Very Long Term (10 Years & above)

Scheme Name Category 1 Year Return - (%) 3 Year Return - (%) 5 Year Return - (%) Allocation Percentage - (%) Allocation Amount
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive 10.94 20.88 26.96 15.00
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Change Scheme Equity: Large and Mid Cap 6.01 16.34 21.85 30.00
HDFC Mid-Cap Opportunities Fund - Growth Plan | Change Scheme Equity: Mid Cap 10.58 30.28 34.66 20.00
Mirae Asset Large and Midcap Fund - Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 5.70 17.63 25.36 15.00
Nippon India Small Cap Fund - Growth Plan - Growth Option | Change Scheme Equity: Small Cap 4.88 28.33 40.40 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 Equity Hybrid Fund - Regular Plan -Growth | Change Scheme Hybrid: Aggressive 12.91 15.21 18.97 20.00
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Change Scheme Equity: Large and Mid Cap 6.01 16.34 21.85 15.00
DSP Large & Mid Cap Fund - Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 10.42 23.65 26.89 15.00
Mirae Asset Large and Midcap Fund - Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 5.70 17.63 25.36 20.00
Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap 8.65 23.01 28.24 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap 9.23 17.02 22.65 15.00

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
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive 10.94 20.88 26.96 25.00
Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap 8.65 23.01 28.24 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap 9.23 17.02 22.65 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 Strategic Bond Fund - Regular Plan - Growth Option | Change Scheme Debt: Medium Duration 10.19 8.20 7.32 25.00
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Change Scheme Debt: Short Duration 9.53 7.65 7.04 25.00
ICICI Prudential Banking and PSU Debt Fund - Growth | Change Scheme Debt: Banking and PSU 9.34 7.85 6.69 25.00
ICICI Prudential All Seasons Bond Fund - Growth | Change Scheme Debt: Dynamic Bond 10.07 8.49 6.97 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 Savings Fund - Growth - Regular Plan | Change Scheme Debt: Ultra Short Duration 8.08 7.27 6.20 25.00
Aditya Birla Sun Life Liquid Fund - Growth | Change Scheme Debt: Liquid 7.25 6.92 5.48 25.00

Grand Total:

Notes:

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