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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 3.5 103,538
3 Year Return 10.29 132,886
5 Year Return 21.13 256,631
10 Year Return 11.56 304,996
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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 9.74 109,505
3 Year Return 24.78 191,155
5 Year Return 33.48 416,333
10 Year Return 17.09 497,678
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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 1.77 101,257
3 Year Return 21.49 177,453
5 Year Return 38.81 509,430
10 Year Return 20.56 666,093
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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 9.81 110,251
3 Year Return 18.66 165,890
5 Year Return 27.35 334,156
10 Year Return 15.41 424,194
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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 3.5 103,538
3 Year Return 10.29 132,886
5 Year Return 21.13 256,631
10 Year Return 11.56 304,996
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 12.16 112,000
3 Year Return 20.47 172,902
5 Year Return 26.54 320,279
10 Year Return 15.22 422,586
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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 6.14 106,679
3 Year Return 20.07 170,830
5 Year Return 27.24 331,320
10 Year Return 13.76 366,467
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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 8.71 109,329
3 Year Return 14.28 146,781
5 Year Return 22.64 272,998
10 Year Return 12.25 322,977
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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 11.74 111,889
3 Year Return 12.59 141,353
5 Year Return 18.43 230,993
10 Year Return 11.78 308,191
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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 8.97 109,481
3 Year Return 15.18 150,775
5 Year Return 23.21 280,504
10 Year Return 12.14 318,663
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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 8.71 109,329
3 Year Return 14.28 146,781
5 Year Return 22.64 272,998
10 Year Return 12.25 322,977
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 9.81 110,251
3 Year Return 18.66 165,890
5 Year Return 27.35 334,156
10 Year Return 15.41 424,194
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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 9.81 110,251
3 Year Return 18.66 165,890
5 Year Return 27.35 334,156
10 Year Return 15.41 424,194
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 11.74 111,889
3 Year Return 12.59 141,353
5 Year Return 18.43 230,993
10 Year Return 11.78 308,191
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Tata Hybrid Equity Fund- Regular Plan - Growth Option

Category: Hybrid: Aggressive
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 5.1 105,174
3 Year Return 12.44 140,695
5 Year Return 18.56 233,095
10 Year Return 9.72 257,018
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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 6.13 106,321
3 Year Return 9.99 132,370
5 Year Return 13.51 188,444
10 Year Return 9.45 247,910
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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 10.4 110,373
3 Year Return 7.99 125,943
5 Year Return 7.23 142,166
10 Year Return 8.1 218,024
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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 10.45 110,383
3 Year Return 9.79 132,321
5 Year Return 9.01 153,987
10 Year Return 6.92 195,239
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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 10.09 110,068
3 Year Return 7.63 124,654
5 Year Return 7.2 142,060
10 Year Return 7.59 207,860
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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 10.26 110,293
3 Year Return 8.59 127,754
5 Year Return 12.51 180,771
10 Year Return 8.51 227,994
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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 9.49 109,556
3 Year Return 9.85 132,214
5 Year Return 10.92 168,142
10 Year Return 9.29 244,186
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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 6.13 106,321
3 Year Return 9.99 132,370
5 Year Return 13.51 188,444
10 Year Return 9.45 247,910
Invest Now Fund Details