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 14.26 14.80 13.17 30.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme Equity: Large and Mid Cap 16.42 20.07 18.67 15.00
HDFC Mid-Cap Opportunities Fund - Growth Plan | Change Scheme Equity: Mid Cap 32.49 30.23 21.63 20.00
Nippon India Small Cap Fund - Growth Plan - Growth Option | Change Scheme Equity: Small Cap 36.62 40.43 26.83 20.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive 18.60 27.29 18.18 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 14.26 14.80 13.17 15.00
DSP Equity Opportunities Fund-Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 19.21 20.70 16.63 15.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme Equity: Large and Mid Cap 16.42 20.07 18.67 20.00
Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap 17.91 24.67 15.39 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap 11.28 16.99 14.51 15.00
SBI Equity Hybrid Fund - Regular Plan -Growth | Change Scheme Hybrid: Aggressive 9.37 13.70 12.86 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
Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap 17.91 24.67 15.39 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap 11.28 16.99 14.51 15.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive 18.60 27.29 18.18 25.00

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 7.04 5.17 7.05 25.00
ICICI Prudential All Seasons Bond Fund - Growth | Change Scheme Debt: Dynamic Bond 7.12 5.30 7.77 25.00
Axis Strategic Bond Fund - Regular Plan - Growth Option | Change Scheme Debt: Medium Duration 6.72 5.30 6.80 25.00
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Change Scheme Debt: Short Duration 6.47 4.82 6.92 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 7.01 4.90 5.22 25.00
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Change Scheme Debt: Ultra Short Duration 7.17 5.17 6.31 25.00

Grand Total:

Notes:

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