SIP-MULTI-CAP Graphs

Motilal Oswal Multicap 35 Fund – Regular Growth

Investment multiplied by     :   1.52 times  in  3.92 years @  21.70 % CAGR

Total Amount Invested          : 4.8 Lakhs

Valuation of Benchmark       : 5.64 Lakhs

Valuation of Fund                    : 7.19 Lakhs

 

Franklin India Prima Fund- Growth

Investment multiplied by     :   20.9 times  in  23.3 years @  21.55 % CAGR

Total Amount Invested          : 29.20 Lakhs

Valuation of Benchmark       : 149.27 Lakhs

Valuation of Fund                    : 819.18 Lakhs

 

DSP BlackRock Equity Regular Fund

Investment multiplied by     :   8.36 times  in  22.75 years @  20.25 % CAGR

Total Amount Invested          : 22.7 Lakhs

Valuation of Benchmark       : 88.29 Lakhs

Valuation of Fund                    : 126.30 Lakhs

 

HDFC Capital Builder

Investment multiplied by     :   8.36 times  in  24.16 years @  20.25 % CAGR

Total Amount Invested          : 21.90 Lakhs

Valuation of Benchmark       : 150.51 Lakhs

Valuation of Fund                    : 429.22 Lakhs

 

IDFC Classic Equity Regular Fund

Investment multiplied by     :   8.36 times  in  12.58 years @  20.25 % CAGR

Total Amount Invested          : 21.90 Lakhs

Valuation of Benchmark       : 183.18 Lakhs

Valuation of Fund                    : 90.15 Lakhs

 

L&T India Value Fund- Regular Plan- Growth

Investment multiplied by     :   2.36 times  in  8.16 years @  20.25 % CAGR

Total Amount Invested          : 9.9 Lakhs

Valuation of Benchmark       : 14.77 Lakhs

Valuation of Fund                    : 23.44 Lakhs

 

Axis Long Term Equity Fund-Growth

Investment multiplied by     :   2.29 times  in  8.25 years @  18.93 % CAGR

Total Amount Invested          : 10 Lakhs

Valuation of Benchmark       : 14.96 Lakhs

Valuation of Fund                    : 22.90 Lakhs

 

ICICI Prudential Multicap Fund – Growth

Investment multiplied by     :   5.75 times  in  16.6 years @  18.72 % CAGR

Total Amount Invested          : 1 Lakhs

Valuation of Benchmark       : 3.41 Lakhs

Valuation of Fund                    : 7.27 Lakhs

 

ICICI Prudential Value Discovery Fund – Growth

Investment multiplied by     :   4 times  in  13.7 years @  18.51 % CAGR

Total Amount Invested          : 16.40 Lakhs

Valuation of Benchmark       : 34.93 Lakhs

Valuation of Fund                    : 64.56 Lakhs

 

Edelweiss Multi-Cap Fund- Regular Plan- Growth Option

Investment multiplied by     :   1.3 times  in  3.1 years @  18.09 % CAGR

Total Amount Invested          : 3.9 Lakhs

Valuation of Benchmark       : 4.58 Lakhs

Valuation of Fund                    : 5.09 Lakhs

 

Mirae Asset India Equity Fund

Investment multiplied by     :   2.59 times  in  10 years @  18.02 % CAGR

Total Amount Invested          : 12 Lakhs

Valuation of Benchmark       : 20.17 Lakhs

Valuation of Fund                    : 31.91 Lakhs

 

TATA Equity Opportunity Fund

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

 

IDBI Equity Advantage Fund

Investment multiplied by     :   1.49 times  in  4.5 years @  17.63 % CAGR

Total Amount Invested          : 5.5 Lakhs

Valuation of Benchmark       : 6.75 Lakhs

Valuation of Fund                    : 8.05 Lakhs

 

Invesco India Contra Fund

Investment multiplied by     :   2.72 times  in  10.42 years @  17.22 % CAGR

Total Amount Invested          : 13.2 Lakhs

Valuation of Benchmark       : 22.56 Lakhs

Valuation of Fund                    : 36.54 Lakhs

 

Canara Robeco F.O.R.C.E Fund – Regular Plan – Growth Option

Investment multiplied by     :   2.07 times  in  8.5 years @  16.76 % CAGR

Total Amount Invested          : 10.30 Lakhs

Valuation of Benchmark       : 15.55 Lakhs

Valuation of Fund                    : 21.38 Lakhs

 

