Assets under management (AUM) is the total market value

of assets managed by the mutual fund.

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Annualized Returns

8.52%

Investment Horizon

>3 Yr

Doubled Money

8 Yrs 6 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 |

- ICICI Prudential Balanced Advantage Fund Growth
Balanced Equity ANNUALISED RETURNS (5Yrs) 10.81% Amount 3,900 29033Cr Asset Size (AUM) *help_outline*Assets under management (AUM) is the total market value of assets managed by the mutual fund.6Yr 10Mn Doubled Money *help_outline*Time period this fund took to double the invested money10.81% 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
| 10.81% | 3,900 |

- Motilal Oswal Dynamic Fund - Regular Plan - Growth Option
Balanced Equity ANNUALISED RETURNS (5Yrs) NA Amount 3,700 1538Cr Asset Size (AUM) *help_outline*Assets under management (AUM) is the total market value of assets managed by the mutual fund.32Yr 6Mn Doubled Money *help_outline*Time period this fund took to double the invested money8.12% 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 |

1764Cr Asset Size (AUM) *help_outline*Assets under management (AUM) is the total market value of assets managed by the mutual fund.6Yr 8Mn Doubled Money *help_outline*Time period this fund took to double the invested money16.45% 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
| 11% | 3,700 |

552Cr Asset Size (AUM) *help_outline*Assets under management (AUM) is the total market value of assets managed by the mutual fund.7Yr 4Mn Doubled Money *help_outline*Time period this fund took to double the invested money11.26% 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
| 9.98% | 3,700 |

Amount to be Invested | 15,000 |

Where will your money be invested

Balanced Equity

- ICICI Prudential Balanced Advantage Fund Growth
Balanced Equity

ANNUALISED RETURNS (5Yrs)

10.81%

Amount

3,900

29033Cr

Asset Size

(AUM)

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

of assets managed by the mutual fund.6Yr 10Mn

Doubled

Money

*help_outline*Time period this fund took to

double the invested money10.81%

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 Option
Balanced Equity

ANNUALISED RETURNS (5Yrs)

NA

Amount

3,700

1538Cr

Asset Size

(AUM)

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

of assets managed by the mutual fund.32Yr 6Mn

Doubled

Money

*help_outline*Time period this fund took to

double the invested money8.12%

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

1764Cr

Asset Size

(AUM)

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

of assets managed by the mutual fund.6Yr 8Mn

Doubled

Money

*help_outline*Time period this fund took to

double the invested money16.45%

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

552Cr

Asset Size

(AUM)

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

of assets managed by the mutual fund.7Yr 4Mn

Doubled

Money

*help_outline*Time period this fund took to

double the invested money11.26%

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