Tenure Linked Investments

Very Long Term (10 Years & above)

Scheme Name Category 1 Year Return 3 Year Return 5 Year Return Allocation Percentage Allocation Amount
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Change Scheme Equity: Large and Mid Cap 35.23 10.85 15.42 30.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme Equity: Large and Mid Cap 45.43 18.14 22.38 15.00
HDFC Mid-Cap Opportunities Fund - Growth Option | Change Scheme Equity: Mid Cap 41.92 10.08 16.71 20.00
Nippon India Small Cap Fund - Growth Plan - Growth Option | Change Scheme Equity: Small Cap 56.36 10.54 20.51 20.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive 35.96 11.54 14.95 15.00

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
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Change Scheme Equity: Large and Mid Cap 35.23 10.85 15.42 15.00
DSP Equity Opportunities Fund-Regular Plan - Growth | Change Scheme Equity: Large and Mid Cap 34.59 11.83 16.70 15.00
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | Change Scheme Equity: Large and Mid Cap 45.43 18.14 22.38 20.00
Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap 32.38 10.05 14.65 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap 39.79 12.83 14.64 15.00
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth | Change Scheme Hybrid: Aggressive 22.96 12.68 13.89 20.00

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
Nippon India Large Cap Fund- Growth Plan -Growth Option | Change Scheme Equity: Large Cap 32.38 10.05 14.65 15.00
SBI Blue Chip Fund-Regular Plan Growth | Change Scheme Equity: Large Cap 39.79 12.83 14.64 15.00
ICICI Prudential Equity & Debt Fund - Growth | Change Scheme Hybrid: Aggressive 35.96 11.54 14.95 25.00
L&T Equity Savings Fund - Regular Plan - Growth | Change Scheme Hybrid: Equity Savings 18.65 6.44 7.79 20.00

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
ICICI Prudential Banking and PSU Debt Fund - Growth | Change Scheme Debt: Banking and PSU 7.01 8.03 8.44 25.00
ICICI Prudential All Seasons Bond Fund - Growth | Change Scheme Debt: Dynamic Bond 8.00 9.18 9.81 25.00
Axis Strategic Bond Fund - Regular Plan - Growth Option | Change Scheme Debt: Medium Duration 7.32 7.74 8.51 25.00
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Change Scheme Debt: Short Duration 9.22 8.33 8.25 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 Liquid Fund - Growth | Change Scheme Debt: Liquid 3.84 5.89 6.37 25.00
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Change Scheme Debt: Ultra Short Duration 6.21 7.43 7.71 25.00
Franklin India Ultra Short Bond Fund - Retail - Growth | Change Scheme Debt: Ultra Short Duration 7.92 7.00 7.52 25.00

Grand Total:

Notes:

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

Do you have an Investment or Mutual Fund Query Post Your Query