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 Balanced Fund - Growth | Change Scheme Balanced Funds Equity Oriented 15.83 11.30 18.25 15.00
Aditya Birla Sun Life Advantage Fund - Regular Growth | Change Scheme Equity Funds Diversified 15.99 11.96 21.80 30.00
HDFC Midcap Opportunities Fund - Growth Option | Change Scheme Equity Funds Mid and Small Cap 21.58 15.64 26.08 20.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme Equity Funds Mid and Small Cap 24.34 19.32 30.11 15.00
Reliance Small Cap Fund - Growth Plan - Growth Option | Change Scheme Equity Funds Mid and Small Cap 43.56 22.65 35.71 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 Magnum Balanced Fund - REGULAR PLAN -Growth | Change Scheme Balanced Funds Equity Oriented 17.93 9.36 17.13 20.00
Aditya Birla Sun Life Advantage Fund - Regular Growth | Change Scheme Equity Funds Diversified 15.99 11.96 21.80 15.00
DSP BlackRock Opportunities Fund-Regular Plan - Growth | Change Scheme Equity Funds Diversified 20.46 14.20 19.91 15.00
Reliance Top 200 Fund- Growth Plan -Growth Option | Change Scheme Equity Funds Large Cap 23.33 9.54 18.21 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity Funds Large Cap 17.73 10.01 17.80 15.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme Equity Funds Mid and Small Cap 24.34 19.32 30.11 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 18.47 11.23 19.07 25.00
ICICI Prudential Balanced Fund - Growth | Change Scheme Balanced Funds Equity Oriented 15.83 11.30 18.25 25.00
L&T Equity Savings Fund - Regular Plan - Growth | Change Scheme Balanced Funds Equity Savings 9.57 6.67 9.29 20.00
Reliance Top 200 Fund- Growth Plan -Growth Option | Change Scheme Equity Funds Large Cap 23.33 9.54 18.21 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity Funds Large Cap 17.73 10.01 17.80 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 Regular Savings Fund - Growth Option | Change Scheme Income Funds 7.31 8.08 8.87 25.00
ICICI Prudential Long Term - Growth | Change Scheme Income Funds 6.14 8.32 11.06 25.00
Aditya Birla Sun Life Short Term Opportunities Fund - Growth - Regular Plan | Change Scheme Short Term Debt Funds 6.08 8.10 9.18 25.00
ICICI Prudential Banking and PSU Debt Fund - Growth | Change Scheme Short Term Debt Funds 5.88 8.62 9.01 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 6.68 7.50 8.19 25.00
HDFC Liquid Fund-PREMIUM- Growth | Change Scheme Liquid Funds 6.61 7.49 8.20 25.00
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Change Scheme Ultra Short Term Debt Funds 7.01 8.36 8.84 25.00
Franklin India Ultra-short Bond Fund - Retail - Growth | Change Scheme Ultra Short Term Debt Funds 7.41 8.55 8.91 25.00

Grand Total:

Notes:

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

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