR 120,000.00 LKR 243,729.44 LKR 211,420.59 LKR 184,165.68
15 LKR 180,000.00 LKR 544,997.83 LKR 433,758.89 LKR 348,345.14
20 LKR 240,000.00 LKR 1,114,414.41 LKR 806,901.12 LKR 592,947.22

If you need LKR 1,000,000 in future start plan with us today

No. of Years Required monthly investment
PLAN A PLAN B PLAN C
10 LKR 4,102.91 LKR 4,729.91 LKR 5,429.89
15 LKR 1,834.87 LKR 2,305.43 LKR 2,870.72
20 LKR 897.33 LKR 1,239.31 LKR 1,686.49
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