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
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Change Scheme Equity: Large and Mid Cap -1.72 11.70 13.05 30.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme Equity: Large and Mid Cap 8.75 19.19 21.63 15.00
HDFC Mid-Cap Opportunities Fund - Growth Option | Change Scheme Equity: Mid Cap -5.60 12.64 15.15 20.00
Reliance Small Cap Fund - Growth Plan - Growth Option | Change Scheme Equity: Small Cap -10.45 15.37 19.14 20.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive 7.27 13.75 13.02 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 -1.72 11.70 13.05 15.00
DSP Equity Opportunities Fund-Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 1.95 14.35 13.94 15.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme Equity: Large and Mid Cap 8.75 19.19 21.63 20.00
Reliance Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap 12.41 17.54 14.09 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap 5.24 11.63 13.76 15.00
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth | Change Scheme Hybrid: Aggressive 8.38 12.51 13.63 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 12.41 17.54 14.09 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap 5.24 11.63 13.76 15.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive 7.27 13.75 13.02 25.00
L&T Equity Savings Fund - Regular Plan - Growth | Change Scheme Hybrid: Equity Savings 3.17 7.12 7.68 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 7.86 7.66 8.42 25.00
ICICI Prudential All Seasons Bond Fund - Growth | Change Scheme Debt: Dynamic Bond 8.07 8.60 9.87 25.00
Axis Strategic Bond Fund - Growth Option | Change Scheme Debt: Medium Duration 8.55 8.37 9.14 25.00
Aditya Birla Sun Life Short Term Opportunities Fund - Growth - Regular Plan | Change Scheme Debt: Short Duration 8.31 7.43 8.32 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 7.53 7.13 7.70 25.00
HDFC Liquid Fund-PREMIUM- Growth | Change Scheme Debt: Liquid 7.47 7.10 7.70 25.00
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Change Scheme Debt: Ultra Short Duration 8.69 7.94 8.41 25.00
Franklin India Ultra Short Bond Fund - Retail - Growth | Change Scheme Debt: Ultra Short Duration 9.25 8.38 8.66 25.00

Grand Total:

Notes:

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

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