TATA Ethical Fund-Regular Plan- Growth

Investment multiplied by     :   8.14 times  in  21.58 years @  16.62 % CAGR

Total Amount Invested          : 26 Lakhs

Valuation of Benchmark       : 124.32 Lakhs

Valuation of Fund                    : 253.35 Lakhs

 

Sahara R.E.A.L. Fund – Growth Plan

Investment multiplied by     :   2.56 times  in  10.3 years @  16.46 % CAGR

Total Amount Invested          : 12.30 Lakhs

Valuation of Benchmark       : 22.79 Lakhs

Valuation of Fund                    : 31.55 Lakhs

 

Franklin India Opportunity Fund- Growth

Investment multiplied by     :   5.25 times  in  18.02 years @  16.12 % CAGR

Total Amount Invested          : 21.80 Lakhs

Valuation of Benchmark       : 81.22 Lakhs

Valuation of Fund                    : 114.51 Lakhs

 

Aditya Birla Sun Life Special Situations Fund – Growth

Investment multiplied by     :   2.28 times  in  10.1 years @  15.99 % CAGR

Total Amount Invested          : 12.30 Lakhs

Valuation of Benchmark       : 20.75 Lakhs

Valuation of Fund                    : 28.13 Lakhs

 

Aditya Birla Sun Plan Dividend Yield Plus Regular Growth Plan

Investment multiplied by     :   3.59 times  in  15.1 years @  15.69 % CAGR

Total Amount Invested          : 18.2 Lakhs

Valuation of Benchmark       : 48.71 Lakhs

Valuation of Fund                    : 63.56 Lakhs

 

ICICI Prudential Dynamic Equity Plan Institutional plan I

Investment multiplied by     :   2.53 times  in  11.2 years @  15.66 % CAGR

Total Amount Invested          : 13.4 Lakhs

Valuation of Benchmark       : 23.06 Lakhs

Valuation of Fund                    : 34.27 Lakhs

 

BNP Paribas Dividend Yield Fund- Growth Option

Investment multiplied by     :   2.82 times  in  13.06 years @  15.33 % CAGR

Total Amount Invested          : 15.10 Lakhs

Valuation of Benchmark       : 28.25 Lakhs

Valuation of Fund                    : 42.66 Lakhs

 

Invesco India Growth Fund – Growth

Investment multiplied by     :   2.37 times  in  10.7 years @  15.30 % CAGR

Total Amount Invested          : 12.8 Lakhs

Valuation of Benchmark       : 21.66 Lakhs

Valuation of Fund                    : 30.32 Lakhs

Kotak Opportunity Fund

Investment multiplied by     :   3.06 times  in  12.58 years @  15.25 % CAGR

Total Amount Invested          : 16.30 Lakhs

Valuation of Benchmark       : 34.30 Lakhs

Valuation of Fund                    : 49.98 Lakhs

 

Franklin Templeton India Growth Fund- Growth Plan

Investment multiplied by     :   3.34 times  in  14.5 years @  15.18 % CAGR

Total Amount Invested          : 17.5 Lakhs

Valuation of Benchmark       : 41.98 Lakhs

Valuation of Fund                    : 58.50 Lakhs

 

SBI Contra Fund

Investment multiplied by     :   4.97 times  in  12.5 years @  15.14 % CAGR

Total Amount Invested          : 22.50 Lakhs

Valuation of Benchmark       : 30.06 Lakhs

Valuation of Fund                    : 35.78 Lakhs

 

ICICI Prudential Dividend Yield Equity Fund Regular- Growth

Investment multiplied by     :   1.29 times  in  3.88 years @  14.97 % CAGR

Total Amount Invested          : 4.7 Lakhs

Valuation of Benchmark       : 5.5 Lakhs

Valuation of Fund                    : 6.11 Lakhs

 

L&T Equity Fund

Investment multiplied by     :   2.69 times  in  12.83 years @  14.35 % CAGR

Total Amount Invested          : 15.5 Lakhs

Valuation of Benchmark       : 30.6 Lakhs

Valuation of Fund                    : 41.84 Lakhs

 

