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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 9.85 109,611
3 Year Return 16.48 157,643
5 Year Return 11.47 172,172
10 Year Return 12.92 332,288
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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 14.17 113,037
3 Year Return 26.15 199,328
5 Year Return 23.7 291,198
10 Year Return 19.27 573,600
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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 3.4 102,485
3 Year Return 21.42 178,529
5 Year Return 25.02 302,965
10 Year Return 21.03 667,427
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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 12.27 112,235
3 Year Return 19.3 170,458
5 Year Return 19.77 247,548
10 Year Return 16.85 470,108
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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 9.85 109,611
3 Year Return 16.48 157,643
5 Year Return 11.47 172,172
10 Year Return 12.92 332,288
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 10.85 110,413
3 Year Return 20.81 176,336
5 Year Return 16.99 219,827
10 Year Return 16.81 466,331
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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 9.88 109,926
3 Year Return 19.05 169,182
5 Year Return 17.91 226,676
10 Year Return 15.82 428,823
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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 9.19 109,658
3 Year Return 14.65 151,235
5 Year Return 12.81 182,574
10 Year Return 13.51 351,680
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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 10.35 110,297
3 Year Return 14.76 151,912
5 Year Return 12.18 177,175
10 Year Return 12.77 330,552
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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 9.06 109,230
3 Year Return 15.76 155,471
5 Year Return 13.54 189,025
10 Year Return 13.76 358,938
Invest Now Fund Details

SBI Large Cap FUND-REGULAR PLAN GROWTH

Category: Equity: Large Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 9.19 109,658
3 Year Return 14.65 151,235
5 Year Return 12.81 182,574
10 Year Return 13.51 351,680
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 12.27 112,235
3 Year Return 19.3 170,458
5 Year Return 19.77 247,548
10 Year Return 16.85 470,108
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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 12.27 112,235
3 Year Return 19.3 170,458
5 Year Return 19.77 247,548
10 Year Return 16.85 470,108
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 10.35 110,297
3 Year Return 14.76 151,912
5 Year Return 12.18 177,175
10 Year Return 12.77 330,552
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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 5.84 105,725
3 Year Return 11.58 139,149
5 Year Return 11.51 171,493
10 Year Return 10.81 276,327
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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 7.15 107,160
3 Year Return 10.38 134,605
5 Year Return 9.81 159,438
10 Year Return 10.31 265,514
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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 6.54 106,489
3 Year Return 7.5 124,271
5 Year Return 6.44 136,661
10 Year Return 8.21 220,096
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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 5.45 105,350
3 Year Return 6.75 121,722
5 Year Return 8.47 150,354
10 Year Return 6.68 190,863
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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 7.74 107,663
3 Year Return 7.89 125,659
5 Year Return 6.73 138,553
10 Year Return 7.65 208,738
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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 8.37 108,238
3 Year Return 9.19 130,288
5 Year Return 8.57 151,128
10 Year Return 9.02 235,666
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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 7.78 107,649
3 Year Return 10.3 134,270
5 Year Return 8.87 153,266
10 Year Return 9.72 251,761
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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 7.15 107,160
3 Year Return 10.38 134,605
5 Year Return 9.81 159,438
10 Year Return 10.31 265,514
Invest Now Fund Details