Aditya Birla SunLife Balanced 95 Fund- Regular Plan- Growth
Investment multiplied by : 7.82 times in 20 years @ 35.48 % CAGR
Total Amount Invested : 24 Lakhs
Valuation of Benchmark : 101.49 Lakhs
Valuation of Fund : 187.85 Lakhs
ICICI Prudential Dynamic Accrual Plan – Growth
Investment multiplied by : 5.09 times in 15.5 years @ 18.83 % CAGR
Total Amount Invested : 17.20 Lakhs
Valuation of Benchmark : 39.85 Lakhs
Valuation of Fund : 31.20 Lakhs
TATA Retirement Saving Fund Moderate- Regular Plan(Growth)
Investment multiplied by : 1.56 times in 6.4 years @ 18.37 % CAGR
Total Amount Invested : 8.70 Lakhs
Valuation of Benchmark : 12.58 Lakhs
Valuation of Fund : 13.63 Lakhs
Principal Balanced Fund- Growth
Investment multiplied by : 2.21 times in 18.3 years @ 14.44 % CAGR
Total Amount Invested : 17.50 Lakhs
Valuation of Benchmark : 41.91 Lakhs
Valuation of Fund : 38.79 Lakhs
Canara Robeco Balance- Regular Plan- Growth
Investment multiplied by : 2.18 times in 11.3 years @ 14.01 % CAGR
Total Amount Invested : 12.90 Lakhs
Valuation of Benchmark : 21.87 Lakhs
Valuation of Fund : 28.15 Lakhs
Franklin India Life Stage Fund Of Funds – The 20S Plan (G)
Investment multiplied by : 2.88 times in 14.2 years @ 13.72 % CAGR
Total Amount Invested : 17.30 Lakhs
Valuation of Benchmark : 40.74 Lakhs
Valuation of Fund : 49.85 Lakhs
HSBC – Managed Solutions India Growth Fund Reg (G)
Investment multiplied by : 1.3 times in 4 years @ 13.12 % CAGR
Total Amount Invested : 4.80 Lakhs
Valuation of Benchmark : 5.64 Lakhs
Valuation of Fund : 6.24 Lakhs
Franklin India Life Stage Fund Of Funds – The 30S Plan (G)
Investment multiplied by : 2.62 times in 14.4 years @ 11.91 % CAGR
Total Amount Invested : 17.30 Lakhs
Valuation of Benchmark : 40.74 Lakhs
Valuation of Fund : 17.30 Lakhs
J M Balanced Fund- Growth
Investment multiplied by : 4.58 times in 23.01 years @ 7.48 % CAGR
Total Amount Invested : 27.70 Lakhs
Valuation of Benchmark : 138.51 Lakhs
Valuation of Fund : 126.79 Lakhs