CORP47

• Name: Mr. Singh

• Age: 41 years
• Investment Amount: Rs.9,60,000
• Risk Profile: Moderate to High
• Objective for Investing: Daughter’s Education
• Time Duration: 4 years.
• Risk Tolerance: Conservative
 Expected Returns(4Ye
Name of Equity Total Value
Returns ars)
AXIS BLUECHIP
FUND ₹5,87,040.00 28.73% ₹15,00,000.0
0
Aditya Birla Sun
Life Digital India
Fund - Regular ₹1,95,696.00 28.73%
Plan
₹5,00,000.00

Total ₹7,82,736.00
₹20,00,000
 AXIS BLUECHIP FUND

Suitable For : Investors who are looking to invest money for at

least 3-4 years and looking for high returns. At the same
time, these investors should also be ready for possibility of
moderate losses in their investments.
 Aditya Birla Sun Life Digital India
Fund - Regular Plan
Suitable For-Investors who prefer to take selective bets for
higher returns compared to other Equity funds. At the same
time, these investors should also be ready for possibility of
moderate to high losses in their investments even though overall
market is performing better.
Pradhan Mantri Mudra
Yojana-Kishore Scheme

Borrowers are not required to

provide security or collateral.

Low interest rate around 8%

There is no minimum loan

amount for Mudra loans.
 Principle Amount= Rs1,80,010.76
Interest Rate= 23%
Monthly Payment= Rs16,307 (3,693 EMI)
Time Duration= 4 years
Final Amount= Rs 20,00,000

AXIS BLUECHIP FUND
Principle Amount= Rs1,35,008.07
Interest Rate= 28.73%
Monthly Payment= Rs12,230
Time Duration= 4 years
P/Y=12
C/Y=12
Final Amount= Rs 15,00,000
Aditya Birla Sun Life Digital India Fund
- Regular Plan
Principle Amount= Rs45,002.69
Interest Rate= 23%
Monthly Payment= Rs4077
Time Duration= 4 years
P/Y=12
C/Y=12
Final Amount= Rs 5,00,000