MUTUAL FUND LUMPSUM RETURN CALCULATOR

Summary

Scheme Name Category Launch Date AUM (Crore) Amount Invested Value as on 10-10-2024 Profit Returns (%)
ICICI Prudential Value Discovery Fund - Growth Equity: Value 05-08-2004 51,197.82 100000.0 471,417 371,417 16.76
NIFTY 500 TRI - 01-01-1995 - 100000.0 416,216 316,216 15.31
Fixed Deposit - - - 100000.0 187,285 87,285 6.47
Gold - - - 100000.0 279,085 179,085 10.8
PPF - - - 100000.0 209,106 109,106 7.65

Disclaimer : We have gathered all the data, information, statistics from the sources believed to be highly reliable and true. All necessary precautions have been taken to avoid any error, lapse or insufficiency; however, no representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of such information. We cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing herein. The user is advised to verify the contents of the report independently.

Returns less than 1 year are in absolute (%) and greater than 1 year are compounded annualised (CAGR %). SIP returns are shown in XIRR (%).

The Risk Level of any of the schemes must always be commensurate with the risk profile, investment objective or financial goals of the investor concerned. Mutual Fund Distributors (MFDs) or Registered Investment Advisors (RIAs) should assess the risk profile and investment needs of individual investors into consideration and make scheme(s) or asset allocation recommendations accordingly.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance may or may not be sustained in the future. Investors should always invest according to their risk profile and consult with their mutual fund distributors or financial advisor before investing.