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Equity Savings Funds - Conservative

Reliable & proven plan to get consistent Returns. Safer Debt & Arbitrage with little equity

Amount Invested

57.19L

Projected Wealth Gained

32.89L

Projected Maturity Amount

90.08L

Annualized Returns

6.65%

Investment Horizon

>1 Yr

Doubled Money

10 Yrs 10 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

          undefined
    Reliance Equity Savings Growth

    ANNUALISED RETURNS (5Yrs)

    NA

    Amount

    3,900

NA3,900
  • ANNUALISED RETURNS (5Yrs)

    NA

    Amount

    3,700

NA3,700
  • ANNUALISED RETURNS (5Yrs)

    NA

    Amount

    3,700

NA3,700
  • Balanced Equity

          undefined
    L&T Equity Savings Growth

    ANNUALISED RETURNS (5Yrs)

    6.34%

    Amount

    3,700

6.34%3,700
Amount to be Invested15,000

Where will your money be invested

Balanced Equity

      undefined
Reliance Equity Savings Growth
  • Balanced Equity

          undefined
    Reliance Equity Savings Growth

    ANNUALISED RETURNS (5Yrs)

    NA

    Amount

    3,900

Balanced Equity

      undefined
ICICI Prudential Equity Savings Fund Growth
  • ANNUALISED RETURNS (5Yrs)

    NA

    Amount

    3,700

Balanced Equity

      undefined
Kotak Equity Savings Fund Regular Growth
  • ANNUALISED RETURNS (5Yrs)

    NA

    Amount

    3,700

Balanced Equity

      undefined
L&T Equity Savings Growth
  • Balanced Equity

          undefined
    L&T Equity Savings Growth

    ANNUALISED RETURNS (5Yrs)

    6.34%

    Amount

    3,700

Stable Consistent Returns

~ 30% Equity; 35% Arbitrage; 35% Debt

Lower Risk

Minimal equity exposure, lower volatility of returns

Zero Taxes

Tax free returns after 1 year

Stable Consistent Returns

~ 30% Equity; 35% Arbitrage; 35% Debt

Lower Risk

Minimal equity exposure, lower volatility of returns

Zero Taxes

Tax free returns after 1 year