Assets under management (AUM) is the total market value

of assets managed by the mutual fund.

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Annualized Returns

10.1%

Investment Horizon

>3 Yr

Doubled Money

7 Yrs 3 Mo

Past Portfolio Performance

For a sum of Rs.1,00,000 invested for 5 Years

Assuming 30% tax bracket

3m

6m

1y

3y

5y

Where will your money be invested? | ||

Fund | Return
(ANNUALIZED 5Yr) | Amount |

Balanced Equity ICICI Prudential Balanced Advantage Fund GrowthANNUALISED RETURNS (5Yrs) 12.4% Amount 3,900 28499Cr Asset Size (AUM) *help_outline*Assets under management (AUM) is the total market value of assets managed by the mutual fund.6Yr 0Mn Doubled Money *help_outline*Time period this fund took to double the invested money10.82% Returns since launch *help_outline*Annualized return per year since inception, net of all fund charges0% Exit Load After 1 years *help_outline*Period after which there is no penalty for withdrawal
| 12.4% | 3,900 |

Balanced Equity Motilal Oswal Dynamic Fund - Regular Plan - Growth OptionANNUALISED RETURNS (5Yrs) NA Amount 3,700 1620Cr Asset Size (AUM) *help_outline*Assets under management (AUM) is the total market value of assets managed by the mutual fund.41Yr 6Mn Doubled Money *help_outline*Time period this fund took to double the invested money8.45% Returns since launch *help_outline*Annualized return per year since inception, net of all fund charges0% Exit Load After 1 years *help_outline*Period after which there is no penalty for withdrawal
| NA | 3,700 |

Balanced Equity Reliance Balanced Advantage Fund - GrowthANNUALISED RETURNS (5Yrs) 13.56% Amount 3,700 1524Cr Asset Size (AUM) *help_outline*Assets under management (AUM) is the total market value of assets managed by the mutual fund.5Yr 6Mn Doubled Money *help_outline*Time period this fund took to double the invested money16.55% Returns since launch *help_outline*Annualized return per year since inception, net of all fund charges0% Exit Load After 1 years *help_outline*Period after which there is no penalty for withdrawal
| 13.56% | 3,700 |

550Cr Asset Size (AUM) *help_outline*Assets under management (AUM) is the total market value of assets managed by the mutual fund.5Yr 10Mn Doubled Money *help_outline*Time period this fund took to double the invested money11.38% Returns since launch *help_outline*Annualized return per year since inception, net of all fund charges0% Exit Load After 1 years *help_outline*Period after which there is no penalty for withdrawal
| 12.64% | 3,700 |

Amount to be Invested | 15,000 |

Where will your money be invested?

Balanced Equity

ICICI Prudential Balanced Advantage Fund GrowthBalanced Equity

ICICI Prudential Balanced Advantage Fund GrowthANNUALISED RETURNS (5Yrs)

12.4%

Amount

3,900

28499Cr

Asset Size

(AUM)

*help_outline*Assets under management (AUM) is the total market value

of assets managed by the mutual fund.6Yr 0Mn

Doubled

Money

*help_outline*Time period this fund took to

double the invested money10.82%

Returns

since launch

*help_outline*Annualized return per year since inception,

net of all fund charges0%

Exit Load

After 1 years

*help_outline*Period after which there is

no penalty for withdrawal

Balanced Equity

Motilal Oswal Dynamic Fund - Regular Plan - Growth OptionBalanced Equity

Motilal Oswal Dynamic Fund - Regular Plan - Growth OptionANNUALISED RETURNS (5Yrs)

NA

Amount

3,700

1620Cr

Asset Size

(AUM)

*help_outline*Assets under management (AUM) is the total market value

of assets managed by the mutual fund.41Yr 6Mn

Doubled

Money

*help_outline*Time period this fund took to

double the invested money8.45%

Returns

since launch

*help_outline*Annualized return per year since inception,

net of all fund charges0%

Exit Load

After 1 years

*help_outline*Period after which there is

no penalty for withdrawal

Balanced Equity

Reliance Balanced Advantage Fund - GrowthBalanced Equity

Reliance Balanced Advantage Fund - GrowthANNUALISED RETURNS (5Yrs)

13.56%

Amount

3,700

1524Cr

Asset Size

(AUM)

*help_outline*Assets under management (AUM) is the total market value

of assets managed by the mutual fund.5Yr 6Mn

Doubled

Money

*help_outline*Time period this fund took to

double the invested money16.55%

Returns

since launch

*help_outline*Annualized return per year since inception,

net of all fund charges0%

Exit Load

After 1 years

*help_outline*Period after which there is

no penalty for withdrawal

Balanced Equity

L&T Dynamic Equity Fund Growth550Cr

Asset Size

(AUM)

*help_outline*Assets under management (AUM) is the total market value

of assets managed by the mutual fund.5Yr 10Mn

Doubled

Money

*help_outline*Time period this fund took to

double the invested money11.38%

Returns

since launch

*help_outline*Annualized return per year since inception,

net of all fund charges0%

Exit Load

After 1 years

*help_outline*Period after which there is

no penalty for withdrawal

Dynamic asset allocation

Buy more equity when markets are low and less equity when markets are high

Stable Returns

Less volatility of returns because of Debt

Zero Taxes

Tax free returns after 1 year

Dynamic asset allocation

Buy more equity when markets are low and less equity when markets are high

Stable Returns

Less volatility of returns because of Debt

Zero Taxes

Tax free returns after 1 year