Upwardly Equity Plan

ICICI Prudential Bluechip Fund Growth
1.36%
10.67%
15.25%
20%
3,000
18966Cr
Asset Size
Assets under management (AUM) is the total
market value of assets managed by the mutual fund.
(AUM)
4Yr 11Mn
DOUBLED
MONEY
Time period this fund took
to double the invested money
14.09%
Returns
Annualized return per year since inception,
net of all fund charges.
Since Launch
0%
Exit Load
Period after which
there is no penalty for withdrawal
After 1 Years
TOP 5 HOLDING INVESTED IN
Reliance Small Cap Fund - Growth
-3.14%
14.75%
32.91%
20%
3,000
6812Cr
Asset Size
Assets under management (AUM) is the total
market value of assets managed by the mutual fund.
(AUM)
2Yr 6Mn
DOUBLED
MONEY
Time period this fund took
to double the invested money
18.64%
Returns
Annualized return per year since inception,
net of all fund charges.
Since Launch
0%
Exit Load
Period after which
there is no penalty for withdrawal
After 1 Years
TOP 5 HOLDING INVESTED IN
Kotak Standard Multicap Growth
-1.07%
10.87%
18.83%
20%
3,000
20382Cr
Asset Size
Assets under management (AUM) is the total
market value of assets managed by the mutual fund.
(AUM)
4Yr 1Mn
DOUBLED
MONEY
Time period this fund took
to double the invested money
13.62%
Returns
Annualized return per year since inception,
net of all fund charges.
Since Launch
0%
Exit Load
Period after which
there is no penalty for withdrawal
After 1 Years
TOP 5 HOLDING INVESTED IN
SBI Focused Equity Fund Growth
2.28%
10.49%
19.83%
20%
3,000
3019Cr
Asset Size
Assets under management (AUM) is the total
market value of assets managed by the mutual fund.
(AUM)
3Yr 10Mn
DOUBLED
MONEY
Time period this fund took
to double the invested money
19.58%
Returns
Annualized return per year since inception,
net of all fund charges.
Since Launch
0%
Exit Load
Period after which
there is no penalty for withdrawal
After 1 Years
TOP 5 HOLDING INVESTED IN
L&T Midcap Fund Growth
-8%
13.06%
26.44%
20%
3,000
3095Cr
Asset Size
Assets under management (AUM) is the total
market value of assets managed by the mutual fund.
(AUM)
3Yr 0Mn
DOUBLED
MONEY
Time period this fund took
to double the invested money
19.76%
Returns
Annualized return per year since inception,
net of all fund charges.
Since Launch
0%
Exit Load
Period after which
there is no penalty for withdrawal
After 1 Years
TOP 5 HOLDING INVESTED IN

*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.

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