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Large Cap Plan

Chosen portfolio of Bluechip companies. Track record of high & predictable returns.

SIP ( Monthly)

Lumpsum ( OneTime)

Enter Investment Amount(₹)

Investment Period

Annual Step Up

SIP investments, except tax saving SIPs, can be increased
by step up percentage every year. Stepping up helps to
achieve targets faster . It should, generally, be equal to
the average annual pay hike. 10% is suggested.

Amount Invested

57.19L

Projected Wealth Gained

47.57L

Projected Maturity Amount

1.05Cr

Annualized Returns

8.66%

Investment Horizon

>3 Yr

Doubled Money

8 Yrs 5 Mo

Past Portfolio Performance

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

Show me post tax returns

Assuming 30% tax bracket

3m

6m

1y

3y

5y

Where will your money be invested
Fund	Return (ANNUALIZED 5Yr)	Amount
Equity ICICI Prudential Bluechip Fund Growth ANNUALISED RETURNS (5Yrs) 8.17% Amount 3,900 21673Cr Asset Size (AUM) Assets under management (AUM) is the total market value of assets managed by the mutual fund. 8Yr 10Mn Doubled Money Time period this fund took to double the invested money 13.04% Returns since launch Annualized return per year since inception, net of all fund charges 0% Exit Load After 1 years Period after which there is no penalty for withdrawal With a fund size of more than 20,000 crores, ICICI Bluechip is one of the best and the largest large cap mutual funds in India. Large cap fund brings stability to your investment growth.	8.17%	3,900
Equity Mirae Asset Large Cap Fund Regular Growth ANNUALISED RETURNS (5Yrs) 10.73% Amount 3,700 13946Cr Asset Size (AUM) Assets under management (AUM) is the total market value of assets managed by the mutual fund. 6Yr 10Mn Doubled Money Time period this fund took to double the invested money 14.75% Returns since launch Annualized return per year since inception, net of all fund charges 0% Exit Load After 1 years Period after which there is no penalty for withdrawal	10.73%	3,700
Equity Aditya Birla Sun Life Frontline Equity Fund Growth ANNUALISED RETURNS (5Yrs) 7.64% Amount 3,700 20094Cr Asset Size (AUM) Assets under management (AUM) is the total market value of assets managed by the mutual fund. 9Yr 6Mn Doubled Money Time period this fund took to double the invested money 19.57% Returns since launch Annualized return per year since inception, net of all fund charges 0% Exit Load After 1 years Period after which there is no penalty for withdrawal One of the largest, oldest and well performing large cap funds from a reputed fund house.	7.64%	3,700
Equity Reliance Large Cap Fund - Growth ANNUALISED RETURNS (5Yrs) 8.14% Amount 3,700 11819Cr Asset Size (AUM) Assets under management (AUM) is the total market value of assets managed by the mutual fund. 8Yr 11Mn Doubled Money Time period this fund took to double the invested money 9.92% Returns since launch Annualized return per year since inception, net of all fund charges 0% Exit Load After 1 years Period after which there is no penalty for withdrawal	8.14%	3,700
Amount to be Invested		15,000

Where will your money be invested

Equity

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ICICI Prudential Bluechip Fund Growth

Equity

ICICI Prudential Bluechip Fund Growth
ANNUALISED RETURNS (5Yrs)
8.17%
Amount
3,900
21673Cr
Asset Size
(AUM)
Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
8Yr 10Mn
Doubled
Money
Time period this fund took to
double the invested money
13.04%
Returns
since launch
Annualized return per year since inception,
net of all fund charges
0%
Exit Load
After 1 years
Period after which there is
no penalty for withdrawal
With a fund size of more than 20,000 crores, ICICI Bluechip is one of the best and the largest large cap mutual funds in India. Large cap fund brings stability to your investment growth.

Equity

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Mirae Asset Large Cap Fund Regular Growth

Equity

Mirae Asset Large Cap Fund Regular Growth
ANNUALISED RETURNS (5Yrs)
10.73%
Amount
3,700
13946Cr
Asset Size
(AUM)
Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
6Yr 10Mn
Doubled
Money
Time period this fund took to
double the invested money
14.75%
Returns
since launch
Annualized return per year since inception,
net of all fund charges
0%
Exit Load
After 1 years
Period after which there is
no penalty for withdrawal

Equity

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Aditya Birla Sun Life Frontline Equity Fund Growth

Equity

Aditya Birla Sun Life Frontline Equity Fund Growth
ANNUALISED RETURNS (5Yrs)
7.64%
Amount
3,700
20094Cr
Asset Size
(AUM)
Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
9Yr 6Mn
Doubled
Money
Time period this fund took to
double the invested money
19.57%
Returns
since launch
Annualized return per year since inception,
net of all fund charges
0%
Exit Load
After 1 years
Period after which there is
no penalty for withdrawal
One of the largest, oldest and well performing large cap funds from a reputed fund house.

Equity

undefined

Reliance Large Cap Fund - Growth

Equity

Reliance Large Cap Fund - Growth
ANNUALISED RETURNS (5Yrs)
8.14%
Amount
3,700
11819Cr
Asset Size
(AUM)
Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
8Yr 11Mn
Doubled
Money
Time period this fund took to
double the invested money
9.92%
Returns
since launch
Annualized return per year since inception,
net of all fund charges
0%
Exit Load
After 1 years
Period after which there is
no penalty for withdrawal

Market Leaders

Industry Leaders with well established business models

Robust & Stable Growth

Strong & Consistent year on year performance

can shape markets & policy

In best position to influence & take advantage of policy changes

Market Leaders

Industry Leaders with well established business models

Robust & Stable Growth

Strong & Consistent year on year performance

can shape markets & policy

In best position to influence & take advantage of policy changes

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Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Portfolio returns and allocation between equity and debt are estimated based on a number of factors including the user's risk profile, goal horizon and disclosed financial position. Performance of any investment portfolio can neither be predicted nor guaranteed.