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Investment e Cord

The document outlines various mutual fund investments, gold investments, and policy investments with details on investment amounts, current values, and payment terms. It includes specific funds like Nippon India, DSP, and HDFC, along with their respective performance over different time frames. Additionally, it lists policy investments with monthly contributions and coverage amounts for retirement planning.

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Vishal Singh
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17 views2 pages

Investment e Cord

The document outlines various mutual fund investments, gold investments, and policy investments with details on investment amounts, current values, and payment terms. It includes specific funds like Nippon India, DSP, and HDFC, along with their respective performance over different time frames. Additionally, it lists policy investments with monthly contributions and coverage amounts for retirement planning.

Uploaded by

Vishal Singh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Sr.No.

MUTUAL FUND INVESTMENT Investment CurrentValue SIP PAYMENT PREMIUM TOTAL PAID MONTHLY 10years 15years 20years
TERM TO BE PAID INVESTMENT INVESTMENT RETURNS RETURNS RETURNS
1 NIPPON INDIA NIFTY NEXT 50 JUNIOR BeESFoF DIRECT GROWTH 36698 35148 DAILY 900 23400
2 DSP INDIA TIGER FUND DIRECT PLAN - GROWTH 50598 47799 DAILY 300 780
3 MOTILAL OSWAL MID CAP DIRECT GROWTH 27498 27362 DAILY 1000 26000
4 HDFC BALANCED ADVANTAGE FUND DIRECT PLAN GROWTH OPTION 14999 14720 SIP STOPPED
5 QUANT LARGE CAP FUND DIRECT GROWTH 9999 9492 MONTHLY 10000 10000
6 ADITYA BIRLA SUNLIFE PSU EQUITY FUND DIRECT GROWTH 14999 14562 MONTHLY 3000 3000
7 DSP NIFTY NEXT 50 INDEX FUND DIRECT GROWTH 4600 4419 DAILY 100 2600
8 ICICI PRUDENTIAL NIFTY NEXT 50 INDEX FUND DIRECT GROWTH 4600 4420 DAILY 100 2600
9 KOTAK NIFTY NEXT 50 INDEX FUND DIRECT GROWTH 9199 8841 DAILY 200 5200
10 BANDHAN NIFTY ALPHA 50 INDEX FUND DIRECT GROWTH 4999 4688 MONTHLY 2500 2500
11 NIPPON INDIA SMALL CAP FUND DIRECT GROWTH 8999 8699 MONTHLY 3000 3000
12 DSP HEALTHCARE FUND DIRECT GROWTH 400 SIP STOPPED
13 HDFC INFRASTRUCTURE FUND DIRECT PLAN GROWTH OPTION 21600 SIP STOPPED
14 DSP INDIA TIGER FUND DIRECT PLAN - GROWTH 5100 SIP STOPPED

15 NIPPON INDIA NIFTY SMALL CAP 250 INDEX FUND DIRECT GROWTH 21000 19900 DAILY 600 15600
16 UTI NIFTY 50 INDEX FUND GROWTH OPTION DIRECT 51000 49200 DAILY 1500 39000
17 NIPPON INDIA NIFTY SMALL CAP 250 INDEX FUND DIRECT GROWTH 2000 1900 MONTHLY 500 500
18 NIPPON INDIA LARGE CAP FUND DIRECT PLAN GROWTH PLAN 3900 3700 MONTHLY 1300

19 MOTILAL OSWAL MID CAP FUND 1000 MONTHLY 1000 1000


20 ICICI PRUDENTIAL BHARAT 22 FUND FoF 1000 MONTHLY 1000 1000
21 SBI PSU FUND 1000 MONTHLY 1000 1000
295188 137180
SR. NO. GOLD INVESTMENT INVESTMENT CURRENTVALUE SIP P M INVT

1 GULLAK AUTO LEASE 33929 34980 DAILY 2500 75000


212180

SR.NO. POLICY INVESTMENTS PER MONTH COVER AMOUNT 5YRS 10YRS 60YRS PM 64YRS SWP
1 ADITYA BIRLA CAPITAL INVESTMENT RETIREMENT PLAN 25095 3153530 250000 500000
2 ADITYA BIRLA CAPITAL INVESTMENT RETIREMENT PLAN 45986 5518320 350000 700000
3 HDFC CLICK 2 WEALTH GOLDEN YEARS 30006 3596040 600000 3600000
4 BAJAJ ALLIANCE LONG LIFE GOAL 10000 1200000 58000 8300000
5 MAX LIFE INVESTMENT 30000 3711570 0 48500000
6 ADITYA BIRLA CAPITAL TERM PLAN 12867 4550000 8500000

ICICI PLATINUM 52000 332524PM

7 MEDICLAIM ICICI ELEVATE 16658


153954 17179460 1258000 74650000 522550
HBA1C

1220000 25L
19522 10L

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