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 -10.22 13.64 7.09 30.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme Equity: Large and Mid Cap -0.39 20.10 14.02 15.00
HDFC Mid-Cap Opportunities Fund - Growth Plan | Change Scheme Equity: Mid Cap 11.73 24.46 12.13 20.00
Nippon India Small Cap Fund - Growth Plan - Growth Option | Change Scheme Equity: Small Cap 10.86 34.90 16.45 20.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive 10.68 20.86 13.67 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 -10.22 13.64 7.09 15.00
DSP Equity Opportunities Fund-Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 3.58 16.70 10.56 15.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme Equity: Large and Mid Cap -0.39 20.10 14.02 20.00
Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap 10.87 16.62 11.51 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap 4.74 16.06 11.24 15.00
SBI Equity Hybrid Fund - Regular Plan -Growth | Change Scheme Hybrid: Aggressive 2.37 12.92 10.64 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 10.87 16.62 11.51 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap 4.74 16.06 11.24 15.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive 10.68 20.86 13.67 25.00
L&T Equity Savings Fund - Regular Plan - Growth | Change Scheme Hybrid: Equity Savings 2.64 9.77 6.62 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 3.78 6.00 6.54 25.00
ICICI Prudential All Seasons Bond Fund - Growth | Change Scheme Debt: Dynamic Bond 4.01 6.98 7.20 25.00
Axis Strategic Bond Fund - Regular Plan - Growth Option | Change Scheme Debt: Medium Duration 3.61 6.46 6.56 25.00
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Change Scheme Debt: Short Duration 3.85 6.09 6.68 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 4.51 4.07 5.28 25.00
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Change Scheme Debt: Ultra Short Duration 4.44 5.19 6.29 25.00

Grand Total:

Notes:

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