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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 16.66 116,462
3 Year Return 16.32 159,234
5 Year Return 11.09 167,351
10 Year Return 13.72 353,337
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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 19.81 119,603
3 Year Return 25.74 202,208
5 Year Return 23.47 282,795
10 Year Return 20.07 605,948
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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 9.6 109,949
3 Year Return 21.11 179,432
5 Year Return 24.06 292,415
10 Year Return 22.03 706,137
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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 15.36 115,271
3 Year Return 19.5 171,200
5 Year Return 19.59 243,001
10 Year Return 17.43 487,036
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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 16.66 116,462
3 Year Return 16.32 159,234
5 Year Return 11.09 167,351
10 Year Return 13.72 353,337
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 15.44 115,320
3 Year Return 20.81 178,200
5 Year Return 16.77 214,882
10 Year Return 17.66 491,531
Invest Now Fund Details

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 15.25 115,214
3 Year Return 19.28 170,758
5 Year Return 17.65 222,960
10 Year Return 16.74 452,448
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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 13.94 114,026
3 Year Return 14.8 152,126
5 Year Return 12.5 177,506
10 Year Return 14.21 368,078
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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 14.29 114,160
3 Year Return 15.36 154,463
5 Year Return 12.17 176,310
10 Year Return 13.35 344,625
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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 13.18 113,165
3 Year Return 15.73 156,148
5 Year Return 13.34 184,716
10 Year Return 14.42 373,634
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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 13.94 114,026
3 Year Return 14.8 152,126
5 Year Return 12.5 177,506
10 Year Return 14.21 368,078
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 15.36 115,271
3 Year Return 19.5 171,200
5 Year Return 19.59 243,001
10 Year Return 17.43 487,036
Invest Now Fund Details

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 15.36 115,271
3 Year Return 19.5 171,200
5 Year Return 19.59 243,001
10 Year Return 17.43 487,036
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 14.29 114,160
3 Year Return 15.36 154,463
5 Year Return 12.17 176,310
10 Year Return 13.35 344,625
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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 9.34 109,589
3 Year Return 11.68 140,275
5 Year Return 11.11 167,651
10 Year Return 11.37 289,460
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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 8.82 108,742
3 Year Return 10.44 135,107
5 Year Return 9.68 158,117
10 Year Return 10.63 269,984
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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 6.4 106,413
3 Year Return 7.48 124,174
5 Year Return 6.41 136,419
10 Year Return 8.2 220,389
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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 5.64 105,694
3 Year Return 6.84 121,996
5 Year Return 8.48 150,354
10 Year Return 6.69 191,503
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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 7.89 107,917
3 Year Return 8.0 126,024
5 Year Return 6.75 138,645
10 Year Return 7.67 209,625
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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 9.44 108,935
3 Year Return 9.31 130,993
5 Year Return 8.52 149,856
10 Year Return 9.22 239,949
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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 8.62 108,562
3 Year Return 10.29 134,363
5 Year Return 8.82 152,192
10 Year Return 9.86 255,071
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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 8.82 108,742
3 Year Return 10.44 135,107
5 Year Return 9.68 158,117
10 Year Return 10.63 269,984
Invest Now Fund Details