BANKING GRAPHS

 

ICICI Pru – Banking & Financial Services Fund Reg (G)

Investment multiplied by     :   7.27 times  in  9 years @  24.66 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 3.41 Lakhs

Valuation of Fund                    : 7.27 Lakhs

 

 

Reliance – Banking Fund (G)

Investment multiplied by     :   16.90 times  in  14 years @  22.38 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 5.71 Lakhs

Valuation of Fund                    : 16.90 Lakhs

 

 

Invesco – India Banking Fund Ret (G)

Investment multiplied by     :   5.65 times  in  9 years @  21.23 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 3.41 Lakhs

Valuation of Fund                    : 5.65 Lakhs

 

 

Sundaram – Financial Services Opp Reg (G)

Investment multiplied by     :   4.65 times  in  9 years @  18.63 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 3.41 Lakhs

Valuation of Fund                    : 4.65 Lakhs

 

 

UTI – Banking Sector Fund (G)

Investment multiplied by     :   6.21 times  in  12 years @  16.44 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 3.60 Lakhs

Valuation of Fund                    : 6.21 Lakhs

 

 

R*Shares Bank BEES

Investment multiplied by     :   7.08 times  in  13 years @  16.25 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 5.06 Lakhs

Valuation of Fund                    : 7.08 Lakhs

 

 

kotak – PSU Bank ETF

Investment multiplied by     :  1.11 times  in  10 years @  1.10 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 1.66 Lakhs

Valuation of Fund                    : 1.11 Lakhs

 

 

R*Shares PSU Bank BEES

Investment multiplied by     :  1.2 times  in  10 years @  2.17 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 1.66 Lakhs

Valuation of Fund                    : 1.23 Lakhs