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 | 9.5 | 109,845 |
3 Year Return | 23.61 | 183,778 |
5 Year Return | 8.47 | 151,686 |
10 Year Return | 15.16 | 411,936 |
HDFC Mid-Cap Opportunities Fund - Growth Plan
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 26.07 | 125,485 |
3 Year Return | 36.85 | 247,437 |
5 Year Return | 14.05 | 194,895 |
10 Year Return | 19.93 | 612,193 |
Nippon India Small Cap Fund - Growth Plan - Growth Option
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 26.87 | 125,694 |
3 Year Return | 49.5 | 326,173 |
5 Year Return | 18.42 | 236,283 |
10 Year Return | 26.91 | 1,078,280 |
ICICI Prudential Equity & Debt Fund - Growth
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 13.43 | 113,750 |
3 Year Return | 28.67 | 210,488 |
5 Year Return | 14.82 | 200,080 |
10 Year Return | 16.16 | 448,192 |
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 | 9.5 | 109,845 |
3 Year Return | 23.61 | 183,778 |
5 Year Return | 8.47 | 151,686 |
10 Year Return | 15.16 | 411,936 |
DSP Equity Opportunities Fund-Regular Plan - Growth
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 14.7 | 114,940 |
3 Year Return | 26.23 | 196,440 |
5 Year Return | 11.75 | 175,815 |
10 Year Return | 15.6 | 428,229 |
Nippon India Large Cap Fund- Growth Plan -Growth Option
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 21.2 | 121,245 |
3 Year Return | 31.38 | 220,410 |
5 Year Return | 13.0 | 185,704 |
10 Year Return | 15.58 | 427,913 |
SBI Blue Chip Fund-Regular Plan Growth
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 15.92 | 116,229 |
3 Year Return | 26.29 | 197,666 |
5 Year Return | 11.76 | 175,214 |
10 Year Return | 14.86 | 403,099 |
SBI Equity Hybrid Fund - Regular Plan -Growth
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 7.9 | 108,364 |
3 Year Return | 19.04 | 166,091 |
5 Year Return | 10.68 | 166,890 |
10 Year Return | 13.88 | 366,988 |
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 | 12.72 | 113,189 |
3 Year Return | 25.29 | 192,799 |
5 Year Return | 10.79 | 167,894 |
10 Year Return | 13.81 | 366,199 |
SBI Blue Chip Fund-Regular Plan Growth
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 15.92 | 116,229 |
3 Year Return | 26.29 | 197,666 |
5 Year Return | 11.76 | 175,214 |
10 Year Return | 14.86 | 403,099 |
ICICI Prudential Equity & Debt Fund - Growth
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 13.43 | 113,750 |
3 Year Return | 28.67 | 210,488 |
5 Year Return | 14.82 | 200,080 |
10 Year Return | 16.16 | 448,192 |
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 | 13.43 | 113,750 |
3 Year Return | 28.67 | 210,488 |
5 Year Return | 14.82 | 200,080 |
10 Year Return | 16.16 | 448,192 |
SBI Equity Hybrid Fund - Regular Plan -Growth
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 7.9 | 108,364 |
3 Year Return | 19.04 | 166,091 |
5 Year Return | 10.68 | 166,890 |
10 Year Return | 13.88 | 366,988 |
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 14.54 | 114,359 |
3 Year Return | 22.1 | 178,389 |
5 Year Return | 10.06 | 162,356 |
10 Year Return | 12.9 | 337,135 |
HDFC Equity Savings Fund - GROWTH PLAN
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 8.97 | 108,972 |
3 Year Return | 14.53 | 149,396 |
5 Year Return | 8.27 | 149,101 |
10 Year Return | 9.42 | 246,014 |
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 | 8.58 | 108,556 |
3 Year Return | 5.92 | 118,854 |
5 Year Return | 7.79 | 145,603 |
10 Year Return | 9.26 | 242,240 |
UTI Dynamic Bond Fund - Regular Plan - Growth Option
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 5.98 | 106,049 |
3 Year Return | 9.23 | 130,581 |
5 Year Return | 5.87 | 133,057 |
10 Year Return | 7.3 | 202,045 |
Axis Strategic Bond Fund - Regular Plan - Growth Option
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 7.57 | 107,584 |
3 Year Return | 6.5 | 120,783 |
5 Year Return | 7.06 | 140,691 |
10 Year Return | 7.58 | 207,344 |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 8.04 | 108,111 |
3 Year Return | 13.72 | 146,185 |
5 Year Return | 7.2 | 142,130 |
10 Year Return | 9.82 | 255,070 |
ICICI Prudential Regular Savings Fund - Plan - Growth
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 7.97 | 108,008 |
3 Year Return | 10.29 | 133,296 |
5 Year Return | 8.44 | 150,276 |
10 Year Return | 9.79 | 254,137 |
HDFC Equity Savings Fund - GROWTH PLAN
Period | Annualized Return (%) |
Value of Rs.1 Lakh Invested |
---|---|---|
1 Year Return | 8.97 | 108,972 |
3 Year Return | 14.53 | 149,396 |
5 Year Return | 8.27 | 149,101 |
10 Year Return | 9.42 | 246,014 |