Reliance Regular Savings Fund- Equity Option- Growth Plan
Investment multiplied by : 3.51 times in 12.8 years @ 15.29 % CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 29.5 Lakhs
Valuation of Fund : 3.51 Lakhs
Aditya Birla Sun Life New Millenium Fund- Growth- Regular Plan
Investment multiplied by : 4.22 times in 12.8 years @ 14.12 % CAGR
Total Amount Invested : 21 Lakhs
Valuation of Benchmark : 85.25 Lakhs
Valuation of Fund : 4.22 Lakhs
Aditya Birla SL – Financial Planning FOF Aggressive Plan (G)
Investment multiplied by : 2.02 times in 14 years @ 9.95 % CAGR
Total Amount Invested : 16.3 Lakhs
Valuation of Benchmark : 34.3 Lakhs
Valuation of Fund : 32.9 Lakhs
HDFC Equity Savings Fund -Growth
Investment multiplied by : 1.63 times in 7 years @ 13.75 % CAGR
Total Amount Invested : 8.3 Lakhs
Valuation of Benchmark : 11.88 Lakhs
Valuation of Fund : 1.63 Lakhs
Edelweiss Equity Savings Fund- Regular Plan – Growth Option
Investment multiplied by : 1.15 times in 4 years @ 8.72 % CAGR
Total Amount Invested : 4.2 Lakhs
Valuation of Benchmark : 4.86 Lakhs
Valuation of Fund : 4.84 Lakhs
Aditya Birla Sun Life Equity Savings Fund – Regular Plan – Growth
Investment multiplied by : 1.63 times in 4 years @ 13.75 % CAGR
Total Amount Invested : 4.2 Lakhs
Valuation of Benchmark : 4.86 Lakhs
Valuation of Fund : 4.85 Lakhs
Kotak Equity Savings Fund – Regular – Growth
Investment multiplied by : 1.14 times in 4 years @ 8.62 % CAGR
Total Amount Invested : 4.1 Lakhs
Valuation of Benchmark : 4.62 Lakhs
Valuation of Fund : 4.68 Lakhs
Principal Equity Savings Fund – Growth Option
Investment multiplied by : 1.86 times in 16 years @ 7.5 % CAGR
Total Amount Invested : 19.1 Lakhs
Valuation of Benchmark : 58.1 Lakhs
Valuation of Fund : 35.5 Lakhs