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Upwardly Equity Hybrid Plan

Invest in Top Equity & Hybrid Funds

Amount Invested

27L

Projected Wealth Gained

46.15L

Projected Maturity Amount

73.15L

Annualized Returns

12.4%

Investment Horizon

>3 Yr

Doubled Money

5 Yrs 12 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?
FundReturn
(ANNUALIZED 5Yr)
Amount
  • ANNUALISED RETURNS (5Yrs)

    14.86%

    Amount

    6,000

14.86%6,000
  • ANNUALISED RETURNS (5Yrs)

    NA

    Amount

    4,500

NA4,500
  • ANNUALISED RETURNS (5Yrs)

    12.4%

    Amount

    4,500

12.4%4,500
Amount to be Invested15,000

Where will your money be invested?

Equity

ICICI Prudential Bluechip Fund Growth
  • ANNUALISED RETURNS (5Yrs)

    14.86%

    Amount

    6,000

Balanced Equity

Kotak Equity Savings Fund Regular Growth
  • ANNUALISED RETURNS (5Yrs)

    NA

    Amount

    4,500

Balanced Equity

ICICI Prudential Balanced Advantage Fund Growth
  • ANNUALISED RETURNS (5Yrs)

    12.4%

    Amount

    4,500

Higher Returns Than Debt

Higher growth from Equity and Stable returns from Debt

Regular Tax-free Income

Enjoy lower taxation of Equity products

Zero Taxes

Invest in the Top performing funds of top mutual fund Houses

Higher Returns Than Debt

Higher growth from Equity and Stable returns from Debt

Regular Tax-free Income

Enjoy lower taxation of Equity products

Zero Taxes

Invest in the Top performing funds of top mutual fund Houses