Equity Large Cap

Fund Name Scheme Type NAV Minimum Lumpsum (₹) Minimum SIP (₹) Action
Aditya Birla Sun Life Focused Equity Fund EQUITY 61.5919(G) 1000.00 1000
ICICI Prudential Bluechip Fund EQUITY 43.46(G) 100.00 1000
ICICI Prudential Nifty Next 50 Index Fund EQUITY 24.9833(G) 5000.00 1000
SBI Bluechip Fund EQUITY 41.2209(G) 5000.00 500
Aditya Birla Sun Life Frontline Equity Fund EQUITY 228.96(G) 100.00 1000
Nippon India Large Cap Fund EQUITY 34.7341(G) 100.00 500
Nippon India Large Cap Fund EQUITY 34.7341(G) 100.00 500
JM Core 11 Fund EQUITY 9.384(G) 5000.00 0

Equity Large & Mid Cap

Fund Name Scheme Type NAV Minimum Lumpsum (₹) Minimum SIP (₹) Action
DSP Equity Opportunities Fund EQUITY 230.281 (G) 500.00 500
LIC MF Large & Mid Cap Fund - Regular Plan EQUITY 15.9348 (G) 5000.00 1000

Equity - Multi Cap

Fund Name Scheme Type NAV Minimum Lumpsum (₹) Minimum SIP (₹) Action
SBI Focused Equity Fund EQUITY 150.658 (G) 5000.00 500
SBI Magnum Multicap Fund EQUITY 50.8389 (G) 1000.00 500
Edelweiss Multi Cap Fund - Regular Plan EQUITY 14.84 (G) 5000.00 1000
Mirae Asset India Equity Fund - Regular Plan EQUITY 53.085 (G) 5000.00 1000

Equity - Mid Cap

Fund Name Scheme Type NAV Minimum Lumpsum (₹) Minimum SIP (₹) Action
L&T Midcap Fund EQUITY 130.17 (G) 5000.00 500
Franklin India Prima Fund EQUITY 949.94 (G) 5000.00 500
DSP Midcap Fund - Regular Plan EQUITY 56.114 (G) 500.00 500
HDFC Mid-Cap Opportunities Fund EQUITY 52.711 (G) 5000.00 1000

Equity - Small Cap

Fund Name Scheme Type NAV Minimum Lumpsum (₹) Minimum SIP (₹) Action
Franklin India Smaller Companies Fund EQUITY 48.9261 (G) 5000.00 500
HDFC Small Cap Fund - Regular Plan EQUITY 38.208 (G) 5000.00 500
L&T Emerging Businesses Fund EQUITY 22.54 (G) 5000.00 0

Equity- Value-Oriented

Fund Name Scheme Type NAV Minimum Lumpsum (₹) Minimum SIP (₹) Action
Tata Equity PE Fund - Regular Plan EQUITY 136.6977 (G) 5000.00 500
Invesco India Contra Fund EQUITY 48.28 (G) 1000.00 0

Equity- Tax Saving

Fund Name Scheme Type NAV Minimum Lumpsum (₹) Minimum SIP (₹) Action
Aditya Birla Sun Life Tax Relief 96 ELSS 31.47 (G) 500.00 500
DSP Tax Saver Fund ELSS 50.734 (G) 500.00 500
Tata India Tax Savings Fund ELSS 18.9365 (G) 500.00 500
Motilal Oswal Long Term Equity Fund ELSS 18.548 (G) 500.00 500
Axis Long Term Equity Fund ELSS 48.9571 (G) 500.00 2000
Invesco India Tax Plan ELSS 53 (G) 500.00 0
Mirae Asset Tax Saver Fund ELSS 18.624 (G) 500.00 0

Hybrid- Equity Savings

Fund Name Scheme Type NAV Minimum Lumpsum (₹) Minimum SIP (₹) Action
Edelweiss Equity Savings Fund EQUITY 14.4439 (G) 5000.00 1000
ICICI Prudential Equity Savings Fund EQUITY 14.48 (G) 5000.00 1000
Kotak Equity Savings Fund EQUITY 14.8151 (G) 5000.00 0

Hybrid- Aggressive (Equity Oriented)

Fund Name Scheme Type NAV Minimum Lumpsum (₹) Minimum SIP (₹) Action
SBI Equity Hybrid Fund EQUITY 143.2699 (G) 1000.00 500
HDFC Hybrid Equity Fund EQUITY 54.272 (G) 5000.00 1000

Hybrid- Conservative (Debt Oriented)

Fund Name Scheme Type NAV Minimum Lumpsum (₹) Minimum SIP (₹) Action
Indiabulls Savings Income Fund DEBT 14.0029 (G) 500.00 500
UTI Regular Savings Fund DEBT 41.1724 (G) 5000.00 500
Tata Retirement Savings Fund EQUITY 20.7697 (G) 5000.00 500
ICICI Prudential Regular Savings Fund DEBT 44.9271 (G) 5000.00 1000
Tata Retirement Savings Fund EQUITY 20.7697 (G) 5000.00 500
Aditya Birla Sun Life Regular Savings Fund DEBT 40.1825 (G) 500.00 1000

Debt - Medium Term

Fund Name Scheme Type NAV Minimum Lumpsum (₹) Minimum SIP (₹) Action
Aditya Birla Sun Life Medium Term Plan DEBT 23.1386 (G) 1000.00 1000
Franklin India Income Opportunities Fund DEBT 22.8719 (G) 5000.00 500
SBI Magnum Medium Duration Fund DEBT 34.5947 (G) 5000.00 500
Axis Strategic Bond Fund DEBT 18.8152 (G) 5000.00 2000
UTI Medium Term Fund DEBT 14.0122 (G) 5000.00 0

Debt - Short Term

Fund Name Scheme Type NAV Minimum Lumpsum (₹) Minimum SIP (₹) Action
Aditya Birla Sun Life Short Term Opportunities Fund DEBT 32.7893 (G) 1000.00 1000
Franklin India Short Term Income Plan DEBT 4093.6766 (G) 5000.00 500
Indiabulls Short Term Fund DEBT 1579.3663 (G) 500.00 500
Baroda Short Term Bond Fund DEBT 20.9914 (G) 5000.00 1000
HDFC Short Term Debt Fund DEBT 21.9367 (G) 5000.00 1000
BOI AXA Short Term Income Fund DEBT 17.0228 (G) 5000.00 0

Debt - Dynamic Bond

Fund Name Scheme Type NAV Minimum Lumpsum (₹) Minimum SIP (₹) Action
Baroda Dynamic Bond Fund DEBT 16.5716 (G) 5000.00 1000
Franklin India Dynamic Accrual Fund DEBT 69.049 (G) 10000.00 500
ICICI Prudential All Seasons Bond Fund DEBT 24.5431 (G) 5000.00 1000
Kotak Dynamic Bond Fund - Regular Plan DEBT 25.9936 (G) 5000.00 0

Debt - Corporate Bond

Fund Name Scheme Type NAV Minimum Lumpsum (₹) Minimum SIP (₹) Action
Aditya Birla Sun Life Corporate Bond Fund DEBT 76.0563 (G) 100.00 1000
HDFC Corporate Bond Fund DEBT 22.1487 (G) 5000.00 1000
Franklin India Corporate Debt Fund DEBT 69.951 (G) 10000.00 500
Kotak Corporate Bond Fund - Standard Plan DEBT 2625.9704 (G) 5000.00 1000

*Mutual fund investments are subject to market risks. Please read the offer document(s) carefully before investing.
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