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Long Term

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

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

Assuming 30% tax bracket

3m
6m
1y
3y
5y
Where will your money be invested
Fund Return
(ANNUALIZED 5Yr)
Amount
  • ANNUALISED RETURNS (5Yrs)

    8.08%

    Amount

    5,300

8.08%5,300
  • ANNUALISED RETURNS (5Yrs)

    8.15%

    Amount

    5,200

8.15%5,200
  • ANNUALISED RETURNS (5Yrs)

    8.63%

    Amount

    4,500

8.63%4,500
Amount to be Invested15,000

Where will your money be invested

Debt

UTI Short Term Income Fund Institutional Growth
  • ANNUALISED RETURNS (5Yrs)

    8.08%

    Amount

    5,300

Debt

ICICI Prudential Corporate Bond Fund Growth
  • ANNUALISED RETURNS (5Yrs)

    8.15%

    Amount

    5,200

Debt

Aditya Birla Sun Life Corporate Bond Fund Regular Plan Growth
  • ANNUALISED RETURNS (5Yrs)

    8.63%

    Amount

    4,500

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