Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
8AM - 8PM
Annualized Returns
15.91%
Investment Horizon
>3 Yr
Doubled Money
4 Yrs 9 Mo
Past Portfolio Performance
For a sum of Rs.1,00,000 invested for 5 Years
Assuming 30% tax bracket
Where will your money be invested | ||
Fund | Return
(ANNUALIZED 5Yr) | Amount |
| 16.63% | 3,200 |
| 16.26% | 3,000 |
| 14.99% | 3,000 |
| 15.15% | 3,000 |
| 13.72% | 700 |
| 14.66% | 700 |
| 20.85% | 700 |
| 16.85% | 700 |
Amount to be Invested | 15,000 |
Where will your money be invested
Equity
22517Cr
Asset Size
Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
4Yr 7Mn
Doubled
Time period this fund took to
double the invested money
13.07%
Returns
Annualized return per year since inception,
net of all fund charges
0%
Exit Load
Period after which there is
no penalty for withdrawal
Equity
22093Cr
Asset Size
Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
4Yr 8Mn
Doubled
Time period this fund took to
double the invested money
15.67%
Returns
Annualized return per year since inception,
net of all fund charges
0%
Exit Load
Period after which there is
no penalty for withdrawal
Equity
3472Cr
Asset Size
Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
5Yr 0Mn
Doubled
Time period this fund took to
double the invested money
11.44%
Returns
Annualized return per year since inception,
net of all fund charges
0%
Exit Load
Period after which there is
no penalty for withdrawal
Equity
33462Cr
Asset Size
Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
4Yr 11Mn
Doubled
Time period this fund took to
double the invested money
13.84%
Returns
Annualized return per year since inception,
net of all fund charges
0%
Exit Load
Period after which there is
no penalty for withdrawal
The largest equity mutual fund in India, Kotak Standard Multicap has been a consistent performer in both good and not-so-good market conditions. It has beaten its benchmarks consistently over the last 5 years. Brings stability to your growth.
Equity
6183Cr
Asset Size
Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
5Yr 5Mn
Doubled
Time period this fund took to
double the invested money
18.46%
Returns
Annualized return per year since inception,
net of all fund charges
0%
Exit Load
Period after which there is
no penalty for withdrawal
The fund has the best 3 year and 5 year returns in the midcap category. Managed by L&T CIO S.N.Lahiri, it has given stellar 24% CAGR returns in the last 5 years. Mid cap companies with solid business models have a potential to grow more than large companies thus delievering a boost to your investment returns.
Equity
8188Cr
Asset Size
Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
5Yr 1Mn
Doubled
Time period this fund took to
double the invested money
21.83%
Returns
Annualized return per year since inception,
net of all fund charges
0%
Exit Load
Period after which there is
no penalty for withdrawal
Equity
ANNUALISED RETURNS (5Yrs)
20.85%
Amount
700
2723Cr
Asset Size
Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
3Yr 8Mn
Doubled
Time period this fund took to
double the invested money
19.59%
Returns
Annualized return per year since inception,
net of all fund charges
0%
Exit Load
Period after which there is
no penalty for withdrawal
Equity
307Cr
Asset Size
Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
4Yr 6Mn
Doubled
Time period this fund took to
double the invested money
15.99%
Returns
Annualized return per year since inception,
net of all fund charges
0%
Exit Load
Period after which there is
no penalty for withdrawal
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