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 9.45 17.84 28.43 15.00
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Change Scheme Equity: Large and Mid Cap 6.17 9.27 22.10 30.00
HDFC Mid-Cap Opportunities Fund - Growth Plan | Change Scheme Equity: Mid Cap 10.65 24.76 34.74 20.00
Mirae Asset Large and Midcap Fund - Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 5.23 13.29 26.25 15.00
Nippon India Small Cap Fund - Growth Plan - Growth Option | Change Scheme Equity: Small Cap 6.10 21.75 40.83 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 11.33 11.64 18.81 20.00
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Change Scheme Equity: Large and Mid Cap 6.17 9.27 22.10 15.00
DSP Equity Opportunities Fund-Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 15.98 19.99 28.06 15.00
Mirae Asset Large and Midcap Fund - Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 5.23 13.29 26.25 20.00
Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap 6.75 18.71 28.21 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap 8.19 13.43 23.75 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 9.45 17.84 28.43 25.00
Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap 6.75 18.71 28.21 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap 8.19 13.43 23.75 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 8.72 7.06 6.97 25.00
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Change Scheme Debt: Short Duration 8.16 6.74 7.02 25.00
ICICI Prudential Banking and PSU Debt Fund - Growth | Change Scheme Debt: Banking and PSU 8.06 7.06 6.73 25.00
ICICI Prudential All Seasons Bond Fund - Growth | Change Scheme Debt: Dynamic Bond 8.72 7.51 7.11 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 7.77 6.86 6.22 25.00
Aditya Birla Sun Life Liquid Fund - Growth | Change Scheme Debt: Liquid 7.32 6.72 5.44 25.00

Grand Total:

Notes:

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