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Upwardly Equity Plan

Recommended portfolio of funds selected by Upwardly Advisory team

Amount Invested

57.19L

Projected Wealth Gained

83.11L

Projected Maturity Amount

1.4Cr

Annualized Returns

12.35%

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
Fund Return
(ANNUALIZED 5Yr)
Amount
  • ANNUALISED RETURNS (5Yrs)

    12.65%

    Amount

    3,900

12.65%3,900
  • ANNUALISED RETURNS (5Yrs)

    11.35%

    Amount

    3,700

11.35%3,700
  • ANNUALISED RETURNS (5Yrs)

    11.79%

    Amount

    3,700

11.79%3,700
  • ANNUALISED RETURNS (5Yrs)

    13.59%

    Amount

    3,700

13.59%3,700
Amount to be Invested15,000

Where will your money be invested

Equity

      undefined
Mirae Asset Large Cap Fund Regular Growth
  • ANNUALISED RETURNS (5Yrs)

    12.65%

    Amount

    3,900

Equity

      undefined
Invesco India Growth Opportunities Fund - Growth
  • ANNUALISED RETURNS (5Yrs)

    11.35%

    Amount

    3,700

Equity

      undefined
Kotak Standard Multicap Growth
  • ANNUALISED RETURNS (5Yrs)

    11.79%

    Amount

    3,700

Equity

      undefined
Axis Bluechip Fund Growth
  • ANNUALISED RETURNS (5Yrs)

    13.59%

    Amount

    3,700

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