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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 -0.44 100,305
3 Year Return 14.05 147,790
5 Year Return 13.07 184,187
10 Year Return 12.19 318,089
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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 3.95 104,567
3 Year Return 24.69 193,293
5 Year Return 25.3 309,032
10 Year Return 18.36 540,270
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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 -9.23 91,339
3 Year Return 20.03 172,661
5 Year Return 27.15 333,279
10 Year Return 19.63 601,272
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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 10.34 110,943
3 Year Return 18.83 167,169
5 Year Return 21.69 266,832
10 Year Return 16.15 450,735
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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 -0.44 100,305
3 Year Return 14.05 147,790
5 Year Return 13.07 184,187
10 Year Return 12.19 318,089
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 3.02 103,847
3 Year Return 19.56 170,286
5 Year Return 19.09 239,282
10 Year Return 15.67 432,957
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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 4.48 105,224
3 Year Return 18.5 165,464
5 Year Return 20.31 251,636
10 Year Return 14.85 403,675
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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 5.44 105,910
3 Year Return 14.0 146,926
5 Year Return 14.87 199,686
10 Year Return 12.95 340,376
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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 9.08 109,669
3 Year Return 13.88 147,219
5 Year Return 13.6 188,902
10 Year Return 12.4 323,079
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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 5.13 105,745
3 Year Return 14.94 150,939
5 Year Return 15.72 207,144
10 Year Return 13.18 348,200
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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 5.44 105,910
3 Year Return 14.0 146,926
5 Year Return 14.87 199,686
10 Year Return 12.95 340,376
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 10.34 110,943
3 Year Return 18.83 167,169
5 Year Return 21.69 266,832
10 Year Return 16.15 450,735
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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 10.34 110,943
3 Year Return 18.83 167,169
5 Year Return 21.69 266,832
10 Year Return 16.15 450,735
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 9.08 109,669
3 Year Return 13.88 147,219
5 Year Return 13.6 188,902
10 Year Return 12.4 323,079
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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 2.71 103,148
3 Year Return 10.97 136,046
5 Year Return 13.17 185,738
10 Year Return 10.38 269,235
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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 5.39 105,573
3 Year Return 9.95 132,732
5 Year Return 10.74 166,304
10 Year Return 9.85 256,678
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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 7.13 107,080
3 Year Return 7.59 124,541
5 Year Return 6.34 136,051
10 Year Return 8.07 217,925
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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 5.89 105,842
3 Year Return 6.93 122,270
5 Year Return 8.33 149,276
10 Year Return 6.66 190,902
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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 8.15 108,080
3 Year Return 7.98 125,918
5 Year Return 6.63 137,860
10 Year Return 7.6 208,289
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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 6.27 106,370
3 Year Return 8.85 128,867
5 Year Return 9.27 155,641
10 Year Return 8.69 231,188
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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 7.22 107,045
3 Year Return 9.9 132,562
5 Year Return 9.11 154,545
10 Year Return 9.45 247,611
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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 5.39 105,573
3 Year Return 9.95 132,732
5 Year Return 10.74 166,304
10 Year Return 9.85 256,678
Invest Now Fund Details