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Aggressive = Equity Funds 70% | Balanced Fund 30%

Model Portfolio Return

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Category: Equity: Large and Mid Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 36.53 136,542
3 Year Return 14.07 148,493
5 Year Return 15.28 203,419
10 Year Return 15.78 432,455
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HDFC Mid-Cap Opportunities Fund - Growth Plan

Category: Equity: Mid Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 57.12 156,507
3 Year Return 30.02 219,291
5 Year Return 25.03 305,718
10 Year Return 21.44 696,649
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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 60.74 160,079
3 Year Return 35.61 244,671
5 Year Return 31.34 391,469
10 Year Return 27.3 1,105,941
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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 39.89 140,280
3 Year Return 25.96 199,049
5 Year Return 20.83 256,906
10 Year Return 17.79 513,888
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Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%

Model Portfolio Return

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Category: Equity: Large and Mid Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 36.53 136,542
3 Year Return 14.07 148,493
5 Year Return 15.28 203,419
10 Year Return 15.78 432,455
Invest Now Fund Details

DSP Equity Opportunities Fund-Regular Plan - Growth

Category: Equity: Large and Mid Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 47.23 147,552
3 Year Return 21.55 178,825
5 Year Return 19.77 245,868
10 Year Return 18.15 529,574
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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 42.39 142,480
3 Year Return 26.17 200,236
5 Year Return 18.11 229,047
10 Year Return 17.41 497,540
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SBI Blue Chip Fund-Regular Plan Growth

Category: Equity: Large Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 24.9 125,050
3 Year Return 16.64 158,675
5 Year Return 15.62 206,507
10 Year Return 15.5 423,696
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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 25.45 125,304
3 Year Return 14.1 148,253
5 Year Return 13.95 191,726
10 Year Return 14.31 381,489
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Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%

Model Portfolio Return

Aditya Birla Sun Life Frontline Equity Fund-Growth

Category: Equity: Large Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 32.03 132,383
3 Year Return 18.27 165,139
5 Year Return 15.54 205,974
10 Year Return 14.77 396,435
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SBI Blue Chip Fund-Regular Plan Growth

Category: Equity: Large Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 24.9 125,050
3 Year Return 16.64 158,675
5 Year Return 15.62 206,507
10 Year Return 15.5 423,696
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 39.89 140,280
3 Year Return 25.96 199,049
5 Year Return 20.83 256,906
10 Year Return 17.79 513,888
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 39.89 140,280
3 Year Return 25.96 199,049
5 Year Return 20.83 256,906
10 Year Return 17.79 513,888
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 25.45 125,304
3 Year Return 14.1 148,253
5 Year Return 13.95 191,726
10 Year Return 14.31 381,489
Invest Now Fund Details

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Category: Hybrid: Aggressive
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 23.67 123,821
3 Year Return 16.13 156,161
5 Year Return 13.56 189,016
10 Year Return 13.48 354,336
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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 17.74 117,692
3 Year Return 12.16 141,025
5 Year Return 10.48 164,469
10 Year Return 9.98 258,671
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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 7.0 106,747
3 Year Return 5.79 118,311
5 Year Return 7.59 144,157
10 Year Return 8.8 231,134
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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 6.35 106,202
3 Year Return 9.93 132,766
5 Year Return 6.94 139,981
10 Year Return 7.23 200,061
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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 6.94 106,713
3 Year Return 5.82 118,363
5 Year Return 6.74 138,581
10 Year Return 7.97 214,649
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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 11.04 111,026
3 Year Return 8.67 128,337
5 Year Return 8.82 152,789
10 Year Return 9.83 254,784
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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 14.33 114,281
3 Year Return 9.57 131,507
5 Year Return 9.67 158,564
10 Year Return 10.44 269,261
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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 17.74 117,692
3 Year Return 12.16 141,025
5 Year Return 10.48 164,469
10 Year Return 9.98 258,671
Invest Now Fund Details