| 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 | 3.47 | 3.53 | 10.63 | 30.00 | |
| Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme | Equity: Large and Mid Cap | 9.37 | 10.68 | 16.73 | 15.00 | |
| HDFC Mid-Cap Opportunities Fund - Growth Option | Change Scheme | Equity: Mid Cap | -2.28 | 2.73 | 10.18 | 20.00 | |
| Nippon India Small Cap Fund - Growth Plan - Growth Option | Change Scheme | Equity: Small Cap | -8.52 | 5.42 | 10.94 | 20.00 | |
| ICICI Prudential Equity & Debt Fund - Growth | Change Scheme | Hybrid: Aggressive | 4.79 | 7.56 | 9.97 | 15.00 | |
Grand Total: |
||||||
Notes:
1. Returns shown are annualized. 2. Suggested Portfolio of Rs. 1,00,000
| 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 | 3.47 | 3.53 | 10.63 | 15.00 | |
| DSP Equity Opportunities Fund-Regular Plan - Growth | Change Scheme | Equity: Large and Mid Cap | 10.02 | 7.75 | 11.78 | 15.00 | |
| Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme | Equity: Large and Mid Cap | 9.37 | 10.68 | 16.73 | 20.00 | |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme | Equity: Large Cap | 4.84 | 8.90 | 9.92 | 15.00 | |
| SBI Blue Chip Fund-Regular Plan Growth | Change Scheme | Equity: Large Cap | 11.48 | 6.97 | 10.75 | 15.00 | |
| SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth | Change Scheme | Hybrid: Aggressive | 13.57 | 9.34 | 11.20 | 20.00 | |
Grand Total: |
||||||
Notes:
1. Returns shown are annualized. 2. Suggested Portfolio of Rs. 1,00,000
| 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 | 4.84 | 8.90 | 9.92 | 15.00 | |
| SBI Blue Chip Fund-Regular Plan Growth | Change Scheme | Equity: Large Cap | 11.48 | 6.97 | 10.75 | 15.00 | |
| ICICI Prudential Equity & Debt Fund - Growth | Change Scheme | Hybrid: Aggressive | 4.79 | 7.56 | 9.97 | 25.00 | |
| L&T Equity Savings Fund - Regular Plan - Growth | Change Scheme | Hybrid: Equity Savings | 1.72 | 3.90 | 5.87 | 20.00 | |
Grand Total: |
||||||
Notes:
1. Returns shown are annualized. 2. Suggested Portfolio of Rs. 1,00,000
| 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 | 9.80 | 7.06 | 8.53 | 25.00 | |
| ICICI Prudential All Seasons Bond Fund - Growth | Change Scheme | Debt: Dynamic Bond | 10.23 | 7.22 | 9.48 | 25.00 | |
| Axis Strategic Bond Fund - Growth Option | Change Scheme | Debt: Medium Duration | 7.51 | 6.84 | 8.55 | 25.00 | |
| Aditya Birla Sun Life Short Term Opportunities Fund - Growth - Regular Plan | Change Scheme | Debt: Short Duration | 9.87 | 7.03 | 8.39 | 25.00 | |
Grand Total: |
||||||
Notes:
1. Returns shown are annualized. 2. Suggested Portfolio of Rs. 1,00,000
| 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 | 7.21 | 7.02 | 7.52 | 25.00 | |
| Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Change Scheme | Debt: Ultra Short Duration | 9.10 | 7.78 | 8.40 | 25.00 | |
| Franklin India Ultra Short Bond Fund - Retail - Growth | Change Scheme | Debt: Ultra Short Duration | 9.65 | 8.31 | 8.66 | 25.00 | |
Grand Total: |
||||||
Notes:
1. Returns shown are annualized. 2. Suggested Portfolio of Rs. 1,00,000