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 36.01 14.05 15.74 30.00
Mirae Asset Large and Midcap Fund - Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 41.27 18.25 21.28 15.00
HDFC Mid-Cap Opportunities Fund - Growth Plan | Change Scheme Equity: Mid Cap 57.31 29.10 25.99 20.00
Nippon India Small Cap Fund - Growth Plan - Growth Option | Change Scheme Equity: Small Cap 59.04 33.91 32.19 20.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive 39.85 24.29 21.14 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 36.01 14.05 15.74 15.00
DSP Equity Opportunities Fund-Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 48.03 20.15 20.37 15.00
Mirae Asset Large and Midcap Fund - Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 41.27 18.25 21.28 20.00
Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap 42.08 24.73 18.49 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap 25.92 16.04 16.08 15.00
SBI Equity Hybrid Fund - Regular Plan -Growth | Change Scheme Hybrid: Aggressive 26.11 13.63 14.18 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 42.08 24.73 18.49 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap 25.92 16.04 16.08 15.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive 39.85 24.29 21.14 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 7.23 5.85 6.96 25.00
ICICI Prudential All Seasons Bond Fund - Growth | Change Scheme Debt: Dynamic Bond 7.20 5.88 7.62 25.00
Axis Strategic Bond Fund - Regular Plan - Growth Option | Change Scheme Debt: Medium Duration 6.99 5.90 6.78 25.00
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Change Scheme Debt: Short Duration 6.69 5.53 6.88 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 7.24 5.62 5.23 25.00
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Change Scheme Debt: Ultra Short Duration 7.39 5.81 6.19 25.00

Notes:

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

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NSE India (National Stock Exchange of India Ltd)
[NSE: MFS77440]
AMFI (Association of Mutual Funds in India) Certified Mutual Fund Distributor. ARN No. 77440

Initial Registration on - 22.10.2009 | Valid till - 30.11.2026

Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing.