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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 -0.69 98,635
3 Year Return 13.78 150,032
5 Year Return 18.03 227,362
10 Year Return 11.32 295,200
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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 4.49 104,028
3 Year Return 26.25 204,038
5 Year Return 29.12 355,736
10 Year Return 17.33 497,243
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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 -3.98 95,144
3 Year Return 24.68 195,755
5 Year Return 33.27 413,445
10 Year Return 20.55 650,808
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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 6.6 106,394
3 Year Return 19.59 172,855
5 Year Return 24.39 296,546
10 Year Return 15.5 425,597
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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 -0.69 98,635
3 Year Return 13.78 150,032
5 Year Return 18.03 227,362
10 Year Return 11.32 295,200
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 -0.59 98,981
3 Year Return 19.8 175,159
5 Year Return 22.38 272,190
10 Year Return 14.82 401,646
Invest Now Fund Details

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 4.25 104,018
3 Year Return 19.81 174,604
5 Year Return 24.04 291,573
10 Year Return 13.99 373,371
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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 2.89 102,471
3 Year Return 14.13 150,738
5 Year Return 18.85 235,657
10 Year Return 12.25 319,676
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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 9.43 109,175
3 Year Return 13.67 148,719
5 Year Return 16.33 212,333
10 Year Return 11.94 311,294
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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 2.39 101,967
3 Year Return 15.26 155,453
5 Year Return 19.49 242,480
10 Year Return 12.29 321,990
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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 2.89 102,471
3 Year Return 14.13 150,738
5 Year Return 18.85 235,657
10 Year Return 12.25 319,676
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 6.6 106,394
3 Year Return 19.59 172,855
5 Year Return 24.39 296,546
10 Year Return 15.5 425,597
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 6.6 106,394
3 Year Return 19.59 172,855
5 Year Return 24.39 296,546
10 Year Return 15.5 425,597
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 9.43 109,175
3 Year Return 13.67 148,719
5 Year Return 16.33 212,333
10 Year Return 11.94 311,294
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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 -0.71 98,995
3 Year Return 11.38 139,825
5 Year Return 16.01 208,738
10 Year Return 9.55 250,387
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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 4.06 103,932
3 Year Return 10.22 134,551
5 Year Return 12.08 176,339
10 Year Return 9.66 252,206
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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 7.9 107,868
3 Year Return 7.81 125,232
5 Year Return 6.57 138,250
10 Year Return 8.08 218,227
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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 6.77 106,763
3 Year Return 6.96 122,346
5 Year Return 8.32 149,841
10 Year Return 6.74 192,643
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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 8.69 108,669
3 Year Return 7.83 125,375
5 Year Return 6.89 139,969
10 Year Return 7.6 208,582
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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 7.94 107,890
3 Year Return 8.98 130,019
5 Year Return 11.1 169,091
10 Year Return 8.38 224,597
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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 7.58 107,436
3 Year Return 10.25 134,384
5 Year Return 10.04 161,539
10 Year Return 9.39 246,323
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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 4.06 103,932
3 Year Return 10.22 134,551
5 Year Return 12.08 176,339
10 Year Return 9.66 252,206
Invest Now Fund Details