Assets under management (AUM) is the total market value

of assets managed by the mutual fund.

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Annualized Returns

15.19%

Investment Horizon

>3 Yr

Doubled Money

4 Yrs 11 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 |

Balanced Equity Franklin India Equity Hybrid Fund GrowthANNUALISED RETURNS (5Yrs) 14.36% Amount 3,900 1914Cr Asset Size (AUM) *help_outline*Assets under management (AUM) is the total market value of assets managed by the mutual fund.5Yr 2Mn Doubled Money *help_outline*Time period this fund took to double the invested money13.71% 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
| 14.36% | 3,900 |

9446Cr Asset Size (AUM) *help_outline*Assets under management (AUM) is the total market value of assets managed by the mutual fund.5Yr 0Mn Doubled Money *help_outline*Time period this fund took to double the invested money12.43% 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
| 15.04% | 3,700 |

27907Cr Asset Size (AUM) *help_outline*Assets under management (AUM) is the total market value of assets managed by the mutual fund.4Yr 10Mn Doubled Money *help_outline*Time period this fund took to double the invested money15.5% 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
| 15.66% | 3,700 |

Balanced Equity ICICI Prudential Equity & Debt Fund GrowthANNUALISED RETURNS (5Yrs) 15.75% Amount 3,700 25467Cr Asset Size (AUM) *help_outline*Assets under management (AUM) is the total market value of assets managed by the mutual fund.4Yr 9Mn Doubled Money *help_outline*Time period this fund took to double the invested money14.27% 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
| 15.75% | 3,700 |

Amount to be Invested | 15,000 |

Where will your money be invested?

Balanced Equity

Franklin India Equity Hybrid Fund GrowthBalanced Equity

Franklin India Equity Hybrid Fund GrowthANNUALISED RETURNS (5Yrs)

14.36%

Amount

3,900

1914Cr

Asset Size

(AUM)

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

of assets managed by the mutual fund.5Yr 2Mn

Doubled

Money

*help_outline*Time period this fund took to

double the invested money13.71%

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

Balanced Equity

L&T Hybrid Equity Fund Growth9446Cr

Asset Size

(AUM)

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

of assets managed by the mutual fund.5Yr 0Mn

Doubled

Money

*help_outline*Time period this fund took to

double the invested money12.43%

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

Balanced Equity

SBI Equity Hybrid Fund Regular Growth27907Cr

Asset Size

(AUM)

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

of assets managed by the mutual fund.4Yr 10Mn

Doubled

Money

*help_outline*Time period this fund took to

double the invested money15.5%

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

Balanced Equity

ICICI Prudential Equity & Debt Fund GrowthBalanced Equity

ICICI Prudential Equity & Debt Fund GrowthANNUALISED RETURNS (5Yrs)

15.75%

Amount

3,700

25467Cr

Asset Size

(AUM)

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

of assets managed by the mutual fund.4Yr 9Mn

Doubled

Money

*help_outline*Time period this fund took to

double the invested money14.27%

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 returns than Debt

~65% in Equity - Big Returns

Zero Taxes

Tax free returns after 1 year

Lower risk than Equity

~35% in Debt - Stable Returns

Higher returns than Debt

~65% in Equity - Big Returns

Zero Taxes

Tax free returns after 1 year

Lower risk than Equity

~35% in Debt - Stable Returns