Tenure Linked Investments

Very Long Term (10 Years & above)

Scheme Name Category 1 Year Return 3 Year Return 5 Year Return Allocation Percentage
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Change Scheme Equity: Large and Mid Cap -14.14 10.28 6.53 30.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme Equity: Large and Mid Cap -4.34 18.38 13.41 15.00
HDFC Mid-Cap Opportunities Fund - Growth Plan | Change Scheme Equity: Mid Cap 8.85 22.45 12.28 20.00
Nippon India Small Cap Fund - Growth Plan - Growth Option | Change Scheme Equity: Small Cap 3.59 31.12 15.13 20.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive 6.70 21.19 13.23 15.00

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
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Change Scheme Equity: Large and Mid Cap -14.14 10.28 6.53 15.00
DSP Equity Opportunities Fund-Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 0.86 15.35 10.32 15.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme Equity: Large and Mid Cap -4.34 18.38 13.41 20.00
Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap 7.22 17.21 10.56 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap 3.68 16.12 10.62 15.00
SBI Equity Hybrid Fund - Regular Plan -Growth | Change Scheme Hybrid: Aggressive - 11.54 9.94 20.00

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
Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap 7.22 17.21 10.56 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap 3.68 16.12 10.62 15.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive 6.70 21.19 13.23 25.00

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
ICICI Prudential Banking and PSU Debt Fund - Growth | Change Scheme Debt: Banking and PSU 5.35 5.76 6.77 25.00
ICICI Prudential All Seasons Bond Fund - Growth | Change Scheme Debt: Dynamic Bond 6.10 6.58 7.49 25.00
Axis Strategic Bond Fund - Regular Plan - Growth Option | Change Scheme Debt: Medium Duration 4.75 6.33 6.72 25.00
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Change Scheme Debt: Short Duration 4.79 6.34 6.90 25.00

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
Aditya Birla Sun Life Liquid Fund - Growth | Change Scheme Debt: Liquid 5.13 4.16 5.28 25.00
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Change Scheme Debt: Ultra Short Duration 5.04 5.20 6.37 25.00

Notes:

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