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
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Balanced Funds Equity Oriented 7.91 10.67 17.29 15.00
Aditya Birla Sun Life Advantage Fund - Regular Growth | Change Scheme Equity Funds Diversified 9.35 11.35 21.78 30.00
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option | Change Scheme Equity Funds Mid and Small Cap 12.82 14.45 25.75 20.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme Equity Funds Mid and Small Cap 10.83 17.82 29.43 15.00
Reliance Small Cap Fund - Growth Plan - Growth Option | Change Scheme Equity Funds Mid and Small Cap 23.31 21.91 35.53 20.00

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
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth | Change Scheme Balanced Funds Equity Oriented 14.92 9.32 16.79 20.00
Aditya Birla Sun Life Advantage Fund - Regular Growth | Change Scheme Equity Funds Diversified 9.35 11.35 21.78 15.00
DSP BlackRock Equity Opportunities Fund-Regular Plan - Growth | Change Scheme Equity Funds Diversified 10.44 13.24 19.15 15.00
Reliance Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity Funds Large Cap 11.45 9.23 17.60 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity Funds Large Cap 11.26 10.08 17.49 15.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme Equity Funds Mid and Small Cap 10.83 17.82 29.43 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
HDFC Balanced Fund - Growth Option | Change Scheme Balanced Funds Equity Oriented 9.43 10.76 18.64 25.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Balanced Funds Equity Oriented 7.91 10.67 17.29 25.00
L&T Equity Savings Fund - Regular Plan - Growth | Change Scheme Balanced Funds Equity Savings 7.41 6.55 8.93 20.00
Reliance Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity Funds Large Cap 11.45 9.23 17.60 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity Funds Large Cap 11.26 10.08 17.49 15.00

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
Axis Strategic Bond Fund - Growth Option | Change Scheme Income Funds 5.85 8.10 7.96 25.00
ICICI Prudential Long Term - Growth | Change Scheme Income Funds 4.27 8.70 10.73 25.00
Aditya Birla Sun Life Short Term Opportunities Fund - Growth - Regular Plan | Change Scheme Short Term Debt Funds 4.92 7.61 8.55 25.00
ICICI Prudential Banking and PSU Debt Fund - Growth | Change Scheme Short Term Debt Funds 4.64 8.19 8.05 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 Cash Plus - Growth | Change Scheme Liquid Funds 6.83 7.35 8.10 25.00
HDFC Liquid Fund-PREMIUM- Growth | Change Scheme Liquid Funds 6.73 7.33 8.08 25.00
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Change Scheme Ultra Short Term Debt Funds 6.63 8.05 8.62 25.00
Franklin India Ultra-short Bond Fund - Retail - Growth | Change Scheme Ultra Short Term Debt Funds 7.10 8.31 8.73 25.00

Grand Total:

Notes:

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

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