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Monthly Income Plan - Dividend

Smart, Reliable and Consistent plans for a Regular Income

Amount Invested

27,00,000

Projected Wealth Gained

53,45,355

Projected Maturity Amount

80,45,355

Annualized Returns

13.52%

Investment Horizon

>3 Yr

Doubled Money

5 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?
FundReturn
(ANNUALIZED 5Yr)
Amount
  • ANNUALISED RETURNS (5Yrs)

    12.03%

    Amount

    7,500

12.03%7,500
  • ANNUALISED RETURNS (5Yrs)

    15%

    Amount

    7,500

15%7,500
Amount to be Invested15,000

Where will your money be invested?

Balanced Equity

UTI Hybrid Equity Fund Regular Plan Dividend Payout
  • ANNUALISED RETURNS (5Yrs)

    12.03%

    Amount

    7,500

Balanced Equity

Reliance Equity Hybrid Fund Dividend Payout
  • ANNUALISED RETURNS (5Yrs)

    15%

    Amount

    7,500

Higher Returns Than Debt

~65% in Equity - Big Returns

Regular Tax-free Income

Monthly tax-free dividend income on your investments

Zero Taxes

Tax free returns after 1 year

Higher Returns Than Debt

~65% in Equity - Big Returns

Regular Tax-free Income

Monthly tax-free dividend income on your investments

Zero Taxes

Tax free returns after 1 year

Amount Invested

27,00,000

Projected Wealth Gained

53,45,355

Projected Maturity Amount

80,45,355