Aggressive = Equity Funds 70% | Balanced Fund 30%
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 3.5 | 103,538 |
3 Year Return | 10.29 | 132,886 |
5 Year Return | 21.13 | 256,631 |
10 Year Return | 11.56 | 304,996 |
HDFC Mid-Cap Opportunities Fund - Growth Plan
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 9.74 | 109,505 |
3 Year Return | 24.78 | 191,155 |
5 Year Return | 33.48 | 416,333 |
10 Year Return | 17.09 | 497,678 |
Nippon India Small Cap Fund - Growth Plan - Growth Option
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 1.77 | 101,257 |
3 Year Return | 21.49 | 177,453 |
5 Year Return | 38.81 | 509,430 |
10 Year Return | 20.56 | 666,093 |
ICICI Prudential Equity & Debt Fund - Growth
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 9.81 | 110,251 |
3 Year Return | 18.66 | 165,890 |
5 Year Return | 27.35 | 334,156 |
10 Year Return | 15.41 | 424,194 |
Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 3.5 | 103,538 |
3 Year Return | 10.29 | 132,886 |
5 Year Return | 21.13 | 256,631 |
10 Year Return | 11.56 | 304,996 |
DSP Equity Opportunities Fund-Regular Plan - Growth
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 12.16 | 112,000 |
3 Year Return | 20.47 | 172,902 |
5 Year Return | 26.54 | 320,279 |
10 Year Return | 15.22 | 422,586 |
Nippon India Large Cap Fund- Growth Plan -Growth Option
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 6.14 | 106,679 |
3 Year Return | 20.07 | 170,830 |
5 Year Return | 27.24 | 331,320 |
10 Year Return | 13.76 | 366,467 |
SBI Blue Chip Fund-Regular Plan Growth
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 8.71 | 109,329 |
3 Year Return | 14.28 | 146,781 |
5 Year Return | 22.64 | 272,998 |
10 Year Return | 12.25 | 322,977 |
SBI Equity Hybrid Fund - Regular Plan -Growth
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 11.74 | 111,889 |
3 Year Return | 12.59 | 141,353 |
5 Year Return | 18.43 | 230,993 |
10 Year Return | 11.78 | 308,191 |
Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
Aditya Birla Sun Life Frontline Equity Fund-Growth
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 8.97 | 109,481 |
3 Year Return | 15.18 | 150,775 |
5 Year Return | 23.21 | 280,504 |
10 Year Return | 12.14 | 318,663 |
SBI Blue Chip Fund-Regular Plan Growth
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 8.71 | 109,329 |
3 Year Return | 14.28 | 146,781 |
5 Year Return | 22.64 | 272,998 |
10 Year Return | 12.25 | 322,977 |
ICICI Prudential Equity & Debt Fund - Growth
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 9.81 | 110,251 |
3 Year Return | 18.66 | 165,890 |
5 Year Return | 27.35 | 334,156 |
10 Year Return | 15.41 | 424,194 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
ICICI Prudential Equity & Debt Fund - Growth
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 9.81 | 110,251 |
3 Year Return | 18.66 | 165,890 |
5 Year Return | 27.35 | 334,156 |
10 Year Return | 15.41 | 424,194 |
SBI Equity Hybrid Fund - Regular Plan -Growth
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 11.74 | 111,889 |
3 Year Return | 12.59 | 141,353 |
5 Year Return | 18.43 | 230,993 |
10 Year Return | 11.78 | 308,191 |
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 5.1 | 105,174 |
3 Year Return | 12.44 | 140,695 |
5 Year Return | 18.56 | 233,095 |
10 Year Return | 9.72 | 257,018 |
HDFC Equity Savings Fund - GROWTH PLAN
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 6.13 | 106,321 |
3 Year Return | 9.99 | 132,370 |
5 Year Return | 13.51 | 188,444 |
10 Year Return | 9.45 | 247,910 |
Conservative = Income Funds 50% | Hybrid Debt Funds (MIP) 30% | Equity Savings Fund 20%
ICICI Prudential All Seasons Bond Fund - Growth
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 10.4 | 110,373 |
3 Year Return | 7.99 | 125,943 |
5 Year Return | 7.23 | 142,166 |
10 Year Return | 8.1 | 218,024 |
UTI Dynamic Bond Fund - Regular Plan - Growth Option
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 10.45 | 110,383 |
3 Year Return | 9.79 | 132,321 |
5 Year Return | 9.01 | 153,987 |
10 Year Return | 6.92 | 195,239 |
Axis Strategic Bond Fund - Regular Plan - Growth Option
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 10.09 | 110,068 |
3 Year Return | 7.63 | 124,654 |
5 Year Return | 7.2 | 142,060 |
10 Year Return | 7.59 | 207,860 |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 10.26 | 110,293 |
3 Year Return | 8.59 | 127,754 |
5 Year Return | 12.51 | 180,771 |
10 Year Return | 8.51 | 227,994 |
ICICI Prudential Regular Savings Fund - Plan - Growth
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 9.49 | 109,556 |
3 Year Return | 9.85 | 132,214 |
5 Year Return | 10.92 | 168,142 |
10 Year Return | 9.29 | 244,186 |
HDFC Equity Savings Fund - GROWTH PLAN
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 6.13 | 106,321 |
3 Year Return | 9.99 | 132,370 |
5 Year Return | 13.51 | 188,444 |
10 Year Return | 9.45 | 247,910 |