SIP-Banking Graphs

Aditya Birla SunLife Banking and Financial Services Fund- Regular Plan

Investment multiplied by     : 1.50 times  in  4.28 years  22.14 % CAGR

Total Amount Invested          : 5.20 Lakhs

Valuation of Benchmark       : 6.26 Lakhs

Valuation of Fund                    : 7.81 Lakhs

 

SBI Banking and Financial Services Fund- regular Plan- Growth

Investment multiplied by     : 1.37 times  in  3.07 years  21.73 % CAGR

Total Amount Invested          : 3.80 Lakhs

Valuation of Benchmark       : 4.46 Lakhs

Valuation of Fund                    : 5.21 Lakhs

 

ICICI Prudential Banking and Financial ServicesFund- Growth

Investment multiplied by     : 1.37 times  in  3.07 years  21.73 % CAGR

Total Amount Invested          : 3.80 Lakhs

Valuation of Benchmark       : 4.46 Lakhs

Valuation of Fund                    : 5.21 Lakhs

 

Reliance Banking Fund-Growth Plan- Growth Option

Investment multiplied by     : 5.19 times  in  14.86 years  20.45 % CAGR

Total Amount Invested          : 17.90 Lakhs

Valuation of Benchmark       : 45.51 Lakhs

Valuation of Fund                    : 92.94 Lakhs

 

Invesco India Banking Fund-Retail

Investment multiplied by     : 2.47 times  in  7.92 years  18.09 % CAGR

Total Amount Invested          : 11.70 Lakhs

Valuation of Benchmark       : 19.53 Lakhs

Valuation of Fund                    : 28.91 Lakhs

 

UTI Banking Sector Fund-Growth Option

Investment multiplied by     : 2.79 times  in  12.67 years  15.52 % CAGR

Total Amount Invested          : 15.30 Lakhs

Valuation of Benchmark       : 29.35 Lakhs

Valuation of Fund                    : 42.69 Lakhs

 

Baroda Poineer Banking and Financial Services Fund-Plan A- Growth Option

Investment multiplied by     : 1.44 times  in  5.77 years  13.78 % CAGR

Total Amount Invested          : 7 Lakhs

Valuation of Benchmark       : 9.38 Lakhs

Valuation of Fund                    : 10.07 Lakhs

 

Reliance ETF BeES

Investment multiplied by     : 1.07 times  in  1.39 years  9.08 % CAGR

Total Amount Invested          : 1.70 Lakhs

Valuation of Benchmark       : 1.80 Lakhs

Valuation of Fund                    : 1.82 Lakhs

 

Reliance ETF PSU Bank BeES

Investment multiplied by     : 0.84 times  in  1.39 years  -12.81 % CAGR

Total Amount Invested          : 1.70 Lakhs

Valuation of Benchmark       : 1.80 Lakhs

Valuation of Fund                    : 1.42 Lakhs