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 -14.80 8.17 19.04 30.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme Equity: Large and Mid Cap -5.06 14.51 29.28 15.00
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option | Change Scheme Equity: Mid Cap -8.51 9.79 23.49 20.00
Reliance Small Cap Fund - Growth Plan - Growth Option | Change Scheme Equity: Small Cap -5.64 13.99 32.38 20.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive -0.05 10.27 16.63 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 -14.80 8.17 19.04 15.00
DSP Equity Opportunities Fund-Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap -7.65 9.98 17.01 15.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme Equity: Large and Mid Cap -5.06 14.51 29.28 20.00
Reliance Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap 0.19 9.29 17.78 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap -5.62 7.34 15.79 15.00
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth | Change Scheme Hybrid: Aggressive -0.35 8.13 16.25 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 0.19 9.29 17.78 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap -5.62 7.34 15.79 15.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive -0.05 10.27 16.63 25.00
L&T Equity Savings Fund - Regular Plan - Growth | Change Scheme Hybrid: Equity Savings 1.19 5.34 8.65 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 3.68 7.58 8.56 25.00
ICICI Prudential All Seasons Bond Fund - Growth | Change Scheme Debt: Dynamic Bond 3.06 8.03 10.42 25.00
Axis Strategic Bond Fund - Growth Option | Change Scheme Debt: Medium Duration 4.84 7.73 9.26 25.00
Aditya Birla Sun Life Short Term Opportunities Fund - Growth - Regular Plan | Change Scheme Debt: Short Duration 4.45 7.40 8.54 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 7.16 7.27 7.95 25.00
HDFC Liquid Fund-PREMIUM- Growth | Change Scheme Debt: Liquid 7.07 7.23 7.92 25.00
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Change Scheme Debt: Ultra Short Duration 6.68 7.88 8.52 25.00
Franklin India Ultra Short Bond Fund - Retail - Growth | Change Scheme Debt: Ultra Short Duration 7.14 8.15 8.63 25.00

Grand Total:

Notes:

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

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