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 0.46 17.99 19.46 30.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive 6.70 21.98 25.52 15.00
HDFC Mid Cap Fund - Growth Plan | Change Scheme Equity: Mid Cap 6.91 30.99 32.33 20.00
Mirae Asset Large & Midcap Fund - Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 1.46 19.35 22.88 15.00
Nippon India Small Cap Fund - Growth Plan - Growth Option | Change Scheme Equity: Small Cap -0.57 29.32 37.53 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 0.46 17.99 19.46 15.00
SBI Equity Hybrid Fund - Regular Plan -Growth | Change Scheme Hybrid: Aggressive 9.16 16.39 17.23 20.00
SBI Large Cap FUND-REGULAR PLAN GROWTH | Change Scheme Equity: Large Cap 3.88 17.59 20.23 15.00
DSP Large & Mid Cap Fund - Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 1.72 23.88 24.06 15.00
Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap 3.15 23.45 25.46 15.00
Mirae Asset Large & Midcap Fund - Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 1.46 19.35 22.88 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 6.70 21.98 25.52 25.00
SBI Large Cap FUND-REGULAR PLAN GROWTH | Change Scheme Equity: Large Cap 3.88 17.59 20.23 15.00
Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap 3.15 23.45 25.46 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 9.05 7.56 6.47 25.00
ICICI Prudential All Seasons Bond Fund - Growth | Change Scheme Debt: Dynamic Bond 9.42 8.34 6.66 25.00
ICICI Prudential Banking and PSU Debt Fund - Growth | Change Scheme Debt: Banking and PSU 8.75 7.84 6.33 25.00
Axis Strategic Bond Fund - Regular Plan - Growth Option | Change Scheme Debt: Medium Duration 9.62 8.14 6.94 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 7.11 6.98 5.54 25.00
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Change Scheme Debt: Ultra Short Duration 8.15 7.37 6.11 25.00

Notes:

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

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