Assets under management (AUM) is the total market value

of assets managed by the mutual fund.

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Annualized Returns

24.02%

Investment Horizon

>5 Yr

Doubled Money

3 Yrs 3 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 |

7245Cr Asset Size (AUM) *help_outline*Assets under management (AUM) is the total market value of assets managed by the mutual fund.3Yr 0Mn Doubled Money *help_outline*Time period this fund took to double the invested money17.72% Returns since launch *help_outline*Annualized return per year since inception, net of all fund charges0% Exit Load After 1 years *help_outline*Period after which there is no penalty for withdrawal
| 26.48% | 3,000 |

1604Cr Asset Size (AUM) *help_outline*Assets under management (AUM) is the total market value of assets managed by the mutual fund.2Yr 10Mn Doubled Money *help_outline*Time period this fund took to double the invested money18.74% Returns since launch *help_outline*Annualized return per year since inception, net of all fund charges0% Exit Load After 1 years *help_outline*Period after which there is no penalty for withdrawal
| 28.64% | 3,000 |

6777Cr Asset Size (AUM) *help_outline*Assets under management (AUM) is the total market value of assets managed by the mutual fund.3Yr 7Mn Doubled Money *help_outline*Time period this fund took to double the invested money13.64% Returns since launch *help_outline*Annualized return per year since inception, net of all fund charges0% Exit Load After 1 years *help_outline*Period after which there is no penalty for withdrawal
| 21.51% | 3,000 |

3733Cr Asset Size (AUM) *help_outline*Assets under management (AUM) is the total market value of assets managed by the mutual fund.3Yr 4Mn Doubled Money *help_outline*Time period this fund took to double the invested money19.32% Returns since launch *help_outline*Annualized return per year since inception, net of all fund charges0% Exit Load After 1 years *help_outline*Period after which there is no penalty for withdrawal
| 23.33% | 3,000 |

1518Cr Asset Size (AUM) *help_outline*Assets under management (AUM) is the total market value of assets managed by the mutual fund.3Yr 10Mn Doubled Money *help_outline*Time period this fund took to double the invested money16.92% Returns since launch *help_outline*Annualized return per year since inception, net of all fund charges0% Exit Load After 1 years *help_outline*Period after which there is no penalty for withdrawal
| 20.12% | 3,000 |

Amount to be Invested | 15,000 |

Where will your money be invested?

Equity

Reliance Small Cap Fund - Growth7245Cr

Asset Size

(AUM)

*help_outline*Assets under management (AUM) is the total market value

of assets managed by the mutual fund.3Yr 0Mn

Doubled

Money

*help_outline*Time period this fund took to

double the invested money17.72%

Returns

since launch

*help_outline*Annualized return per year since inception,

net of all fund charges0%

Exit Load

After 1 years

*help_outline*Period after which there is

no penalty for withdrawal

Equity

SBI Small Cap Fund Regular Plan Growth1604Cr

Asset Size

(AUM)

*help_outline*Assets under management (AUM) is the total market value

of assets managed by the mutual fund.2Yr 10Mn

Doubled

Money

*help_outline*Time period this fund took to

double the invested money18.74%

Returns

since launch

*help_outline*Annualized return per year since inception,

net of all fund charges0%

Exit Load

After 1 years

*help_outline*Period after which there is

no penalty for withdrawal

Equity

Franklin India Smaller Companies Fund Growth6777Cr

Asset Size

(AUM)

*help_outline*Assets under management (AUM) is the total market value

of assets managed by the mutual fund.3Yr 7Mn

Doubled

Money

*help_outline*Time period this fund took to

double the invested money13.64%

Returns

since launch

*help_outline*Annualized return per year since inception,

net of all fund charges0%

Exit Load

After 1 years

*help_outline*Period after which there is

no penalty for withdrawal

Equity

L&T Midcap Fund Growth3733Cr

Asset Size

(AUM)

*help_outline*Assets under management (AUM) is the total market value

of assets managed by the mutual fund.3Yr 4Mn

Doubled

Money

*help_outline*Time period this fund took to

double the invested money19.32%

Returns

since launch

*help_outline*Annualized return per year since inception,

net of all fund charges0%

Exit Load

After 1 years

*help_outline*Period after which there is

no penalty for withdrawal

Equity

ICICI Prudential MidCap Fund Growth1518Cr

Asset Size

(AUM)

*help_outline*Assets under management (AUM) is the total market value

of assets managed by the mutual fund.3Yr 10Mn

Doubled

Money

*help_outline*Time period this fund took to

double the invested money16.92%

Returns

since launch

*help_outline*Annualized return per year since inception,

net of all fund charges0%

Exit Load

After 1 years

*help_outline*Period after which there is

no penalty for withdrawal

Higher Growth Rates

Smaller size - can grow at much faster pace.

Fast & Nimble

Quick decision making and better ability to adapt to changing markets

High Risk and Reward Ratios

Historically, gives higher returns with higher volatility

Higher Growth Rates

Smaller size - can grow at much faster pace.

Fast & Nimble

Quick decision making and better ability to adapt to changing markets

High Risk and Reward Ratios

Historically, gives higher returns with higher volatility