Aditya Birla SL – Balanced 95 Fund Reg (G)
Investment multiplied by : 82 times in 22 years @ 22.18 % CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 10.8 Lakhs
Valuation of Fund : 82 Lakhs
HDFC – Prudence Fund (G)
Investment multiplied by : 61.49 times in 22 years @ 20.59 % CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 10.80 Lakhs
Valuation of Fund : 61.49 Lakhs
HDFC – Balanced Fund (G)
Investment multiplied by : 16.05 times in 16 years @ 18.95 % CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 10.41 Lakhs
Valuation of Fund : 16.05 Lakhs
Reliance – Reg Savings Balanced (G)
Investment multiplied by : 7.56 times in 12 years @ 18.37 % CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 3.60 Lakhs
Valuation of Fund : 7.56 Lakhs
ICICI Pru – Child Care Gift Plan Reg
Investment multiplied by : 13.37 times in 16 years @ 17.60 % CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 10.41 Lakhs
Valuation of Fund : 13.37 Lakhs
Can Robeco – Balance Reg (G)
Investment multiplied by : 15.01 times in 17 years @ 17.27 % CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 8.54 Lakhs
Valuation of Fund : 15.01 Lakhs
HDFC – Children Gift Invest (Lock-in)
Investment multiplied by : 11.14 times in 16 years @ 16.26 % CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 10.41 Lakhs
Valuation of Fund : 11.14 Lakhs
UTI – Balanced Fund (G)
Investment multiplied by : 10.28 times in 16 years @ 15.68 % CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 10.41 Lakhs
Valuation of Fund : 10.28 Lakhs
Tata – Balanced Fund Reg (G)
Investment multiplied by : 15.36 times in 19 years @ 15.47 % CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 11.04 Lakhs
Valuation of Fund : 15.36 Lakhs
L&T – India Prudence Fund (G)
Investment multiplied by : 2.66 times in 7 years @ 15.00% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 1.64 Lakhs
Valuation of Fund : 2.66 Lakhs
UTI – Wealth Builder Fund Retail (G)
Investment multiplied by : 3.32 times in 9 years @ 14.27% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 3.41 Lakhs
Valuation of Fund : 3.32 Lakhs
DHFL Pramerica – Balanced Advantage Reg (G)
Investment multiplied by : 5.31 times in 13 years @ 13.70% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 5.06 Lakhs
Valuation of Fund : 5.31 Lakhs
Franklin – India Balanced Fund (G)
Investment multiplied by : 9.95 times in 18 years @ 13.62% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 6.29Lakhs
Valuation of Fund : 5.31 Lakhs
ICICI Pru – Advisors Sr Long Term Savings Reg Plan (G)
Investment multiplied by : 5.79 times in 14 years @ 13.37% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 5.71 Lakhs
Valuation of Fund : 5.79 Lakhs
Kotak – Asset Allocator Fund (G)
Investment multiplied by : 5.59 times in 13 years @ 13.29% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 5.06 Lakhs
Valuation of Fund : 5.59 Lakhs
Sundaram – Balanced Fund Reg (G)
Investment multiplied by : 9.32 times in 18 years @ 13.20% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 10.41 Lakhs
Valuation of Fund : 9.32 Lakhs
UTI – Childrens Career Advantage Plan (G)
Investment multiplied by : 2.37 times in 7 years @ 13.13% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 1.64 Lakhs
Valuation of Fund : 2.37 Lakhs
Franklin – India Life Stage FOF THE 30S Plan (G)
Investment multiplied by : 5.36 times in 14 years @ 12.75% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 5.71 Lakhs
Valuation of Fund : 5.36 Lakhs
ICICI Pru – Balanced Reg Plan (G)
Investment multiplied by : 8.57 times in 18 years @ 12.68% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 6.29 Lakhs
Valuation of Fund : 8.57 Lakhs
SBI – M Balanced Fund Reg (G)
Investment multiplied by : 12.21 times in 22 years @ 12.66% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 10.37 Lakhs
Valuation of Fund : 12.21 Lakhs
L&T – Dynamic Equity Fund (G)
Investment multiplied by : 2.26 times in 7 years @ 12.37% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 1.64 Lakhs
Valuation of Fund : 2.26 Lakhs
Aditya Birla SL – Balanced Advantage Fund (G)
Investment multiplied by : 6.32 times in 17 years @ 11.46% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 8.54 Lakhs
Valuation of Fund : 6.32 Lakhs
Baroda Pioneer – Balance Fund (G)
Investment multiplied by : 4.53 times in 14 years @ 11.10% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 5.71 Lakhs
Valuation of Fund : 4.53 Lakhs
Aditya Birla SL – Financial Planning FOF Aggressive Plan (G)
Investment multiplied by : 1.87 times in 6 years @ 11.08% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 2.71 Lakhs
Valuation of Fund : 1.87 Lakhs
Principal – Balanced Fund (G)
Investment multiplied by : 6.45 times in 18 years @ 10.91% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 6.29 Lakhs
Valuation of Fund : 6.45 Lakhs
Principal – Smart Equity Fund (G)
Investment multiplied by : 2.03 times in 7 years @ 10.71% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 1.64 Lakhs
Valuation of Fund : 2.03 Lakhs
Edelweiss – Balanced Advantage Fund (G)
Investment multiplied by : 2.03 times in 7 years @ 10.70% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 1.64 Lakhs
Valuation of Fund : 2.03 Lakhs
ICICI Pru – Balanced Advantage Fund Reg (G)
Investment multiplied by : 3.34 times in 12 years @ 10.58% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 2.42 Lakhs
Valuation of Fund : 3.34 Lakhs
LIC – Balanced Fund (G)
Investment multiplied by : 3.97 times in 14 years @ 10.35% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 5.71 Lakhs
Valuation of Fund : 3.97 Lakhs
Quantum – Multi Asset (G)
Investment multiplied by : 1.58 times in 5 years @ 9.65% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 1.72 Lakhs
Valuation of Fund : 1.58 Lakhs
Tata – Retirement Savings Fund Moderate (G)
Investment multiplied by : 3 times in 7 years @ 7.36% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 1.64 Lakhs
Valuation of Fund : 3 Lakhs
JM – Balanced Fund (G)
Investment multiplied by : 4.61 times in 22 years @ 7.20% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 10.80 Lakhs
Valuation of Fund : 4.61 Lakhs
Sundaram – Equity Plus (G)
Investment multiplied by : 14.6 times in 6 years @ 6.60% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 2.17 Lakhs
Valuation of Fund : 14.6 Lakhs
LIC – Children Fund (G)
Investment multiplied by : 1.4 times in 13 years @ 2.65% CAGR
Total Amount Invested : 1 Lakhs
Valuation of Benchmark : 5.06 Lakhs
Valuation of Fund : 1.4 Lakhs