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Monthly Income Plan - Dividend

Smart, Reliable and Consistent plans for a Regular Income

Amount Invested

57.19L

Projected Wealth Gained

29.57L

Projected Maturity Amount

86.76L

Annualized Returns

6.13%

Investment Horizon

>3 Yr

Doubled Money

11 Yrs 8 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
  • ANNUALISED RETURNS (5Yrs)

    5.07%

    Amount

    7,500

5.07%7,500
  • ANNUALISED RETURNS (5Yrs)

    7.19%

    Amount

    7,500

7.19%7,500
Amount to be Invested15,000

Where will your money be invested

Balanced Equity

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

    5.07%

    Amount

    7,500

Balanced Equity

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

    7.19%

    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