TATA Equity PE Fund

Investment multiplied by     :   2.69 times  in  12.91 years @  14.35 % CAGR

Total Amount Invested          : 16.60 Lakhs

Valuation of Benchmark       : 36.38 Lakhs

Valuation of Fund                    : 64.70 Lakhs

 

Taurus Bonanza Fund- Regular Plan & Growth Option

Investment multiplied by     :   6.01 times  in  23 years @  13.64 % CAGR

Total Amount Invested          : 27.8 Lakhs

Valuation of Benchmark       : 137.67 Lakhs

Valuation of Fund                    : 167.14 Lakhs

 

BOI AXA Equity Fund Regular Plan- Growth

Investment multiplied by     :   1.85 times  in  9.4 years @  13.35 % CAGR

Total Amount Invested          : 11.4 Lakhs

Valuation of Benchmark       : 18.82 Lakhs

Valuation of Fund                    : 21.13 Lakhs

 

Axis Equity Fund

Investment multiplied by     :   1.25 times  in  7.83 years @  13.23 % CAGR

Total Amount Invested          : 9.9 Lakhs

Valuation of Benchmark       : 15.16 Lakhs

Valuation of Fund                    : 17.98 Lakhs

 

IndiaBulls Bluechip Fund

Investment multiplied by     :   1.5 times  in  6.16 years @  13.14 % CAGR

Total Amount Invested          : 7.40 Lakhs

Valuation of Benchmark       : 10.15 Lakhs

Valuation of Fund                    : 11.14 Lakhs

 

BNP Paribas Equity Fund

Investment multiplied by     :   2.59 times  in  13.5 years @  13.11 % CAGR

Total Amount Invested          : 16.30 Lakhs

Valuation of Benchmark       : 34.30 Lakhs

Valuation of Fund                    : 41.54 Lakhs

 

IDBI – Diversified Equity Fund Regular Fund- Growth

Investment multiplied by     :   1.24 times  in  4 years @  13.06 % CAGR

Total Amount Invested          : 4.70 Lakhs

Valuation of Benchmark       : 5.75 Lakhs

Valuation of Fund                    : 6.13 Lakhs

 

Kotak Classic Equity Scheme- Growth

Investment multiplied by     :   2.42 times  in  12.8 years @  12.95 % CAGR

Total Amount Invested          : 15.30 Lakhs

Valuation of Benchmark       : 29.11 Lakhs

Valuation of Fund                    : 36.97 Lakhs

 

Principal Dividend Yield Fund-Growth Plan

Investment multiplied by     :   2.51 times  in  13.4 years @  12.79 % CAGR

Total Amount Invested          : 16.20 Lakhs

Valuation of Benchmark       : 33.70 Lakhs

Valuation of Fund                    : 40.68 Lakhs

 

UTI Opportunity Fund

Investment multiplied by     :   2.25 times  in  12.58 years @  12.02 % CAGR

Total Amount Invested          : 15.30 Lakhs

Valuation of Benchmark       : 29.11 Lakhs

Valuation of Fund                    : 36.77 Lakhs

 

HDFC Premier MultiCap Fund- Growth

Investment multiplied by     :   2.17 times  in  12.91 years @  11.28 % CAGR

Total Amount Invested          : 15.4 Lakhs

Valuation of Benchmark       : 33.16 Lakhs

Valuation of Fund                    : 38.03 Lakhs

 

UTI Multi Cap Fund- Growth Option

Investment multiplied by     :   1.18 times  in  3.58 years @  9.78 % CAGR

Total Amount Invested          : 4.40 Lakhs

Valuation of Benchmark       : 5.10 Lakhs

Valuation of Fund                    : 5.27 Lakhs

 

IIFL India Growth Fund- Regular Plan- Growth

Investment multiplied by     :   1.14 times  in  3.41 years @  9.43 % CAGR

Total Amount Invested          : 3.3 Lakhs

Valuation of Benchmark       : 4.74 Lakhs

Valuation of Fund                    : 3.41 Lakhs

 

UTI Top 100

Investment multiplied by     :   1.72 times  in  13 years @  8 % CAGR

Total Amount Invested          : 15.30 Lakhs

Valuation of Benchmark       : 29.35 Lakhs

Valuation of Fund                    : 33.58 Lakhs