| Scheme Name | Category | 1 Year Return - (%) | 3 Year Return - (%) | 5 Year Return - (%) | Allocation Percentage - (%) | Allocation Amount |
|---|---|---|---|---|---|---|
| Nippon India Small Cap Fund - Growth Plan - Growth Option | Change Scheme | Equity: Small Cap | 6.53 | 13.71 | 16.17 | 20.00 | |
| Mirae Asset Large & Midcap Fund - Regular Plan - Growth | Change Scheme | Equity: Large and Mid Cap | -3.53 | 9.61 | 7.94 | 15.00 | |
| HDFC Mid Cap Fund - Growth Plan | Change Scheme | Equity: Mid Cap | 0.91 | 15.14 | 16.13 | 20.00 | |
| Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Change Scheme | Equity: Large and Mid Cap | -0.51 | 9.29 | 4.95 | 30.00 | |
| ICICI Prudential Aggressive Hybrid Fund - Regular Plan - Growth | Change Scheme | Hybrid: Aggressive | -3.34 | 11.69 | 12.37 | 15.00 | |
Grand Total: |
||||||
Notes:
1. Returns shown are annualized. 2. Suggested Portfolio of Rs. 1,00,000
| Scheme Name | Category | 1 Year Return - (%) | 3 Year Return - (%) | 5 Year Return - (%) | Allocation Percentage - (%) | Allocation Amount |
|---|---|---|---|---|---|---|
| DSP Large & Mid Cap Fund - Regular Plan - Growth | Change Scheme | Equity: Large and Mid Cap | -6.35 | 11.09 | 9.39 | 15.00 | |
| Mirae Asset Large & Midcap Fund - Regular Plan - Growth | Change Scheme | Equity: Large and Mid Cap | -3.53 | 9.61 | 7.94 | 20.00 | |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme | Equity: Large Cap | -8.24 | 9.02 | 10.49 | 15.00 | |
| Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Change Scheme | Equity: Large and Mid Cap | -0.51 | 9.29 | 4.95 | 15.00 | |
| SBI Large Cap Fund-Regular Plan Growth | Change Scheme | Equity: Large Cap | -4.78 | 7.49 | 7.22 | 15.00 | |
| SBI Aggresive Hybrid Fund - Regular Plan - Growth | Change Scheme | Hybrid: Aggressive | -0.81 | 10.55 | 7.99 | 20.00 | |
Grand Total: |
||||||
Notes:
1. Returns shown are annualized. 2. Suggested Portfolio of Rs. 1,00,000
| Scheme Name | Category | 1 Year Return - (%) | 3 Year Return - (%) | 5 Year Return - (%) | Allocation Percentage - (%) | Allocation Amount |
|---|---|---|---|---|---|---|
| Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme | Equity: Large Cap | -8.24 | 9.02 | 10.49 | 15.00 | |
| SBI Large Cap Fund-Regular Plan Growth | Change Scheme | Equity: Large Cap | -4.78 | 7.49 | 7.22 | 15.00 | |
| ICICI Prudential Aggressive Hybrid Fund - Regular Plan - Growth | Change Scheme | Hybrid: Aggressive | -3.34 | 11.69 | 12.37 | 25.00 | |
Grand Total: |
||||||
Notes:
1. Returns shown are annualized. 2. Suggested Portfolio of Rs. 1,00,000
| Scheme Name | Category | 1 Year Return - (%) | 3 Year Return - (%) | 5 Year Return - (%) | Allocation Percentage - (%) | Allocation Amount |
|---|---|---|---|---|---|---|
| Axis Medium Term Fund - Regular Plan - Growth Option | Change Scheme | Debt: Medium Duration | 5.28 | 7.73 | 6.56 | 25.00 | |
| ICICI Prudential Banking and PSU Debt Fund - Regular Plan - Growth | Change Scheme | Debt: Banking and PSU | 4.53 | 6.84 | 6.21 | 25.00 | |
| ICICI Prudential Dynamic Term Fund - Regular Plan - Growth | Change Scheme | Debt: Dynamic Bond | 3.66 | 6.83 | 6.17 | 25.00 | |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Change Scheme | Debt: Short Duration | 4.51 | 6.99 | 6.12 | 25.00 | |
Grand Total: |
||||||
Notes:
1. Returns shown are annualized. 2. Suggested Portfolio of Rs. 1,00,000
| Scheme Name | Category | 1 Year Return - (%) | 3 Year Return - (%) | 5 Year Return - (%) | Allocation Percentage - (%) | Allocation Amount |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Ultra Short Term Fund - Regular Plan - Growth | Change Scheme | Debt: Ultra Short Duration | 6.34 | 7.24 | 6.58 | 25.00 | |
| Aditya Birla Sun Life Liquid Fund - Growth | Change Scheme | Debt: Liquid | 6.47 | 6.86 | 6.32 | 25.00 | |
Grand Total: |
||||||
Notes:
1. Returns shown are annualized. 2. Suggested Portfolio of Rs. 1,00,000