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Upwardly Equity Plan

Recommended portfolio of funds selected by Upwardly Advisory team

Amount Invested

27L

Projected Wealth Gained

94.1L

Projected Maturity Amount

1.21Cr

Annualized Returns

18.25%

Investment Horizon

>3 Yr

Doubled Money

4 Yrs 2 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)

    14.74%

    Amount

    3,000

14.74%3,000
  • ANNUALISED RETURNS (5Yrs)

    21.04%

    Amount

    3,000

21.04%3,000
  • ANNUALISED RETURNS (5Yrs)

    15.26%

    Amount

    3,000

15.26%3,000
  • ANNUALISED RETURNS (5Yrs)

    17.28%

    Amount

    3,000

17.28%3,000
  • ANNUALISED RETURNS (5Yrs)

    22.93%

    Amount

    3,000

22.93%3,000
Amount to be Invested15,000

Where will your money be invested?

Equity

Aditya Birla Sun Life Frontline Equity Fund Growth
  • ANNUALISED RETURNS (5Yrs)

    14.74%

    Amount

    3,000

Equity

Franklin India Smaller Companies Fund Growth
  • ANNUALISED RETURNS (5Yrs)

    21.04%

    Amount

    3,000

Equity

UTI Equity Fund Regular Plan Growth
  • ANNUALISED RETURNS (5Yrs)

    15.26%

    Amount

    3,000

Equity

ICICI Prudential Value Discovery Fund Growth
  • ANNUALISED RETURNS (5Yrs)

    17.28%

    Amount

    3,000

Equity

L&T Midcap Fund Growth
  • ANNUALISED RETURNS (5Yrs)

    22.93%

    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