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Long Term

Investing money for 3 or more Years. Double the returns than Fixed Deposits at similar risk

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

-379961

Projected Maturity Amount

53.39L

Annualized Returns

8.27%

Investment Horizon

>3 Yr

Doubled Money

8 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
Debt UTI Short Term Income Fund Institutional Growth ANNUALISED RETURNS (5Yrs) 8.08% Amount 5,300 4366Cr Asset Size (AUM) Assets under management (AUM) is the total market value of assets managed by the mutual fund. 9Yr 0Mn Doubled Money Time period this fund took to double the invested money 7.25% Returns since launch Annualized return per year since inception, net of all fund charges 0% Exit Load After years Period after which there is no penalty for withdrawal	8.08%	5,300
Debt ICICI Prudential Corporate Bond Fund Growth ANNUALISED RETURNS (5Yrs) 8.15% Amount 5,200 5419Cr Asset Size (AUM) Assets under management (AUM) is the total market value of assets managed by the mutual fund. 8Yr 11Mn Doubled Money Time period this fund took to double the invested money 6.92% 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	8.15%	5,200
Debt Aditya Birla Sun Life Corporate Bond Fund Regular Plan Growth ANNUALISED RETURNS (5Yrs) 8.63% Amount 4,500 14963Cr Asset Size (AUM) Assets under management (AUM) is the total market value of assets managed by the mutual fund. 8Yr 5Mn Doubled Money Time period this fund took to double the invested money 9.31% 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	8.63%	4,500
Amount to be Invested		15,000

Where will your money be invested

Debt

UTI Short Term Income Fund Institutional Growth

Debt
UTI Short Term Income Fund Institutional Growth
ANNUALISED RETURNS (5Yrs)
8.08%
Amount
5,300
4366Cr
Asset Size
(AUM)
Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
9Yr 0Mn
Doubled
Money
Time period this fund took to
double the invested money
7.25%
Returns
since launch
Annualized return per year since inception,
net of all fund charges
0%
Exit Load
After years
Period after which there is
no penalty for withdrawal

Debt

ICICI Prudential Corporate Bond Fund Growth

Debt
ICICI Prudential Corporate Bond Fund Growth
ANNUALISED RETURNS (5Yrs)
8.15%
Amount
5,200
5419Cr
Asset Size
(AUM)
Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
8Yr 11Mn
Doubled
Money
Time period this fund took to
double the invested money
6.92%
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

Debt

Aditya Birla Sun Life Corporate Bond Fund Regular Plan Growth

Debt
Aditya Birla Sun Life Corporate Bond Fund Regular Plan Growth
ANNUALISED RETURNS (5Yrs)
8.63%
Amount
4,500
14963Cr
Asset Size
(AUM)
Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
8Yr 5Mn
Doubled
Money
Time period this fund took to
double the invested money
9.31%
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

better returns than fd/rd

Consistent better than FDs/RDs returns

no withdrawal penalties

ZERO withdrawal penalties post 7 days

better taxation

2-5% Tax on gains - Invest for 3+ years & get indexation benefit

better returns than fd/rd

Consistent better than FDs/RDs returns

no withdrawal penalties

ZERO withdrawal penalties post 7 days

better taxation

2-5% Tax on gains - Invest for 3+ years & get indexation benefit