Table of Contents
Marriage Planning Calculator
Marriage is one of the most awaited life events and something that every parent looks forward to. However, with marriages turning lavish day by day and the increasing rate of Inflation, you can Land into a tight spot if you don’t pre-plan your expenses. Therefore, marriage planning calculator helps you plan and invest your money for the big day in advance.
What is a Wedding Planning Calculator?
The calculator gives you an estimate of how much returns can you expect from your investment for the wedding.
Know Your Monthly SIP Amount
How does the Calculator Work?
The working of the calculator is pretty simple. All you have to do is enter the details of your child’s age, his/her approximate age of marriage, amount you would require for marriage and the interest rate. The calculator will quickly generate results based on the values entered and you will get an idea of how much you need to save monthly to reach the goal.
Benefits of Marriage Calculator
- Calculation can be done online for free in minutes
- The calculator considers all factors that can affect your finances and gives a realistic estimate
- Based on the results generated you can select the most appropriate investment
Note/ Disclaimer: The calculations are generated assuming an inflation rate of 6% and the values are illustrative. The actual cost incurred would depend on the future performance of your investment and is subject to Market conditions
Talk to our investment specialist
Why Should you Plan your Child’s Marriage in Advance?
- Advance planning helps Handle hidden costs associated with marriage
- Timely investments help counter the impact of rising inflation rates
- Early Investing will keep your financial life disciplined
- You will not have to disturb your retirement fund incase extra money is needed
- Building a steady corpus by keeping a set amount each month will help relieve Financial Stress
Top Funds for 2023
*Best funds based on 3 year performance.
To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments. ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a Below is the key information for ICICI Prudential Infrastructure Fund Returns up to 1 year are on (Erstwhile ICICI Prudential Indo Asia Equity Fund) ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. Initially the Scheme will invest in share classes of International Opportunities Fund Asian Equity Fund and thereafter the Fund Manager of the Indo Asia Equity Fund may choose to make investment in listed equity shares, securities in the Asia Pacific region. However, there can be no assurance that the investment objective of the Scheme will be realized. ICICI Prudential Smallcap Fund is a Equity - Small Cap fund was launched on 18 Oct 07. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Smallcap Fund Returns up to 1 year are on 1. ICICI Prudential Infrastructure Fund
CAGR/Annualized return of 14.1% since its launch. Ranked 27 in Sectoral category. Return for 2022 was 28.8% , 2021 was 50.1% and 2020 was 3.6% . ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (31 Mar 23) ₹101.07 ↑ 0.72 (0.72 %) Net Assets (Cr) ₹2,270 on 28 Feb 23 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.32 Sharpe Ratio 1.22 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 18 ₹10,000 31 Mar 19 ₹10,087 31 Mar 20 ₹6,356 31 Mar 21 ₹11,867 31 Mar 22 ₹16,084 31 Mar 23 ₹19,640 Returns for ICICI Prudential Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 23 Duration Returns 1 Month 2.3% 3 Month 0.4% 6 Month 11.5% 1 Year 22.1% 3 Year 45.7% 5 Year 14.5% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2022 28.8% 2021 50.1% 2020 3.6% 2019 2.6% 2018 -14% 2017 40.8% 2016 2% 2015 -3.4% 2014 56.2% 2013 -5% Fund Manager information for ICICI Prudential Infrastructure Fund
Name Since Tenure Ihab Dalwai 3 Jun 17 5.75 Yr. Sharmila D’mello 30 Jun 22 0.67 Yr. Data below for ICICI Prudential Infrastructure Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Industrials 31.95% Financial Services 22.62% Utility 13.14% Energy 11.03% Basic Materials 7.41% Communication Services 5.89% Consumer Cyclical 1.88% Asset Allocation
Asset Class Value Cash 5.34% Equity 93.88% Debt 0.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 53255510% ₹216 Cr 12,653,921 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT8% ₹185 Cr 875,000
↓ -15,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 17 | 5003126% ₹135 Cr 8,900,534 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 16 | BHARTIARTL6% ₹134 Cr 1,800,000 Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 30 Sep 06 | KALPATPOWR5% ₹115 Cr 2,168,158 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK5% ₹107 Cr 670,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFC4% ₹86 Cr 330,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322153% ₹62 Cr 740,000 NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC3% ₹58 Cr 6,470,863 State Bank of India (Financial Services)
Equity, Since 30 Nov 16 | SBIN2% ₹55 Cr 1,060,000
↑ 60,000 2. ICICI Prudential Smallcap Fund
CAGR/Annualized return of 11.3% since its launch. Ranked 26 in Small Cap category. Return for 2022 was 5.7% , 2021 was 61% and 2020 was 22.8% . ICICI Prudential Smallcap Fund
Growth Launch Date 18 Oct 07 NAV (31 Mar 23) ₹52.63 ↑ 0.67 (1.29 %) Net Assets (Cr) ₹4,618 on 28 Feb 23 Category Equity - Small Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.1 Sharpe Ratio 0.42 Information Ratio 0.24 Alpha Ratio 6.97 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 18 ₹10,000 31 Mar 19 ₹8,950 31 Mar 20 ₹6,420 31 Mar 21 ₹13,109 31 Mar 22 ₹18,314 31 Mar 23 ₹18,918 Returns for ICICI Prudential Smallcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 23 Duration Returns 1 Month 0.6% 3 Month -2.7% 6 Month -2.1% 1 Year 3.3% 3 Year 43.4% 5 Year 13.6% 10 Year 15 Year Since launch 11.3% Historical performance (Yearly) on absolute basis
Year Returns 2022 5.7% 2021 61% 2020 22.8% 2019 10% 2018 -22.4% 2017 42.7% 2016 6% 2015 0.5% 2014 50.6% 2013 8.8% Fund Manager information for ICICI Prudential Smallcap Fund
Name Since Tenure Harish Bihani 5 Nov 18 4.32 Yr. Sharmila D’mello 30 Jun 22 0.67 Yr. Data below for ICICI Prudential Smallcap Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Industrials 24% Consumer Cyclical 21.42% Health Care 13.98% Financial Services 9.57% Basic Materials 5.61% Consumer Defensive 4.55% Real Estate 4.34% Communication Services 4.31% Technology 4.17% Asset Allocation
Asset Class Value Cash 7.12% Equity 92.88% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT4% ₹183 Cr 1,937,451
↑ 94,463 PVR Ltd (Communication Services)
Equity, Since 28 Feb 23 | PVR4% ₹174 Cr 1,147,600
↑ 1,147,600 Rolex Rings Ltd (Industrials)
Equity, Since 31 Jul 21 | 5433254% ₹162 Cr 879,976 EPL Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5001353% ₹145 Cr 9,058,782
↑ 2,799,997 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | CCL3% ₹145 Cr 2,654,856
↓ -20,440 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Sep 22 | 5433083% ₹141 Cr 1,046,625
↑ 129,008 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 19 | MCX3% ₹140 Cr 1,001,562
↑ 18,028 KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI3% ₹135 Cr 830,225
↓ -63,871 Tarsons Products Ltd (Healthcare)
Equity, Since 30 Nov 21 | 5433993% ₹131 Cr 2,202,317
↑ 236,547 Blue Star Ltd (Industrials)
Equity, Since 30 Nov 17 | BLUESTARCO3% ₹124 Cr 866,042
↓ -50,527
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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