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Upwardly Equity Hybrid Plan

Invest in Top Equity & Hybrid Funds

Amount Invested

57.19L

Projected Wealth Gained

31.11L

Projected Maturity Amount

88.3L

Annualized Returns

6.37%

Investment Horizon

>3 Yr

Doubled Money

11 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
  • ANNUALISED RETURNS (5Yrs)

    5.99%

    Amount

    6,000

5.99%6,000
  • ANNUALISED RETURNS (5Yrs)

    6.51%

    Amount

    4,500

6.51%4,500
  • ANNUALISED RETURNS (5Yrs)

    6.75%

    Amount

    4,500

6.75%4,500
Amount to be Invested15,000

Where will your money be invested

Equity

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

    5.99%

    Amount

    6,000

Balanced Equity

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

    6.51%

    Amount

    4,500

Balanced Equity

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

    6.75%

    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