SBI Smal & Midcap – Regular Plan – Growth
Investment multiplied by : 3.46 times in 9.5 years @ 28.2 % CAGR
Total Amount Invested : 10.3 Lakhs
Valuation of Benchmark : 15.55 Lakhs
Valuation of Fund : 35.66 Lakhs
Edelweiss Mid Cap Fund Regular- Growth
Investment multiplied by : 1.12 times in 1.35 years @ 28.03 % CAGR
Total Amount Invested : 1.7 Lakhs
Valuation of Benchmark : 1.8 Lakhs
Valuation of Fund : 1.94 Lakhs
MIDC-Sundaram Select Midcap Regular- Growth
Investment multiplied by : 8.9 times in 15.66 years @ 24.5 % CAGR
Total Amount Invested : 18.9 Lakhs
Valuation of Benchmark : 56.08 Lakhs
Valuation of Fund : 162.3 Lakhs
Aditya Birla Sun Life Pure Value Fund- Growth Option
Investment multiplied by : 3.2 times in 10.08 years @ 22.33 % CAGR
Total Amount Invested : 12.1 Lakhs
Valuation of Benchmark : 20.38 Lakhs
Valuation of Fund : 40.08 Lakhs
Invesco India Mid and Small Cap- Growth
Investment multiplied by : 3.04 times in 10.06 years @ 21.9 % CAGR
Total Amount Invested : 12.1 Lakhs
Valuation of Benchmark : 20.3 Lakhs
Valuation of Fund : 36.7 Lakhs
Aditya Birla Sun Life Small & Midcap Fund – GROWTH
Investment multiplied by : 3.13 times in 11.9 years @ 20.18 % CAGR
Total Amount Invested : 13.1 Lakhs
Valuation of Benchmark : 22.32 Lakhs
Valuation of Fund : 41.05 Lakhs
HDFC Midcap Opportunities Fund- Growth
Investment multiplied by : 1.6 times in 10.75 years @ 21.1 % CAGR
Total Amount Invested : 13 Lakhs
Valuation of Benchmark : 22.09 Lakhs
Valuation of Fund : 43.9 Lakhs
Investment multiplied by : 2 times in 7.1 years @ 20.6 % CAGR
Total Amount Invested : 8.6 Lakhs
Valuation of Benchmark : 12.4 Lakhs
Valuation of Fund : 17.8 Lakhs
DSP BlackRock Equity Opportunities Fund-Regular Plan – Growth
Investment multiplied by : 8.17 times in 17.9 years @ 20.4 % CAGR
Total Amount Invested : 21.5 Lakhs
Valuation of Benchmark : 79.8 Lakhs
Valuation of Fund : 172.3 Lakhs
Invesco India Mid Cap Fund- Growth
Investment multiplied by : 2.9 times in 10.97 years @ 19.65 % CAGR
Total Amount Invested : 13.2 Lakhs
Valuation of Benchmark : 22.5 Lakhs
Valuation of Fund : 39.3 Lakhs
UTI MidCap Fund- Growth Option
Investment multiplied by : 3.18 times in 12.66 years @ 19.59 % CAGR
Total Amount Invested : 13.3 Lakhs
Valuation of Benchmark : 28.68 Lakhs
Valuation of Fund : 42.32 Lakhs
LIC Midcap Fund- Regular- Growth
Investment multiplied by : 1.28 times in 3.11 years @ 19.22 % CAGR
Total Amount Invested : 3.8 Lakhs
Valuation of Benchmark : 4.3 Lakhs
Valuation of Fund : 4.8 Lakhs
DSP BlackRock MidCap Fund- Regular Plan- Growth
Investment multiplied by : 3.2 times in 10.9 years @ 19.11 % CAGR
Total Amount Invested : 13.7 Lakhs
Valuation of Benchmark : 32.7 Lakhs
Valuation of Fund : 43.9 Lakhs
Premier Equity Fund-Regular Plan-Growth
Investment multiplied by : 3.57 times in 12.6 years @ 18.6 % CAGR
Total Amount Invested : 15.1 Lakhs
Valuation of Benchmark : 21.06 Lakhs
Valuation of Fund : 51.7 Lakhs
Escorts Leading Sectors Fund Growth Option
Investment multiplied by : 2.53 times in 9.8 years @ 18.55 % CAGR
Total Amount Invested : 11.7 Lakhs
Valuation of Benchmark : 19.27 Lakhs
Valuation of Fund : 29.27 Lakhs
Kotak Emerging Equity Scheme- Growth
Investment multiplied by : 2.95 times in 11.1 years @ 18.38 % CAGR
Total Amount Invested : 13.3 Lakhs
Valuation of Benchmark : 22.8 Lakhs
Valuation of Fund : 39.2 Lakhs
Investment multiplied by : 3.21 times in 13.12 years @ 17.10 % CAGR
Total Amount Invested : 15.8 Lakhs
Valuation of Benchmark : 31.5 Lakhs
Valuation of Fund : 50.81 Lakhs
SBI Emerging Businesses Fund – Regular Plan -Growth
