Reliance Growth Fund- Growth Plan- Growth Option
Investment multiplied by : 26 times in 22.41 years @ 23.90 % CAGR
Total Amount Invested : 27 Lakhs
Valuation of Benchmark : 129.75 Lakhs
Valuation of Fund : 702.37 Lakhs
HDFC Prudence Fund
Investment multiplied by : 16.45 times in 23.25 years @ 20.05 % CAGR
Total Amount Invested : 27.90 Lakhs
Valuation of Benchmark : 138.59 Lakhs
Valuation of Fund : 458.99 Lakhs
HDFC Balanced Fund- Growth Option
Investment multiplied by : 5.56 times in 17.56 years @ 17.40 % CAGR
Total Amount Invested : 21.10 Lakhs
Valuation of Benchmark : 76.90 Lakhs
Valuation of Fund : 117.46 Lakhs
Escorts Growth Plan-Growth Option
Investment multiplied by : 5.11 times in 17 years @ 17.22 % CAGR
Total Amount Invested : 20.50 Lakhs
Valuation of Benchmark : 72.02 Lakhs
Valuation of Fund : 101.52 Lakhs
Principal Growth Fund- Growth Option
Investment multiplied by : 5.01 times in 17.41 years @ 16.36 % CAGR
Total Amount Invested : 21 Lakhs
Valuation of Benchmark : 76.10 Lakhs
Valuation of Fund : 104.72 Lakhs
Reliance Equity Opportunities Fund-Growth Plan-Growth Option
Investment multiplied by : 3.18 times in 13 years @ 16.36 % CAGR
Total Amount Invested : 15.7 Lakhs
Valuation of Benchmark : 31.10 Lakhs
Valuation of Fund : 48.29 Lakhs
DSP BlackRock Equity & Bond Fund- Regular Plan- Growth
Investment multiplied by : 5.57 times in 18.86 years @ 16.27 % CAGR
Total Amount Invested : 22.70 Lakhs
Valuation of Benchmark : 88.29 Lakhs
Valuation of Fund : 126.30 Lakhs
ICICI Prudential Balanced Fund- Growth
Investment multiplied by : 5.37 times in 18.42 years @ 16.13 % CAGR
Total Amount Invested : 22.10 Lakhs
Valuation of Benchmark : 83.83 Lakhs
Valuation of Fund : 118.83 Lakhs
HDFC Children Gift Fund- Investment
Investment multiplied by : 4.45 times in 18.1 years @ 15.59 % CAGR
Total Amount Invested : 21.90 Lakhs
Valuation of Benchmark : 82.45 Lakhs
Valuation of Fund : 96.60 Lakhs
Aditya Birla Sun Life India Gennext Fund- Growth Option
Investment multiplied by : 3.29 times in 12.83 years @ 15 % CAGR
Total Amount Invested : 15 Lakhs
Valuation of Benchmark : 28.68 Lakhs
Valuation of Fund : 49.89 Lakhs
HDFC Growth Fund
Investment multiplied by : 6.8 times in 18.5 years @ 15 % CAGR
Total Amount Invested : 21.10 Lakhs
Valuation of Benchmark : 76.26 Lakhs
Valuation of Fund : 138.94 Lakhs
UTI- Wealth Builder Fund- Growth Option
Investment multiplied by : 1.54 times in 14.37 years @ 8.98 % CAGR
Total Amount Invested : 7.80 Lakhs
Valuation of Benchmark : 11.07 Lakhs
Valuation of Fund : 14.25 Lakhs
SBI Magnum Balanced Fund- Regular Plan- Growth
Investment multiplied by : 7.03 times in 22.26 years @ 13.94 % CAGR
Total Amount Invested : 26.80 Lakhs
Valuation of Benchmark : 127.68 Lakhs
Valuation of Fund : 188.49 Lakhs
UTI Balanced Fund- Growth
Investment multiplied by : 6.28 times in 23.05 years @ 13.93 % CAGR
Total Amount Invested : 27.70 Lakhs
Valuation of Benchmark : 136.71 Lakhs
Valuation of Fund : 173.91 Lakhs
Sundaram Equity Multiplier Fund- Growth
Investment multiplied by : 2.21 times in 11.06 years @ 13.55 % CAGR
Total Amount Invested : 13.40 Lakhs
Valuation of Benchmark : 22.81 Lakhs
Valuation of Fund : 29.72 Lakhs
Kotak Asset Allocator Fund Growth
Investment multiplied by : 2.47 times in 13.7 years @ 12.52 % CAGR
Total Amount Invested : 16.40 Lakhs
Valuation of Benchmark : 34.94 Lakhs
Valuation of Fund : 40.57 Lakhs
ICICI Prudential Advisor Series Long Term Saving Plan – Growth
Investment multiplied by : 2.49 times in 14.3 years @ 12.22 % CAGR
Total Amount Invested : 17.20 Lakhs
Valuation of Benchmark : 39.85 Lakhs
Valuation of Fund : 42.82 Lakhs
UTI CCP Advantage Fund – Growth
Investment multiplied by : 2.4 times in 14.1 years @ 11.98 % CAGR
Total Amount Invested : 17 Lakhs
Valuation of Benchmark : 38.70 Lakhs
Valuation of Fund : 40.75 Lakhs
Baroda Poineer Balance Fund- Plan A- Growth Option
Investment multiplied by : 2.21 times in 8.42 years @ 10.19 % CAGR
Total Amount Invested : 10.40 Lakhs
Valuation of Benchmark : 15.76 Lakhs
Valuation of Fund : 16.08 Lakhs
Kotak Balanced- Growth
Investment multiplied by : 1.19 times in 3.42 years @ 9.80 % CAGR
Total Amount Invested : 4.20 Lakhs
Valuation of Benchmark : 4.93 Lakhs
Valuation of Fund : 5.04 Lakhs
Edelweiss Balanced Advantage Fund – Regular Plan- Growth Option
Investment multiplied by : 1.17 times in 9.5 years @ 9.47 % CAGR
Total Amount Invested : 20 Lakhs
Valuation of Benchmark : 67.31 Lakhs
Valuation of Fund : 81.98 Lakhs
LIC MF Balanced Fund – Regular Plan- Growth
Investment multiplied by : 1.97 times in 26.4 years @ 8.80 % CAGR
Total Amount Invested : 31.30 Lakhs
Valuation of Benchmark : 174.62 Lakhs
Valuation of Fund : 111.0 Lakhs
Sundaram Equity Plus- Growth Option
Investment multiplied by : 1.25 times in 6.83 years @ 6.92 % CAGR
Total Amount Invested : 8.3 Lakhs
Valuation of Benchmark : 11.90 Lakhs
Valuation of Fund : 10.40 Lakhs