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 -15.60 2.83 9.56 30.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme Equity: Large and Mid Cap -2.61 11.52 16.84 15.00
HDFC Mid-Cap Opportunities Fund - Growth Option | Change Scheme Equity: Mid Cap -17.19 3.11 9.85 20.00
Reliance Small Cap Fund - Growth Plan - Growth Option | Change Scheme Equity: Small Cap -21.13 6.69 11.47 20.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive -2.90 6.98 9.46 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 -15.60 2.83 9.56 15.00
DSP Equity Opportunities Fund-Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap -7.90 6.28 10.36 15.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme Equity: Large and Mid Cap -2.61 11.52 16.84 20.00
Reliance Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap -8.92 7.57 9.00 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap -6.13 5.33 9.53 15.00
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth | Change Scheme Hybrid: Aggressive 1.23 8.28 10.33 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
Reliance Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap -8.92 7.57 9.00 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap -6.13 5.33 9.53 15.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive -2.90 6.98 9.46 25.00
L&T Equity Savings Fund - Regular Plan - Growth | Change Scheme Hybrid: Equity Savings -3.60 3.60 5.62 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 9.39 7.56 8.73 25.00
ICICI Prudential All Seasons Bond Fund - Growth | Change Scheme Debt: Dynamic Bond 9.91 7.87 9.93 25.00
Axis Strategic Bond Fund - Growth Option | Change Scheme Debt: Medium Duration 7.06 7.32 8.80 25.00
Aditya Birla Sun Life Short Term Opportunities Fund - Growth - Regular Plan | Change Scheme Debt: Short Duration 9.53 7.26 8.53 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 7.43 7.08 7.61 25.00
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Change Scheme Debt: Ultra Short Duration 8.93 7.88 8.45 25.00
Franklin India Ultra Short Bond Fund - Retail - Growth | Change Scheme Debt: Ultra Short Duration 9.39 8.37 8.69 25.00

Grand Total:

Notes:

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