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Upwardly Equity Plan

Recommended portfolio of funds selected by Upwardly Advisory team

Amount Invested

57.19L

Projected Wealth Gained

98.72L

Projected Maturity Amount

1.56Cr

Annualized Returns

13.62%

Investment Horizon

>3 Yr

Doubled Money

5 Yrs 6 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)

    11.59%

    Amount

    3,000

11.59%3,000
  • ANNUALISED RETURNS (5Yrs)

    15.57%

    Amount

    3,000

15.57%3,000
  • ANNUALISED RETURNS (5Yrs)

    12.14%

    Amount

    3,000

12.14%3,000
  • ANNUALISED RETURNS (5Yrs)

    11.69%

    Amount

    3,000

11.69%3,000
  • Equity

          undefined
    L&T Midcap Fund Growth

    ANNUALISED RETURNS (5Yrs)

    17.1%

    Amount

    3,000

17.1%3,000
Amount to be Invested15,000

Where will your money be invested

Equity

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

    11.59%

    Amount

    3,000

Equity

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

    15.57%

    Amount

    3,000

Equity

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

    12.14%

    Amount

    3,000

Equity

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

    11.69%

    Amount

    3,000

Equity

      undefined
L&T Midcap Fund Growth
  • Equity

          undefined
    L&T Midcap Fund Growth

    ANNUALISED RETURNS (5Yrs)

    17.1%

    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