Archive · 2 Jun 2025
Mutual Funds: ₹10,000 Monthly Investments Yield Impressive Gains
Imagine two investment funds, one that started 11 years ago and another 25 years ago.
The first one turns a small monthly investment into a large sum by investing in bonds from banks and government.
The second one, started even earlier, also turns a small monthly investment into a much larger sum by balancing investments in stocks and bonds.
Both aim to help people grow their money, but they have different approaches.
Remember, past performance doesn't guarantee future results.
Always check with a financial advisor before investing.
Franklin India Banking & PSU Debt Fund's SIP of ₹10,000 monthly grew to ₹19.58 lakh in 11 years.
A lump sum investment of ₹10,000 at the launch of Franklin India Banking & PSU Debt Fund would now be worth ₹21,942.
Aditya Birla Sun Life Balanced Advantage Fund's SIP of ₹10,000 monthly grew to over ₹1.6 crore in 25 years.
A lump sum investment of ₹1 lakh in the Aditya Birla fund grew to over ₹10.3 lakh in 25 years.
Both funds have delivered substantial returns, but investments carry inherent risks.
- Who
- Franklin India Banking & PSU Debt Fund and Aditya Birla Sun Life Balanced Advantage Fund.
- What
- Two mutual funds have demonstrated significant growth, turning monthly investments into substantial returns.
- When
- Franklin Fund: 11 years; Aditya Birla Fund: 25 years
- Where
- N/A
- Why
- To provide investors with growth through different investment strategies.
Fund Performance
Market Risks
Returns
Fund Performance
Both funds show impressive growth, turning small investments into substantial sums over time, demonstrating successful past performance.
Market Risks
Past performance doesn't guarantee future results. Fixed-income and dynamic asset allocation funds are still subject to market risks and economic changes, which could impact returns.
- Franklin Fund Launch
- 2014
- Franklin Fund AUM
- ₹500 crore+
- Aditya Birla Fund Launch
- April 25, 2000
- Aditya Birla Fund AUM
- ₹7,500 crore+
- Aditya Birla Fund CAGR
- 11.7%
- Aditya Birla Fund 3-year Return (86% periods)
- Over 8%