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 -12.15 11.37 17.99 30.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme Equity: Large and Mid Cap -2.82 17.59 28.05 15.00
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option | Change Scheme Equity: Mid Cap -11.53 11.78 21.00 20.00
Reliance Small Cap Fund - Growth Plan - Growth Option | Change Scheme Equity: Small Cap -12.91 14.30 28.39 20.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive -4.16 11.38 15.23 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 -12.15 11.37 17.99 15.00
DSP Equity Opportunities Fund-Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap -8.10 12.77 16.88 15.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme Equity: Large and Mid Cap -2.82 17.59 28.05 20.00
Reliance Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap 0.53 12.95 17.59 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap -3.07 10.15 15.87 15.00
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth | Change Scheme Hybrid: Aggressive 0.20 10.35 15.37 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 0.53 12.95 17.59 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap -3.07 10.15 15.87 15.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive -4.16 11.38 15.23 25.00
L&T Equity Savings Fund - Regular Plan - Growth | Change Scheme Hybrid: Equity Savings 0.33 6.14 8.67 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 4.77 7.87 8.57 25.00
ICICI Prudential All Seasons Bond Fund - Growth | Change Scheme Debt: Dynamic Bond 4.97 8.91 10.46 25.00
Axis Strategic Bond Fund - Growth Option | Change Scheme Debt: Medium Duration 5.85 8.42 9.44 25.00
Aditya Birla Sun Life Short Term Opportunities Fund - Growth - Regular Plan | Change Scheme Debt: Short Duration 5.72 7.67 8.56 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 7.38 7.28 7.89 25.00
HDFC Liquid Fund-PREMIUM- Growth | Change Scheme Debt: Liquid 7.28 7.23 7.86 25.00
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Change Scheme Debt: Ultra Short Duration 7.23 7.99 8.50 25.00
Franklin India Ultra Short Bond Fund - Retail - Growth | Change Scheme Debt: Ultra Short Duration 7.86 8.32 8.68 25.00

Grand Total:

Notes:

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

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