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 Large & Mid Cap Fund - Regular Growth | Change Scheme Equity: Large and Mid Cap -4.07 13.65 18.32 30.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive 2.85 19.30 25.07 15.00
HDFC Mid Cap Fund - Growth Plan | Change Scheme Equity: Mid Cap 0.85 26.48 30.93 20.00
Mirae Asset Large & Midcap Fund - Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap -3.71 15.39 21.69 15.00
Nippon India Small Cap Fund - Growth Plan - Growth Option | Change Scheme Equity: Small Cap -6.43 24.75 35.79 20.00

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 Large & Mid Cap Fund - Regular Growth | Change Scheme Equity: Large and Mid Cap -4.07 13.65 18.32 15.00
SBI Equity Hybrid Fund - Regular Plan -Growth | Change Scheme Hybrid: Aggressive 6.64 13.65 16.49 20.00
SBI Large Cap FUND-REGULAR PLAN GROWTH | Change Scheme Equity: Large Cap 0.51 14.45 19.40 15.00
DSP Large & Mid Cap Fund - Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap -3.31 19.84 22.96 15.00
Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap -0.15 19.74 24.96 15.00
Mirae Asset Large & Midcap Fund - Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap -3.71 15.39 21.69 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
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive 2.85 19.30 25.07 25.00
SBI Large Cap FUND-REGULAR PLAN GROWTH | Change Scheme Equity: Large Cap 0.51 14.45 19.40 15.00
Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap -0.15 19.74 24.96 15.00

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
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Change Scheme Debt: Short Duration 8.89 7.54 6.45 25.00
ICICI Prudential All Seasons Bond Fund - Growth | Change Scheme Debt: Dynamic Bond 9.02 8.17 6.63 25.00
ICICI Prudential Banking and PSU Debt Fund - Growth | Change Scheme Debt: Banking and PSU 8.56 7.82 6.35 25.00
Axis Strategic Bond Fund - Regular Plan - Growth Option | Change Scheme Debt: Medium Duration 9.30 7.97 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 7.04 6.99 5.56 25.00
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Change Scheme Debt: Ultra Short Duration 8.08 7.41 6.13 25.00

Notes:

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

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