HYBRID DEBT ORIENTED GRAPHS

Franklin-India Dynamic PE

Investment multiplied by     : 6.6 times  in  14 years  15.60 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 5.72 Lakhs

Valuation of Fund                    : 6.58 Lakhs

 

 

ICICI Pru-Child Care Study Plan

Investment multiplied by     : 6.1 times  in  15 years  13.73 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 9.97 Lakhs

Valuation of Fund                    : 6.06 Lakhs

 

 

IDFC- Asset Allocation FoF Aggressive

Investment multiplied by     : 2.1 times  in  7 years  13.4 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 1.64 Lakhs

Valuation of Fund                    : 2.13 Lakhs

 

 

Franklin-IndiaPensionPlanG

Investment multiplied by     : 10.8 times  in  20 years  13.32 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 9.15 Lakhs

Valuation of Fund                    : 10.76 Lakhs

 

 

ICICI Pru-Moderate Plan Reg G

Investment multiplied by     : 4.7 times  in  14 years  12.66 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 5.72 Lakhs

Valuation of Fund                    : 4.71 Lakhs

 

 

UTI-CRTS81 (G)

Investment multiplied by     : 3.3 times  in  11 years  12.53 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 2.43 Lakhs

Valuation of Fund                    : 3.26 Lakhs

 

 

SBI-M Children Benefit

Investment multiplied by     : 5.5 times  in  16 years  10.98 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 10.42 Lakhs

Valuation of Fund                    : 5.46 Lakhs

 

 

Franklin-IndiaLifeStageFOF40s

Investment multiplied by     : 4.3 times  in  14 years  11.93 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 5.72 Lakhs

Valuation of Fund                    : 4.33 Lakhs

 

 

HDFC-Multiple Yield Fund 2005

Investment multiplied by     : 3 times  in  12 years  10.47 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 3.6 Lakhs

Valuation of Fund                    : 2.99 Lakhs

 

 

Axis-Triple Advantage Fund G

Investment multiplied by     : 1.8 times  in  7 years  10.33 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 1.64 Lakhs

Valuation of Fund                    : 1.80 Lakhs

 

 

Franklin-India Life Stage FOF 50

Investment multiplied by     : 3.2 times  in  13 years  10.24 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 5.06 Lakhs

Valuation of Fund                    : 3.22 Lakhs

 

 

AdityaBirlaSLAssetAllocat

Investment multiplied by     : 2.5 times  in  11 years  9.73 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 2.43 Lakhs

Valuation of Fund                    : 2.53 Lakhs

 

 

BOI AXA-Regular Return Fund R 

Investment multiplied by     : 1.9 times  in  8 years  9.63 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 1.93 Lakhs

Valuation of Fund                    : 1.90 Lakhs

 

 

Franklin-IndiaLifeStageFOF50+

Investment multiplied by     : 3.3 times  in  14 years  9.5 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 5.72 Lakhs

Valuation of Fund                    : 3.62 Lakhs

 

 

UTI-MahilaUnitSchemeG

Investment multiplied by     : 3.6 times  in  16 years  8.91 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 10.42 Lakhs

Valuation of Fund                    : 3.60 Lakhs

 

 

DHFLPramerica-IncomeAdvanta

Investment multiplied by     : 2.1 times  in  10 years  8.44 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 1.67 Lakhs

Valuation of Fund                    : 2.07 Lakhs

 

 

Tata-YoungCitizenFundPlanA

Investment multiplied by     : 2.6 times  in  15 years  6.92 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 9.97 Lakhs

Valuation of Fund                    : 2.55 Lakhs

 

 

Canara Robeco – InDiGo Reg Fund G

Investment multiplied by     : 1.4 times  in  7 years  5.96 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 1.64 Lakhs

Valuation of Fund                    : 1.42 Lakhs

 

 

UTI – Childrens Career Balance

Investment multiplied by     : 2.3 times  in  24 years  3.66 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 9.76 Lakhs

Valuation of Fund                    : 2.29 Lakhs

 

 

UTI-Unit Linked Insurance 10

Investment multiplied by     : 2.3 times  in  24 years  3.66 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 9.76 Lakhs

Valuation of Fund                    : 1.97 Lakhs

 

 

UTI-Unit Linked Insurance 15

Investment multiplied by     : 2 times  in  24 years  2.99 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 9.76 Lakhs

Valuation of Fund                    : 1.97 Lakhs

 

 

ICICI Pru-CPO Fund III-Plan-H

Investment multiplied by     : 1.5 times  in  4 years  15.38 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 1.60 Lakhs

Valuation of Fund                    : 1.54 Lakhs

 

 

HDFC-Dynamic PE Ratio FOF

Investment multiplied by     : 1.2 times  in  3 years  10.87 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 1.22 Lakhs

Valuation of Fund                    : 1.34 Lakhs

 

 

Aditya Birla SL-FPFOF Prudent

Investment multiplied by     : 1.9 times  in  6 years  13.44 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 2.18 Lakhs

Valuation of Fund                    : 1.88 Lakhs

 

 

Tata- Retirement Savings Fund C

Investment multiplied by     : 1.9 times  in  6 years  13.30 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 2.18 Lakhs

Valuation of Fund                    : 1.87 Lakhs

 

 

IDFC-Asset Allocation FoF Mod

Investment multiplied by     : 1.8 times  in  6 years  12.68 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 1.29 Lakhs

Valuation of Fund                    : 1.82 Lakhs

 

 

IDFC- Asset Allocation FoF Con

Investment multiplied by     : 1.9 times  in  7 years  11.35 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 1.64 Lakhs

Valuation of Fund                    : 1.91 Lakhs

 

 

Aditya Birla SL-FPFOF Conservative

Investment multiplied by     : 1.6 times  in  6 years  10.4 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 2.18 Lakhs

Valuation of Fund                    : 1.64 Lakhs

 

 

ICICI Pru-Regular Income

Investment multiplied by     : 1.6 times  in  6 years  10.30 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 2.18 Lakhs

Valuation of Fund                    : 1.63 Lakhs

 

 

Union-AssetAllocationModerate

Investment multiplied by     : 1.4 times  in  5 years  8.79 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 1.73 Lakhs

Valuation of Fund                    : 1.40 Lakhs

 

 

Essel-3 In1Fund G

Investment multiplied by     : 1.5 times  in  6 years  8.74 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 2.18 Lakhs

Valuation of Fund                    : 1.52 Lakhs