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Mutual Funds Karo - Tenure Linked Investments

Very Long Term (10 Years & above)

Scheme Name	Category	1 Year Return - (%)	3 Year Return - (%)	5 Year Return - (%)	Allocation Percentage - (%)	Allocation Amount
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth \| Change Scheme	Equity: Large and Mid Cap	64.98	24.19	14.16	30.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option \| Change Scheme	Equity: Large and Mid Cap	66.14	29.37	20.52	15.00
HDFC Mid-Cap Opportunities Fund - Growth Plan \| Change Scheme	Equity: Mid Cap	70.23	23.20	14.61	20.00
Nippon India Small Cap Fund - Growth Plan - Growth Option \| Change Scheme	Equity: Small Cap	95.94	28.89	20.55	20.00
ICICI Prudential Equity & Debt Fund - Growth \| Change Scheme	Hybrid: Aggressive	73.78	21.37	15.55	15.00
Grand Total:

Notes:

1. Returns shown are annualized. 2. Suggested Portfolio of Rs. 1,00,000

Long Term (5 - 10 Years)

Scheme Name	Category	1 Year Return - (%)	3 Year Return - (%)	5 Year Return - (%)	Allocation Percentage - (%)	Allocation Amount
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth \| Change Scheme	Equity: Large and Mid Cap	64.98	24.19	14.16	15.00
DSP Equity Opportunities Fund-Regular Plan - Growth \| Change Scheme	Equity: Large and Mid Cap	62.73	23.88	15.52	15.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option \| Change Scheme	Equity: Large and Mid Cap	66.14	29.37	20.52	20.00
Nippon India Large Cap Fund- Growth Plan -Growth Option \| Change Scheme	Equity: Large Cap	66.39	18.95	14.61	15.00
SBI Blue Chip Fund-Regular Plan Growth \| Change Scheme	Equity: Large Cap	56.40	21.93	14.05	15.00
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth \| Change Scheme	Hybrid: Aggressive	44.91	19.82	13.74	20.00
Grand Total:

Notes:

1. Returns shown are annualized. 2. Suggested Portfolio of Rs. 1,00,000

Medium (3 - 5 years)

Scheme Name	Category	1 Year Return - (%)	3 Year Return - (%)	5 Year Return - (%)	Allocation Percentage - (%)	Allocation Amount
Nippon India Large Cap Fund- Growth Plan -Growth Option \| Change Scheme	Equity: Large Cap	66.39	18.95	14.61	15.00
SBI Blue Chip Fund-Regular Plan Growth \| Change Scheme	Equity: Large Cap	56.40	21.93	14.05	15.00
ICICI Prudential Equity & Debt Fund - Growth \| Change Scheme	Hybrid: Aggressive	73.78	21.37	15.55	25.00
L&T Equity Savings Fund - Regular Plan - Growth \| Change Scheme	Hybrid: Equity Savings	24.41	10.67	8.02	20.00
Grand Total:

Notes:

1. Returns shown are annualized. 2. Suggested Portfolio of Rs. 1,00,000

Short Term (1 - 3 years)

Scheme Name	Category	1 Year Return - (%)	3 Year Return - (%)	5 Year Return - (%)	Allocation Percentage - (%)	Allocation Amount
ICICI Prudential Banking and PSU Debt Fund - Growth \| Change Scheme	Debt: Banking and PSU	5.10	8.25	7.24	25.00
ICICI Prudential All Seasons Bond Fund - Growth \| Change Scheme	Debt: Dynamic Bond	5.47	9.40	7.93	25.00
Axis Strategic Bond Fund - Regular Plan - Growth Option \| Change Scheme	Debt: Medium Duration	6.43	8.11	7.47	25.00
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan \| Change Scheme	Debt: Short Duration	4.67	8.34	7.26	25.00
Grand Total:

Notes:

1. Returns shown are annualized. 2. Suggested Portfolio of Rs. 1,00,000

Very Short Term (1 day to 365 days)

Scheme Name	Category	1 Year Return - (%)	3 Year Return - (%)	5 Year Return - (%)	Allocation Percentage - (%)	Allocation Amount
Aditya Birla Sun Life Liquid Fund - Growth \| Change Scheme	Debt: Liquid	3.17	5.00	5.77	25.00
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan \| Change Scheme	Debt: Ultra Short Duration	4.09	6.84	6.96	25.00
Franklin India Ultra Short Bond Fund - Retail - Growth \| Change Scheme	Debt: Ultra Short Duration	9.49	7.75	7.71	25.00
Grand Total:

Notes:

1. Returns shown are annualized. 2. Suggested Portfolio of Rs. 1,00,000