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 -0.15 15.79 18.56 30.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive 5.82 20.70 25.05 15.00
HDFC Mid Cap Fund - Growth Plan | Change Scheme Equity: Mid Cap 5.07 28.39 31.60 20.00
Mirae Asset Large & Midcap Fund - Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 0.59 17.40 22.01 15.00
Nippon India Small Cap Fund - Growth Plan - Growth Option | Change Scheme Equity: Small Cap -2.76 26.42 36.25 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 -0.15 15.79 18.56 15.00
SBI Equity Hybrid Fund - Regular Plan -Growth | Change Scheme Hybrid: Aggressive 9.95 15.25 16.76 20.00
SBI Large Cap FUND-REGULAR PLAN GROWTH | Change Scheme Equity: Large Cap 3.10 15.90 19.30 15.00
DSP Large & Mid Cap Fund - Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 0.78 21.90 23.16 15.00
Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap 2.74 21.35 24.60 15.00
Mirae Asset Large & Midcap Fund - Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 0.59 17.40 22.01 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 5.82 20.70 25.05 25.00
SBI Large Cap FUND-REGULAR PLAN GROWTH | Change Scheme Equity: Large Cap 3.10 15.90 19.30 15.00
Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap 2.74 21.35 24.60 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 8.96 7.58 6.44 25.00
ICICI Prudential All Seasons Bond Fund - Growth | Change Scheme Debt: Dynamic Bond 9.30 8.30 6.65 25.00
ICICI Prudential Banking and PSU Debt Fund - Growth | Change Scheme Debt: Banking and PSU 8.63 7.85 6.33 25.00
Axis Strategic Bond Fund - Regular Plan - Growth Option | Change Scheme Debt: Medium Duration 9.39 8.08 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 7.07 6.99 5.55 25.00
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Change Scheme Debt: Ultra Short Duration 8.09 7.40 6.12 25.00

Grand Total:

Notes:

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