SIP-Equity Sectorial Graphs

UTI- Transportation And Logistics Fund- Growth Option

Investment multiplied by     : 4.78 times  in  12.8 years  22.42 % CAGR

Total Amount Invested          : 15.30 Lakhs

Valuation of Benchmark       : 29.35 Lakhs

Valuation of Fund                    : 69.50 Lakhs

 

MiraeGreat Consumer Fund- Regular Plan- Growth Option

Investment multiplied by     : 2.1 times  in  7.06 years  18.73 % CAGR

Total Amount Invested          : 8.50 Lakhs

Valuation of Benchmark       : 12.22 Lakhs

Valuation of Fund                    : 16.69 Lakhs

 

UTI MNC Fund (UGS 10000)- Growth Option

Investment multiplied by     : 3.57 times  in  13.8 years  13.40 % CAGR

Total Amount Invested          : 15 Lakhs

Valuation of Benchmark       : 29.35 Lakhs

Valuation of Fund                    : 52.82 Lakhs

 

ICICI Prudential Exports and Other Services Fund- Growth

Investment multiplied by     : 2.99 times  in  12 years  16.81 % CAGR

Total Amount Invested          : 14.70 Lakhs

Valuation of Benchmark       : 27.46 Lakhs

Valuation of Fund                    : 44.55 Lakhs

 

Sundaram Financial Services Opportunities Fund Regular- Growth

Investment multiplied by     : 1.98 times  in  9.79 years  14.08 % CAGR

Total Amount Invested          : 11.80 Lakhs

Valuation of Benchmark       : 19.77 Lakhs

Valuation of Fund                    : 23.42 Lakhs

 

Reliance Diversified Power Sector Fund- Growth Plan- Growth Option

Investment multiplied by     : 2.83 times  in  14.1 years  13.77 % CAGR

Total Amount Invested          : 16.70 Lakhs

Valuation of Benchmark       : 36.95 Lakhs

Valuation of Fund                    : 46.79 Lakhs

 

Sundaram Rural India Fund Growth

Investment multiplied by     : 2.83 times  in  14.1 years  13.77 % CAGR

Total Amount Invested          : 14.30 Lakhs

Valuation of Benchmark       : 25.51 Lakhs

Valuation of Fund                    : 36.80 Lakhs

 

Reliance Media And Entertainment Fund- Growth Plan- Growth Option

Investment multiplied by     : 2.53 times  in  13.8 years  12.74 % CAGR

Total Amount Invested          : 16.30 Lakhs

Valuation of Benchmark       : 34.30 Lakhs

Valuation of Fund                    : 40.86 Lakhs

 

SAHARA POWER _ NATURAL RESOURCES FUND – GROWTH PLAN

Investment multiplied by     : 2.06 times  in  9.75 years  1.14 % CAGR

Total Amount Invested          : 11.60 Lakhs

Valuation of Benchmark       : 21.36 Lakhs

Valuation of Fund                    : 23.64 Lakhs

 

Invesco India PSU Equity Fund- Growth

Investment multiplied by     : 1.59 times  in  8.5 years  10.62 % CAGR

Total Amount Invested          : 10.10 Lakhs

Valuation of Benchmark       : 15.15 Lakhs

Valuation of Fund                    : 15.45 Lakhs

 

SBI PSU Fund- Regular Plan- Growth

Investment multiplied by     : 1.25 times  in  7.9 years  5.58 % CAGR

Total Amount Invested          : 9.30 Lakhs

Valuation of Benchmark       : 13.61 Lakhs

Valuation of Fund                    : 11.40 Lakhs