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Upwardly Equity Plan

Recommended portfolio of funds selected by Upwardly Advisory team

Amount Invested

57.19L

Projected Wealth Gained

81.92L

Projected Maturity Amount

1.39Cr

Annualized Returns

12.24%

Investment Horizon

>3 Yr

Doubled Money

6 Yrs 1 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)

    14.9%

    Amount

    3,000

14.9%3,000
  • ANNUALISED RETURNS (5Yrs)

    13.93%

    Amount

    3,000

13.93%3,000
  • ANNUALISED RETURNS (5Yrs)

    10.81%

    Amount

    3,000

10.81%3,000
  • ANNUALISED RETURNS (5Yrs)

    10.74%

    Amount

    3,000

10.74%3,000
  • Equity

          undefined
    Axis Midcap Growth

    ANNUALISED RETURNS (5Yrs)

    10.84%

    Amount

    3,000

10.84%3,000
Amount to be Invested15,000

Where will your money be invested

Equity

      undefined
Mirae Asset Emerging Bluechip Growth
  • ANNUALISED RETURNS (5Yrs)

    14.9%

    Amount

    3,000

Equity

      undefined
SBI Small Cap Fund Regular Plan Growth
  • ANNUALISED RETURNS (5Yrs)

    13.93%

    Amount

    3,000

Equity

      undefined
Parag Parikh Long Term Equity Regular Growth
  • ANNUALISED RETURNS (5Yrs)

    10.81%

    Amount

    3,000

Equity

      undefined
Axis Bluechip Fund Growth
  • ANNUALISED RETURNS (5Yrs)

    10.74%

    Amount

    3,000

Equity

      undefined
Axis Midcap Growth
  • Equity

          undefined
    Axis Midcap Growth

    ANNUALISED RETURNS (5Yrs)

    10.84%

    Amount

    3,000

Upwardly Chosen Portfolio

Curated Portfolio of Funds selected by Upwardly's Advisory team

Ideal Mix of Fund Categories

Right mix of Large & Small cap firms balancing growth & returns

Better future prospects

Funds with best track record and future potential

Upwardly Chosen Portfolio

Curated Portfolio of Funds selected by Upwardly's Advisory team

Ideal Mix of Fund Categories

Right mix of Large & Small cap firms balancing growth & returns

Better future prospects

Funds with best track record and future potential