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SIP ( Monthly)

Lumpsum ( OneTime)

Enter Investment Amount(₹)

Investment Period

Annual Step Up

SIP investments, except tax saving SIPs, can be increased
by step up percentage every year. Stepping up helps to
achieve targets faster . It should, generally, be equal to
the average annual pay hike. 10% is suggested.

Amount Invested

57.19L

Projected Wealth Gained

88.96L

Projected Maturity Amount

1.46Cr

Annualized Returns

12.84%

Investment Horizon

>3 Yr

Doubled Money

5 Yrs 9 Mo

Past Portfolio Performance

For a sum of Rs.1,00,000 invested for 5 Years

Show me post tax returns

Assuming 30% tax bracket

3m

6m

1y

3y

5y

Where will your money be invested
Fund	Return (ANNUALIZED 5Yr)	Amount
Equity Reliance US Equity Opportunities Fund - Regular Growth ANNUALISED RETURNS (5Yrs) NA Amount 3,900 52Cr Asset Size (AUM) Assets under management (AUM) is the total market value of assets managed by the mutual fund. 4Yr 8Mn Doubled Money Time period this fund took to double the invested money 12.57% Returns since launch Annualized return per year since inception, net of all fund charges 0% Exit Load After 1 years Period after which there is no penalty for withdrawal	NA	3,900
Equity ICICI Prudential US Bluechip Equity Fund Growth ANNUALISED RETURNS (5Yrs) 11.52% Amount 3,700 308Cr Asset Size (AUM) Assets under management (AUM) is the total market value of assets managed by the mutual fund. 6Yr 5Mn Doubled Money Time period this fund took to double the invested money 16.21% Returns since launch Annualized return per year since inception, net of all fund charges 0% Exit Load After 1 years Period after which there is no penalty for withdrawal	11.52%	3,700
Equity Franklin India Feeder - Franklin U.S. Opportunities Fund Growth ANNUALISED RETURNS (5Yrs) 12.99% Amount 3,700 955Cr Asset Size (AUM) Assets under management (AUM) is the total market value of assets managed by the mutual fund. 5Yr 9Mn Doubled Money Time period this fund took to double the invested money 17.06% Returns since launch Annualized return per year since inception, net of all fund charges 0% Exit Load After 1 years Period after which there is no penalty for withdrawal	12.99%	3,700
Equity DSP US Flexible Equity Fund Growth ANNUALISED RETURNS (5Yrs) 10.48% Amount 3,700 235Cr Asset Size (AUM) Assets under management (AUM) is the total market value of assets managed by the mutual fund. 7Yr 0Mn Doubled Money Time period this fund took to double the invested money 14.42% Returns since launch Annualized return per year since inception, net of all fund charges 0% Exit Load After 0 years Period after which there is no penalty for withdrawal	10.48%	3,700
Amount to be Invested		15,000

Where will your money be invested

Equity

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Reliance US Equity Opportunities Fund - Regular Growth

Equity

Reliance US Equity Opportunities Fund - Regular Growth
ANNUALISED RETURNS (5Yrs)
NA
Amount
3,900
52Cr
Asset Size
(AUM)
Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
4Yr 8Mn
Doubled
Money
Time period this fund took to
double the invested money
12.57%
Returns
since launch
Annualized return per year since inception,
net of all fund charges
0%
Exit Load
After 1 years
Period after which there is
no penalty for withdrawal

Equity

undefined

ICICI Prudential US Bluechip Equity Fund Growth

Equity

ICICI Prudential US Bluechip Equity Fund Growth
ANNUALISED RETURNS (5Yrs)
11.52%
Amount
3,700
308Cr
Asset Size
(AUM)
Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
6Yr 5Mn
Doubled
Money
Time period this fund took to
double the invested money
16.21%
Returns
since launch
Annualized return per year since inception,
net of all fund charges
0%
Exit Load
After 1 years
Period after which there is
no penalty for withdrawal

Equity

undefined

Franklin India Feeder - Franklin U.S. Opportunities Fund Growth

Equity

Franklin India Feeder - Franklin U.S. Opportunities Fund Growth
ANNUALISED RETURNS (5Yrs)
12.99%
Amount
3,700
955Cr
Asset Size
(AUM)
Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
5Yr 9Mn
Doubled
Money
Time period this fund took to
double the invested money
17.06%
Returns
since launch
Annualized return per year since inception,
net of all fund charges
0%
Exit Load
After 1 years
Period after which there is
no penalty for withdrawal

Equity

undefined

DSP US Flexible Equity Fund Growth

Equity

DSP US Flexible Equity Fund Growth
ANNUALISED RETURNS (5Yrs)
10.48%
Amount
3,700
235Cr
Asset Size
(AUM)
Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
7Yr 0Mn
Doubled
Money
Time period this fund took to
double the invested money
14.42%
Returns
since launch
Annualized return per year since inception,
net of all fund charges
0%
Exit Load
After 0 years
Period after which there is
no penalty for withdrawal

Invest in World Leaders

Invest in Companies like Amazon, Google, Facebook, Starbucks etc

Diversified

Invest in global companies which operate around the world

Excellent hedge on currency risk in the event of Rupee Devaluation

Invest in World Leaders

Invest in Companies like Amazon, Google, Facebook, Starbucks etc

Diversified

Invest in global companies which operate around the world

Excellent hedge on currency risk in the event of Rupee Devaluation

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Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Portfolio returns and allocation between equity and debt are estimated based on a number of factors including the user's risk profile, goal horizon and disclosed financial position. Performance of any investment portfolio can neither be predicted nor guaranteed.