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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 2.19 102,305
3 Year Return 11.96 139,629
5 Year Return 8.63 152,166
10 Year Return 11.23 290,553
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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 4.32 104,261
3 Year Return 19.44 170,045
5 Year Return 19.45 244,796
10 Year Return 17.47 503,842
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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 3.52 103,385
3 Year Return 17.33 160,463
5 Year Return 18.87 237,945
10 Year Return 20.6 655,155
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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 3.2 103,480
3 Year Return 15.34 153,300
5 Year Return 16.4 214,654
10 Year Return 15.1 410,182
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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 2.19 102,305
3 Year Return 11.96 139,629
5 Year Return 8.63 152,166
10 Year Return 11.23 290,553
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 -0.46 99,727
3 Year Return 15.68 154,125
5 Year Return 12.59 182,162
10 Year Return 14.32 383,968
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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 -1.35 98,837
3 Year Return 12.51 141,469
5 Year Return 14.81 201,138
10 Year Return 13.9 369,333
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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 0.26 100,482
3 Year Return 9.64 131,344
5 Year Return 10.69 167,630
10 Year Return 11.74 304,648
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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 3.2 103,480
3 Year Return 12.68 142,650
5 Year Return 10.77 167,764
10 Year Return 11.97 310,060
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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 -3.36 96,925
3 Year Return 10.18 133,140
5 Year Return 10.58 166,955
10 Year Return 11.43 296,332
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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 0.26 100,482
3 Year Return 9.64 131,344
5 Year Return 10.69 167,630
10 Year Return 11.74 304,648
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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 3.2 103,480
3 Year Return 15.34 153,300
5 Year Return 16.4 214,654
10 Year Return 15.1 410,182
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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 3.2 103,480
3 Year Return 15.34 153,300
5 Year Return 16.4 214,654
10 Year Return 15.1 410,182
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 3.2 103,480
3 Year Return 12.68 142,650
5 Year Return 10.77 167,764
10 Year Return 11.97 310,060
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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 0.22 100,218
3 Year Return 8.25 126,226
5 Year Return 9.31 157,224
10 Year Return 9.46 247,581
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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 2.4 102,522
3 Year Return 8.2 126,342
5 Year Return 7.92 146,707
10 Year Return 8.86 234,279
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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 4.97 104,930
3 Year Return 7.26 123,363
5 Year Return 6.57 137,363
10 Year Return 7.6 208,177
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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 3.72 103,649
3 Year Return 6.58 121,035
5 Year Return 8.82 152,486
10 Year Return 6.34 184,983
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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 6.25 106,175
3 Year Return 7.76 125,088
5 Year Return 6.81 138,883
10 Year Return 7.41 204,405
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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 4.36 104,325
3 Year Return 8.24 126,682
5 Year Return 7.87 146,097
10 Year Return 8.01 216,268
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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 4.21 104,155
3 Year Return 8.89 128,950
5 Year Return 8.51 150,717
10 Year Return 8.97 236,177
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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 2.4 102,522
3 Year Return 8.2 126,342
5 Year Return 7.92 146,707
10 Year Return 8.86 234,279
Invest Now Fund Details