The names of the Fund Option viz Life Corporate Bond Fund 1, Life Money Market Fund 1, Life Gilt Fund 1, Life Equity Fund 3, Life Infrastructure Fund 2, Life Energy Fund 2,
Life Midcap Fund 2, Life Pure Equity Fund 2 and Life Balanced Fund 1 do not in any manner indicate the quality of the Fund Option or their future prospects or returns.
Birla Sun
Life Midcap Fund Growth Direct Plan — 2000 ICICI Prudential Value Discovery Fund Growth Direct Plan — 1500 Mirae Asset India Opportunities Fund Growth Direct Plan — 2000 DSP Black Rock Opportunities Fund Growth Direct Plan — 2500 SBI Blue Chip Fund Growth Direct Plan — 2000 IDFC Super Saver Income Fund Short Term Growth Direct Plan — 1000 Reliance Dynamic Bond Fund Growth Direct Plan — 500 DSP Black Rock Income Opportunities Fund Growth Direct Plan — 500 ICICI Prudential Flexible Income Plan Growth Direct Plan — 1000 HDFC Gold Fund Growth Direct Plan — 500 Motilal Oswal MOSt Focused Multicap 35 Fund Growth Direct Plan — 1500 Franklin India Smaller Companies Fund Growth Direct Plan — 1500
Not exact matches
I currently have investments in 4 mutual
funds, Birla Sun
Life New Millennium
Fund - Growth, RELIANCE PHARMA FUND — GROWTH PLAN — GROWTH, SBI Small & Midcap Fund — Regular Plan — Growth -, UTI - PHARMA & HEALTHCARE FUND - GRO
Fund - Growth, RELIANCE PHARMA
FUND — GROWTH PLAN — GROWTH, SBI Small & Midcap Fund — Regular Plan — Growth -, UTI - PHARMA & HEALTHCARE FUND - GRO
FUND — GROWTH PLAN — GROWTH, SBI Small &
Midcap Fund — Regular Plan — Growth -, UTI - PHARMA & HEALTHCARE FUND - GRO
Fund — Regular Plan — Growth -, UTI - PHARMA & HEALTHCARE
FUND - GRO
FUND - GROWTH.
Aim to start SIP in Aditya Birla Sun
Life Small &
Midcap Fund, do so for at least 5 years for best returns.
Asset Class
Fund Large Cap IDBI India Top 100 Equity
Fund — Growth Mid Cap Motilal Oswal M0st focused
MidCap 30
Fund — Growth Index IDBI Nifty Index
Fund — Growth MidTerm Corp Bond DHFL Pramerica Medium Term Income
Fund GILT IDFC GSF — Provident
Fund — Growth Commodities Birla Sun
Life Gold
Fund — Growth ShortTerm Corp Bond Principal Short Term Income
Fund — Growth
Birla Sun
Life Frontline Equity
Fund — Direct Plan (G) 4000 / - Franklin India Bluechip fund growth 4000 / - ICICI Prudential Value Discovery Fund (G) 5000 / - IDBI NIFTY index fund 5000 / - Motilal Oswal MOSt Focused Midcap 30 Fund — Direct Plan 6000 / - ICICI Prudential Balanced Fund (G) 2000
Fund — Direct Plan (G) 4000 / - Franklin India Bluechip
fund growth 4000 / - ICICI Prudential Value Discovery Fund (G) 5000 / - IDBI NIFTY index fund 5000 / - Motilal Oswal MOSt Focused Midcap 30 Fund — Direct Plan 6000 / - ICICI Prudential Balanced Fund (G) 2000
fund growth 4000 / - ICICI Prudential Value Discovery
Fund (G) 5000 / - IDBI NIFTY index fund 5000 / - Motilal Oswal MOSt Focused Midcap 30 Fund — Direct Plan 6000 / - ICICI Prudential Balanced Fund (G) 2000
Fund (G) 5000 / - IDBI NIFTY index
fund 5000 / - Motilal Oswal MOSt Focused Midcap 30 Fund — Direct Plan 6000 / - ICICI Prudential Balanced Fund (G) 2000
fund 5000 / - Motilal Oswal MOSt Focused
Midcap 30
Fund — Direct Plan 6000 / - ICICI Prudential Balanced Fund (G) 2000
Fund — Direct Plan 6000 / - ICICI Prudential Balanced
Fund (G) 2000
Fund (G) 2000 / -
Fund name Amount invested / % allocation / mode 1 Birla Sun
Life Frontline Equity
Fund 24000 / 6.37 % / SIP 2 Franklin India Prima
Fund (G) 12000 / 3.18 % / SIP 3 ICICI Prudential Value Discovery
Fund 22000 / 5.84 % / SIP 4 Motilal Oswal MOSt Focused
Midcap 30
Fund 10000 / 2.65 % / SIP 5 IDBI Diversified Equity
Fund 18000 / 4.77 % / SIP 6 IDBI Equity Advantage
Fund 80000 / 21.22 % / Onetime 7 Mirae Asset India Opportunities
Fund 33000 / 8.75 % / SIP 8 IDBI Nifty Junior Index
Fund (G) 48000 / 12.73 % / SIP 9 ICICI Prudential Balanced
Fund 30000 / 7.96 % / Onetime 10 Franklin Build India
Fund (G) 25000 / 6.63 % / Onetime 11 UTI — Short Term Income
