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Upwardly Wealth Edge

Recommended portfolio of funds selected by Upwardly team

Amount Invested

57.19L

Projected Wealth Gained

60.42L

Projected Maturity Amount

1.18Cr

Annualized Returns

10.15%

Investment Horizon

>3 Yr

Doubled Money

7 Yrs 3 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)

    10.61%

    Amount

    3,200

10.61%3,200
  • ANNUALISED RETURNS (5Yrs)

    10.26%

    Amount

    3,000

10.26%3,000
  • ANNUALISED RETURNS (5Yrs)

    8.95%

    Amount

    3,000

8.95%3,000
  • ANNUALISED RETURNS (5Yrs)

    9.06%

    Amount

    3,000

9.06%3,000
  • Equity

          undefined
    L&T Midcap Fund Growth

    ANNUALISED RETURNS (5Yrs)

    8.98%

    Amount

    700

8.98%700
  • ANNUALISED RETURNS (5Yrs)

    7.73%

    Amount

    700

7.73%700
  • ANNUALISED RETURNS (5Yrs)

    18.12%

    Amount

    700

18.12%700
  • ANNUALISED RETURNS (5Yrs)

    13.03%

    Amount

    700

13.03%700
Amount to be Invested15,000

Where will your money be invested

Equity

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

    10.61%

    Amount

    3,200

Equity

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

    10.26%

    Amount

    3,000

Equity

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

    8.95%

    Amount

    3,000

Equity

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

    9.06%

    Amount

    3,000

Equity

      undefined
L&T Midcap Fund Growth
  • Equity

          undefined
    L&T Midcap Fund Growth

    ANNUALISED RETURNS (5Yrs)

    8.98%

    Amount

    700

Equity

     
Nippon India Growth Fund - Growth
  • ANNUALISED RETURNS (5Yrs)

    7.73%

    Amount

    700

Equity

      undefined
Franklin India Feeder - Franklin U.S. Opportunities Fund Growth
  • ANNUALISED RETURNS (5Yrs)

    18.12%

    Amount

    700

Equity

      undefined
DSP US Flexible Equity Fund Growth
  • ANNUALISED RETURNS (5Yrs)

    13.03%

    Amount

    700

Upwardly Chosen Portfolio

Curated Portfolio of Funds selected by Upwardly 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 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