Investment multiplied by : 3.6 times in 13.4 years @ 17.9 % CAGR
Total Amount Invested : 16.2 Lakhs
Valuation of Benchmark : 33.7 Lakhs
Valuation of Fund : 58.5 Lakhs
Reliance Mid & Small Cap Fund -Growth Plan -Growth Option
Investment multiplied by : 4.5times in 11.4 years @ 17.73 % CAGR
Total Amount Invested : 13.6 Lakhs
Valuation of Benchmark : 23.53 Lakhs
Valuation of Fund : 37.86 Lakhs
Aditya Birla Sun Life Advantage Fund – Regular Growth
Investment multiplied by : 5.64 times in 16.7 years @ 17.54 % CAGR
Total Amount Invested : 20.5 Lakhs
Valuation of Benchmark : 72.6 Lakhs
Valuation of Fund : 17.53 Lakhs
Franklin India High Growth Companies Fund – Growth Plan
Investment multiplied by : 2.71 times in 10.8 years @ 17.4 % CAGR
Total Amount Invested : 12.9 Lakhs
Valuation of Benchmark : 21.8 Lakhs
Valuation of Fund : 34.3 Lakhs
SBI Magnum Midcap Fund – Regular Plan – Growth
Investment multiplied by : 3.8 times in 13.1 years @ 17.21 % CAGR
Total Amount Invested : 15.7 Lakhs
Valuation of Benchmark : 31.1 Lakhs
Valuation of Fund : 17.21 Lakhs
BNP Paribas – Mid Cap Fund- Growth
Investment multiplied by : 2.9 times in 11.9 years @ 17.1 % CAGR
Total Amount Invested : 14.3 Lakhs
Valuation of Benchmark : 25.5 Lakhs
Valuation of Fund : 43.1 Lakhs
Tata Mid Cap Growth Fund Regular-Growth
Investment multiplied by : 2.97 times in 12.01 years @ 17 % CAGR
Total Amount Invested : 14.3 Lakhs
Valuation of Benchmark : 25.7 Lakhs
Valuation of Fund : 43.18 Lakhs
ICICI Prudential MidCap Regular Fund- Growth
Investment multiplied by : 3.3 times in 13.44 years @ 16.8 % CAGR
Total Amount Invested : 16.2 Lakhs
Valuation of Benchmark : 33.7 Lakhs
Valuation of Fund : 53.4 Lakhs
Sahara Midcap Fund- Growth Plan
Investment multiplied by : 3.37 times in 13.3 years @ 16.8 % CAGR
Total Amount Invested : 16 Lakhs
Valuation of Benchmark : 32.59 Lakhs
Valuation of Fund : 53.7 Lakhs
Motilal Oswal Midcap 30 Regular- Growth
Investment multiplied by : 1.3 times in 4.11 years @ 14.9 % CAGR
Total Amount Invested : 5 Lakhs
Valuation of Benchmark : 5.9 Lakhs
Valuation of Fund : 6.6 Lakhs
Franklin India Flexi Cap Fund-Growth Plan
Investment multiplied by : 2.8 times in 13.1 years @ 14.7 % CAGR
Total Amount Invested : 15.8 Lakhs
Valuation of Benchmark : 31.8 Lakhs
Valuation of Fund : 43.9 Lakhs
Taurus Discovery Fund – Regular Plan – Growth Option
Investment multiplied by : 4.48 times in 24.1 years @ 14.2 % CAGR
Total Amount Invested : 28.4 Lakhs
Valuation of Benchmark : 144.7 Lakhs
Valuation of Fund : 155.2 Lakhs
Edelweiss Large – Mid Cap Fund – Regular Plan – Growth Option
Investment multiplied by : 2.19 times in 10.7 years @ 13.78 % CAGR
Total Amount Invested : 13 Lakhs
Valuation of Benchmark : 22.09 Lakhs
Valuation of Fund : 27.77 Lakhs
DHFL Pramerica Mid Cap Opportunity Fund Regular- Growth
Investment multiplied by : 1.2 times in 4.4 years @ 13.7 % CAGR
Total Amount Invested : 5.3 Lakhs
Valuation of Benchmark : 6.4 Lakhs
Valuation of Fund : 6.8 Lakhs
HDFC Core and Satellite Fund- Growth
Investment multiplied by : 2.5 times in 13.5 years @ 13.4 % CAGR
Total Amount Invested : 16.3 Lakhs
Valuation of Benchmark : 34.3 Lakhs
Valuation of Fund : 41.9 Lakhs
JM Core 11 Fund – Growth option
Investment multiplied by : 1.9 times in 10 years @ 12.4 % CAGR
Total Amount Invested : 12.2 Lakhs
Valuation of Benchmark : 20.8 Lakhs
Valuation of Fund : 23.3 Lakhs
Baroda Pioneer Mid-cap Fund- Plan A – Growth Option
Investment multiplied by : 1.31 times in 7.6 years @ 7.07 % CAGR
Total Amount Invested : 9.1 Lakhs
Valuation of Benchmark : 13.4 Lakhs
Valuation of Fund : 11.68 Lakhs