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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 0.52 100,070
3 Year Return 13.37 147,557
5 Year Return 13.87 190,754
10 Year Return 12.36 321,921
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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 5.94 105,047
3 Year Return 24.58 194,964
5 Year Return 26.08 316,554
10 Year Return 18.41 542,444
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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 -8.02 91,199
3 Year Return 19.9 173,454
5 Year Return 28.12 342,187
10 Year Return 19.76 609,332
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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 10.22 110,343
3 Year Return 18.58 168,351
5 Year Return 22.77 275,690
10 Year Return 16.26 452,613
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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 0.52 100,070
3 Year Return 13.37 147,557
5 Year Return 13.87 190,754
10 Year Return 12.36 321,921
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 2.89 102,904
3 Year Return 19.24 171,125
5 Year Return 19.79 244,993
10 Year Return 15.8 434,067
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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 5.13 105,047
3 Year Return 18.36 166,682
5 Year Return 21.43 260,767
10 Year Return 15.01 405,762
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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 5.39 105,659
3 Year Return 13.66 147,850
5 Year Return 15.77 206,937
10 Year Return 13.13 344,091
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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 9.94 109,872
3 Year Return 13.61 147,778
5 Year Return 14.34 194,221
10 Year Return 12.52 326,468
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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 5.31 105,568
3 Year Return 14.66 151,869
5 Year Return 16.72 215,038
10 Year Return 13.35 350,896
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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 5.39 105,659
3 Year Return 13.66 147,850
5 Year Return 15.77 206,937
10 Year Return 13.13 344,091
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 10.22 110,343
3 Year Return 18.58 168,351
5 Year Return 22.77 275,690
10 Year Return 16.26 452,613
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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 10.22 110,343
3 Year Return 18.58 168,351
5 Year Return 22.77 275,690
10 Year Return 16.26 452,613
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 9.94 109,872
3 Year Return 13.61 147,778
5 Year Return 14.34 194,221
10 Year Return 12.52 326,468
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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 2.23 102,554
3 Year Return 10.69 136,205
5 Year Return 13.87 189,915
10 Year Return 10.44 269,776
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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 5.44 105,516
3 Year Return 9.87 133,130
5 Year Return 11.22 169,350
10 Year Return 9.89 257,035
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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 7.01 107,042
3 Year Return 7.61 124,681
5 Year Return 6.31 135,852
10 Year Return 8.07 217,410
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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 6.04 106,224
3 Year Return 7.07 122,791
5 Year Return 8.36 149,621
10 Year Return 6.71 191,678
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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 8.34 108,373
3 Year Return 8.07 126,372
5 Year Return 6.69 138,263
10 Year Return 7.63 208,767
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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 6.68 106,723
3 Year Return 8.92 129,566
5 Year Return 9.66 158,528
10 Year Return 8.77 232,090
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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 7.56 107,601
3 Year Return 10.04 133,524
5 Year Return 9.34 156,011
10 Year Return 9.53 248,854
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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 5.44 105,516
3 Year Return 9.87 133,130
5 Year Return 11.22 169,350
10 Year Return 9.89 257,035
Invest Now Fund Details