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Upwardly Long term Wealth

Recommended portfolio of funds selected by Upwardly Advisory team

Amount Invested

57.19L

Projected Wealth Gained

10.23L

Projected Maturity Amount

67.42L

Annualized Returns

2.52%

Investment Horizon

>3 Yr

Doubled Money

27 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
  • ANNUALISED RETURNS (5Yrs)

    2.2%

    Amount

    3,900

2.2%3,900
  • ANNUALISED RETURNS (5Yrs)

    1.38%

    Amount

    3,700

1.38%3,700
  • ANNUALISED RETURNS (5Yrs)

    2.02%

    Amount

    3,700

2.02%3,700
  • ANNUALISED RETURNS (5Yrs)

    4.49%

    Amount

    3,700

4.49%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)

    2.2%

    Amount

    3,900

Equity

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

    1.38%

    Amount

    3,700

Equity

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

    2.02%

    Amount

    3,700

Equity

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

    4.49%

    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