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Aggressive = Equity Funds 70% | Balanced Fund 30%

Model Portfolio Return

Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth

Category: Equity: Large and Mid Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 3.09 103,060
3 Year Return 15.08 151,380
5 Year Return 13.09 184,065
10 Year Return 12.17 314,401
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HDFC Mid Cap Fund - Growth Plan

Category: Equity: Mid Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 6.55 106,578
3 Year Return 25.95 198,470
5 Year Return 25.63 310,289
10 Year Return 18.18 528,449
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Nippon India Small Cap Fund - Growth Plan - Growth Option

Category: Equity: Small Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return -4.75 95,027
3 Year Return 22.23 180,311
5 Year Return 27.6 334,547
10 Year Return 19.65 601,514
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ICICI Prudential Equity & Debt Fund - Growth

Category: Hybrid: Aggressive
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 12.55 112,380
3 Year Return 19.62 170,025
5 Year Return 21.99 268,408
10 Year Return 16.14 444,916
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Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%

Model Portfolio Return

Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth

Category: Equity: Large and Mid Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 3.09 103,060
3 Year Return 15.08 151,380
5 Year Return 13.09 184,065
10 Year Return 12.17 314,401
Invest Now Fund Details

DSP Large & Mid Cap Fund - Regular Plan - Growth

Category: Equity: Large and Mid Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 6.67 106,585
3 Year Return 20.84 175,405
5 Year Return 19.42 240,870
10 Year Return 15.77 430,443
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Nippon India Large Cap Fund- Growth Plan -Growth Option

Category: Equity: Large Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 8.23 108,239
3 Year Return 19.64 170,128
5 Year Return 20.44 251,922
10 Year Return 14.88 398,198
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SBI Large Cap FUND-REGULAR PLAN GROWTH

Category: Equity: Large Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 8.57 108,498
3 Year Return 14.74 150,135
5 Year Return 15.13 200,353
10 Year Return 13.01 338,071
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SBI Equity Hybrid Fund - Regular Plan -Growth

Category: Hybrid: Aggressive
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 11.7 111,769
3 Year Return 14.46 149,127
5 Year Return 13.76 189,716
10 Year Return 12.39 320,851
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Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%

Model Portfolio Return

Aditya Birla Sun Life Large Cap Fund-Growth

Category: Equity: Large Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 8.54 108,423
3 Year Return 15.88 154,802
5 Year Return 15.87 207,271
10 Year Return 13.24 344,814
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SBI Large Cap FUND-REGULAR PLAN GROWTH

Category: Equity: Large Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 8.57 108,498
3 Year Return 14.74 150,135
5 Year Return 15.13 200,353
10 Year Return 13.01 338,071
Invest Now Fund Details

ICICI Prudential Equity & Debt Fund - Growth

Category: Hybrid: Aggressive
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 12.55 112,380
3 Year Return 19.62 170,025
5 Year Return 21.99 268,408
10 Year Return 16.14 444,916
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Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%

Model Portfolio Return

ICICI Prudential Equity & Debt Fund - Growth

Category: Hybrid: Aggressive
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 12.55 112,380
3 Year Return 19.62 170,025
5 Year Return 21.99 268,408
10 Year Return 16.14 444,916
Invest Now Fund Details

SBI Equity Hybrid Fund - Regular Plan -Growth

Category: Hybrid: Aggressive
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 11.7 111,769
3 Year Return 14.46 149,127
5 Year Return 13.76 189,716
10 Year Return 12.39 320,851
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Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Category: Hybrid: Aggressive
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 5.57 105,473
3 Year Return 11.77 139,334
5 Year Return 13.48 186,723
10 Year Return 10.37 267,457
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HDFC Equity Savings Fund - GROWTH PLAN

Category: Hybrid: Equity Savings
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 6.59 106,490
3 Year Return 10.33 133,991
5 Year Return 10.82 166,503
10 Year Return 9.85 255,478
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Conservative = Income Funds 50% | Hybrid Debt Funds (MIP) 30% | Equity Savings Fund 20%

Model Portfolio Return

ICICI Prudential All Seasons Bond Fund - Growth

Category: Debt: Dynamic Bond
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 7.27 107,273
3 Year Return 7.64 124,691
5 Year Return 6.36 136,046
10 Year Return 8.1 218,186
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UTI Dynamic Bond Fund - Regular Plan - Growth Option

Category: Debt: Dynamic Bond
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 6.3 106,274
3 Year Return 6.95 122,293
5 Year Return 8.36 149,219
10 Year Return 6.69 191,180
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Axis Strategic Bond Fund - Regular Plan - Growth Option

Category: Debt: Medium Duration
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 8.28 108,333
3 Year Return 8.05 126,172
5 Year Return 6.65 137,867
10 Year Return 7.63 208,730
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Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

Category: Hybrid: Conservative
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 7.11 107,104
3 Year Return 9.12 129,695
5 Year Return 9.22 155,118
10 Year Return 8.68 229,657
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ICICI Prudential Regular Savings Fund - Plan - Growth

Category: Hybrid: Conservative
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 7.78 107,690
3 Year Return 10.17 133,588
5 Year Return 9.17 154,842
10 Year Return 9.48 247,468
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HDFC Equity Savings Fund - GROWTH PLAN

Category: Hybrid: Equity Savings
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 6.59 106,490
3 Year Return 10.33 133,991
5 Year Return 10.82 166,503
10 Year Return 9.85 255,478
Invest Now Fund Details