Fund - Institutional Growth Option 40000 / 10.61 % / SIP 12 Tata Dynamic Bond
Fund Direct Plan — Growth 35000 / 9.28 % / Onetime
Currently I am having 2 SIP's (1) Birla Sun
life Manufacturing Equity
Fund (Direct Plan) & (2) HDFC Small &
Midcap Fund (Regular Plan) with the amt of Rs. 1,000 / - per month which have been running since 1.5 years and want to continue till 5.00 years (remaining 3.5 years)
SBI Magnum
MidCap Fund — Gr — 2000 rs Mirae Asset Emerging Bluechip Fund — Gr — rs. 2000 Birla Sun Life Frontline Equity Fund — Gr — rs. 2000 Birla Sun Life Monthly Income Plan II — Wealth 25 — Gr — rs. 2000 Tata Balanced Fund — Regular Plan — Gr — rs 2000 ICICI Prudential Value Discovery Fund Gr — rs. 1000 UTI MNC Fund — Gr — rs500 Axis MidCap Fund — Gr - rs5500 Axis Long Term Equity Fund — Gr — rs. 1000 Kotak Emerging Equity Scheme — Gr - rs. 4000 Motilal Oswal Most Focused Midcap 30 Fund — Gr — rs. 2000 Motilal Oswal MOSt Focused Multicap 35 Fund — Gr — rs. 3000 Reliance Pharma Fund — Gr — rs. 3000 Reliance Small Cap Fund — Gr - rs3000 Sundaram Select MidCap — Gr — rs5000 Canara Robeco Emerging Equities — Growth — rs1000 HDFC Mid Cap Opportunities Fund Growth — rs1000 UTI - Transportation and Logistics Fund - Growth — rs500 UTI - Transportation and Logistics Fund - Growth — rs500 DSP BlackRock Micro Cap Fund — Gr —
MidCap Fund — Gr — 2000 rs Mirae Asset Emerging Bluechip
Fund — Gr — rs. 2000 Birla Sun
Life Frontline Equity
Fund — Gr — rs. 2000 Birla Sun
Life Monthly Income Plan II — Wealth 25 — Gr — rs. 2000 Tata Balanced
Fund — Regular Plan — Gr — rs 2000 ICICI Prudential Value Discovery
Fund Gr — rs. 1000 UTI MNC
Fund — Gr — rs500 Axis
MidCap Fund — Gr - rs5500 Axis Long Term Equity Fund — Gr — rs. 1000 Kotak Emerging Equity Scheme — Gr - rs. 4000 Motilal Oswal Most Focused Midcap 30 Fund — Gr — rs. 2000 Motilal Oswal MOSt Focused Multicap 35 Fund — Gr — rs. 3000 Reliance Pharma Fund — Gr — rs. 3000 Reliance Small Cap Fund — Gr - rs3000 Sundaram Select MidCap — Gr — rs5000 Canara Robeco Emerging Equities — Growth — rs1000 HDFC Mid Cap Opportunities Fund Growth — rs1000 UTI - Transportation and Logistics Fund - Growth — rs500 UTI - Transportation and Logistics Fund - Growth — rs500 DSP BlackRock Micro Cap Fund — Gr —
MidCap Fund — Gr - rs5500 Axis Long Term Equity
Fund — Gr — rs. 1000 Kotak Emerging Equity Scheme — Gr - rs. 4000 Motilal Oswal Most Focused
Midcap 30 Fund — Gr — rs. 2000 Motilal Oswal MOSt Focused Multicap 35 Fund — Gr — rs. 3000 Reliance Pharma Fund — Gr — rs. 3000 Reliance Small Cap Fund — Gr - rs3000 Sundaram Select MidCap — Gr — rs5000 Canara Robeco Emerging Equities — Growth — rs1000 HDFC Mid Cap Opportunities Fund Growth — rs1000 UTI - Transportation and Logistics Fund - Growth — rs500 UTI - Transportation and Logistics Fund - Growth — rs500 DSP BlackRock Micro Cap Fund — Gr —
Midcap 30
Fund — Gr — rs. 2000 Motilal Oswal MOSt Focused Multicap 35
Fund — Gr — rs. 3000 Reliance Pharma
Fund — Gr — rs. 3000 Reliance Small Cap
Fund — Gr - rs3000 Sundaram Select
MidCap — Gr — rs5000 Canara Robeco Emerging Equities — Growth — rs1000 HDFC Mid Cap Opportunities Fund Growth — rs1000 UTI - Transportation and Logistics Fund - Growth — rs500 UTI - Transportation and Logistics Fund - Growth — rs500 DSP BlackRock Micro Cap Fund — Gr —
MidCap — Gr — rs5000 Canara Robeco Emerging Equities — Growth — rs1000 HDFC Mid Cap Opportunities
Fund Growth — rs1000 UTI - Transportation and Logistics
Fund - Growth — rs500 UTI - Transportation and Logistics
Fund - Growth — rs500 DSP BlackRock Micro Cap
Fund — Gr — rs1000
Asset Class
Fund Large Cap IDBI India Top 100 Equity
Fund — Growth Mid Cap Motilal Oswal M0st focused
MidCap 30
Fund — Growth Index IDBI Nifty Index
Fund — Growth MidTerm Corp Bond DHFL Pramerica Medium Term Income
Fund GILT IDFC GSF — Provident
Fund — Growth Commodities Birla Sun
Life Gold
Fund — Growth ShortTerm Corp Bond Principal Short Term Income
Fund — Growth