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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 8.81 107,268
3 Year Return 15.55 155,128
5 Year Return 11.77 180,297
10 Year Return 12.52 340,366
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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 12.48 111,116
3 Year Return 24.96 195,983
5 Year Return 24.11 303,409
10 Year Return 18.69 584,182
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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 -0.56 97,759
3 Year Return 20.2 174,636
5 Year Return 25.39 317,856
10 Year Return 20.05 669,525
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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 14.28 113,058
3 Year Return 19.11 169,523
5 Year Return 20.18 258,100
10 Year Return 16.51 473,928
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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 8.81 107,268
3 Year Return 15.55 155,128
5 Year Return 11.77 180,297
10 Year Return 12.52 340,366
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 10.69 109,652
3 Year Return 20.07 173,741
5 Year Return 17.5 230,635
10 Year Return 16.16 466,172
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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 10.64 109,487
3 Year Return 18.75 168,246
5 Year Return 18.29 237,146
10 Year Return 15.26 430,968
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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 11.6 110,807
3 Year Return 14.58 151,204
5 Year Return 13.49 193,375
10 Year Return 13.38 361,652
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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 13.54 112,466
3 Year Return 14.25 149,739
5 Year Return 12.49 183,879
10 Year Return 12.52 336,009
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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 11.15 110,143
3 Year Return 15.54 154,941
5 Year Return 14.09 198,479
10 Year Return 13.51 365,366
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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 11.6 110,807
3 Year Return 14.58 151,204
5 Year Return 13.49 193,375
10 Year Return 13.38 361,652
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 14.28 113,058
3 Year Return 19.11 169,523
5 Year Return 20.18 258,100
10 Year Return 16.51 473,928
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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 14.28 113,058
3 Year Return 19.11 169,523
5 Year Return 20.18 258,100
10 Year Return 16.51 473,928
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 13.54 112,466
3 Year Return 14.25 149,739
5 Year Return 12.49 183,879
10 Year Return 12.52 336,009
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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 7.12 106,292
3 Year Return 11.5 138,752
5 Year Return 12.12 180,037
10 Year Return 10.6 283,703
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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 7.75 107,287
3 Year Return 10.15 133,724
5 Year Return 10.0 162,961
10 Year Return 10.04 264,268
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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 6.94 106,654
3 Year Return 7.45 124,121
5 Year Return 6.28 135,797
10 Year Return 8.11 218,903
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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 6.24 105,921
3 Year Return 6.8 121,847
5 Year Return 8.33 149,330
10 Year Return 6.66 191,014
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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 8.21 107,955
3 Year Return 7.89 125,656
5 Year Return 6.59 137,795
10 Year Return 7.6 208,550
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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 8.3 107,881
3 Year Return 8.99 129,661
5 Year Return 8.64 152,294
10 Year Return 8.83 237,573
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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 8.22 107,829
3 Year Return 10.01 133,317
5 Year Return 8.87 153,812
10 Year Return 9.58 252,906
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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 7.75 107,287
3 Year Return 10.15 133,724
5 Year Return 10.0 162,961
10 Year Return 10.04 264,268
Invest Now Fund Details