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 Large & Mid Cap Fund - Regular Growth | Change Scheme Equity: Large and Mid Cap 0.23 17.48 19.21 30.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive 7.05 21.72 25.53 15.00
HDFC Mid Cap Fund - Growth Plan | Change Scheme Equity: Mid Cap 6.39 30.58 32.09 20.00
Mirae Asset Large and Midcap Fund - Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 1.61 18.75 22.84 15.00
Nippon India Small Cap Fund - Growth Plan - Growth Option | Change Scheme Equity: Small Cap -1.67 28.60 37.20 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
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Change Scheme Equity: Large and Mid Cap 0.23 17.48 19.21 15.00
SBI Equity Hybrid Fund - Regular Plan -Growth | Change Scheme Hybrid: Aggressive 9.83 16.34 17.44 20.00
SBI Large Cap FUND-REGULAR PLAN GROWTH | Change Scheme Equity: Large Cap 4.88 17.35 20.47 15.00
DSP Large & Mid Cap Fund - Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 2.11 23.33 24.06 15.00
Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap 3.38 22.93 25.67 15.00
Mirae Asset Large and Midcap Fund - Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 1.61 18.75 22.84 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
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive 7.05 21.72 25.53 25.00
SBI Large Cap FUND-REGULAR PLAN GROWTH | Change Scheme Equity: Large Cap 4.88 17.35 20.47 15.00
Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap 3.38 22.93 25.67 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
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Change Scheme Debt: Short Duration 9.08 7.66 6.47 25.00
ICICI Prudential All Seasons Bond Fund - Growth | Change Scheme Debt: Dynamic Bond 9.40 8.43 6.67 25.00
ICICI Prudential Banking and PSU Debt Fund - Growth | Change Scheme Debt: Banking and PSU 8.78 7.89 6.34 25.00
Axis Strategic Bond Fund - Regular Plan - Growth Option | Change Scheme Debt: Medium Duration 9.65 8.16 6.93 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 7.13 6.97 5.53 25.00
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Change Scheme Debt: Ultra Short Duration 8.14 7.37 6.11 25.00

Grand Total:

Notes:

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