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 18.58 4.77 13.40 30.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme Equity: Large and Mid Cap 24.94 10.92 20.07 15.00
HDFC Mid-Cap Opportunities Fund - Growth Option | Change Scheme Equity: Mid Cap 21.77 3.24 13.76 20.00
Nippon India Small Cap Fund - Growth Plan - Growth Option | Change Scheme Equity: Small Cap 25.77 1.31 15.51 20.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive 13.36 6.96 13.11 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 18.58 4.77 13.40 15.00
DSP Equity Opportunities Fund-Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 17.62 6.43 14.97 15.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme Equity: Large and Mid Cap 24.94 10.92 20.07 20.00
Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap 8.91 5.17 12.59 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap 18.71 8.41 13.25 15.00
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth | Change Scheme Hybrid: Aggressive 14.68 9.26 12.71 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 8.91 5.17 12.59 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap 18.71 8.41 13.25 15.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive 13.36 6.96 13.11 25.00
L&T Equity Savings Fund - Regular Plan - Growth | Change Scheme Hybrid: Equity Savings 10.65 4.89 7.16 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 9.16 8.30 8.61 25.00
ICICI Prudential All Seasons Bond Fund - Growth | Change Scheme Debt: Dynamic Bond 11.86 9.28 10.02 25.00
Axis Strategic Bond Fund - Regular Plan - Growth Option | Change Scheme Debt: Medium Duration 10.32 7.98 8.66 25.00
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Change Scheme Debt: Short Duration 10.51 8.57 8.52 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 4.17 6.06 6.50 25.00
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Change Scheme Debt: Ultra Short Duration 6.76 7.62 7.85 25.00
Franklin India Ultra Short Bond Fund - Retail - Growth | Change Scheme Debt: Ultra Short Duration 3.66 7.03 7.56 25.00

Grand Total:

Notes:

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