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Upwardly Equity Plan
Recommended portfolio of funds selected by Upwardly Advisory team
Investments recommended for >3 Yr
BUILD YOUR INVESTMENT

I Want To Invest

Amount (Min:500)

Years

Months

COMPARISON WITH FD FOR THE SAME INVESTMENT AND TENURE

Funds In This Portfolio

Fund Name

ANNUALISED RETURNS

1 YR

3 YR

5 YR

Allocation

Amount

  • 1.36%

    10.67%

    15.25%

    20%

    3,000

  • -3.14%

    14.75%

    32.91%

    20%

    3,000

  • -1.07%

    10.87%

    18.83%

    20%

    3,000

  • 2.28%

    10.49%

    19.83%

    20%

    3,000

  • -8%

    13.06%

    26.44%

    20%

    3,000

*Estimation is based on historical return of the funds and done to facilitate informed decision making for investors. Actual results may vary. Mutual Fund investments are subject to market risk. Please read the respective offer documents carefully before investing.
Upwardly Chosen Portfolio

Curated Portfolio of Funds selected by Upwardly's Advisory team

Ideal Mix of Fund Categories

Right mix of Large & Small cap firms balancing growth & returns

Better future prospects

Funds with best track record and future potential

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