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Upwardly Equity Plan

Recommended portfolio of funds selected by Upwardly Advisory team

Amount Invested

27,00,000

Projected Wealth Gained

1,22,59,608

Projected Maturity Amount

1,49,59,608

Annualized Returns

20.66%

Investment Horizon

>3 Yr

Doubled Money

3 Yrs 9 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)

    14.86%

    Amount

    3,000

14.86%3,000
  • ANNUALISED RETURNS (5Yrs)

    26.74%

    Amount

    3,000

26.74%3,000
  • ANNUALISED RETURNS (5Yrs)

    18.95%

    Amount

    3,000

18.95%3,000
  • ANNUALISED RETURNS (5Yrs)

    18.31%

    Amount

    3,000

18.31%3,000
  • ANNUALISED RETURNS (5Yrs)

    24.45%

    Amount

    3,000

24.45%3,000
Amount to be Invested15,000

Where will your money be invested?

Equity

ICICI Prudential Bluechip Fund Growth
  • ANNUALISED RETURNS (5Yrs)

    14.86%

    Amount

    3,000

Equity

Reliance Small Cap Fund - Growth
  • ANNUALISED RETURNS (5Yrs)

    26.74%

    Amount

    3,000

Equity

Kotak Standard Multicap Growth
  • ANNUALISED RETURNS (5Yrs)

    18.95%

    Amount

    3,000

Equity

SBI Focused Equity Fund Growth
  • ANNUALISED RETURNS (5Yrs)

    18.31%

    Amount

    3,000

Equity

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

    24.45%

    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

Amount Invested

27,00,000

Projected Wealth Gained

1,22,59,608

Projected Maturity Amount

1,49,59,608