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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 23.39 123,394
3 Year Return 11.22 135,670
5 Year Return 16.92 218,986
10 Year Return 12.59 331,394
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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 34.55 134,224
3 Year Return 29.16 212,900
5 Year Return 29.72 367,606
10 Year Return 18.27 543,535
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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 35.35 135,293
3 Year Return 30.16 217,994
5 Year Return 36.89 483,035
10 Year Return 22.52 770,351
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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 24.5 124,486
3 Year Return 20.88 174,367
5 Year Return 22.31 274,022
10 Year Return 15.24 416,125
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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 23.39 123,394
3 Year Return 11.22 135,670
5 Year Return 16.92 218,986
10 Year Return 12.59 331,394
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 33.38 133,107
3 Year Return 21.61 177,601
5 Year Return 21.99 270,005
10 Year Return 15.85 441,809
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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 28.65 128,101
3 Year Return 22.71 181,778
5 Year Return 21.05 259,724
10 Year Return 14.16 382,559
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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 20.81 120,914
3 Year Return 15.28 151,022
5 Year Return 17.51 223,593
10 Year Return 13.08 346,338
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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 19.99 119,823
3 Year Return 12.45 140,985
5 Year Return 14.6 197,372
10 Year Return 12.14 316,574
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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 24.57 124,807
3 Year Return 16.31 155,000
5 Year Return 17.9 227,675
10 Year Return 12.52 328,902
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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 20.81 120,914
3 Year Return 15.28 151,022
5 Year Return 17.51 223,593
10 Year Return 13.08 346,338
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 24.5 124,486
3 Year Return 20.88 174,367
5 Year Return 22.31 274,022
10 Year Return 15.24 416,125
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 24.5 124,486
3 Year Return 20.88 174,367
5 Year Return 22.31 274,022
10 Year Return 15.24 416,125
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 19.99 119,823
3 Year Return 12.45 140,985
5 Year Return 14.6 197,372
10 Year Return 12.14 316,574
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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 20.23 120,289
3 Year Return 14.05 146,676
5 Year Return 14.97 201,256
10 Year Return 10.71 279,338
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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 13.51 113,383
3 Year Return 10.63 134,555
5 Year Return 11.55 172,683
10 Year Return 9.44 247,777
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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 8.52 108,473
3 Year Return 6.6 121,183
5 Year Return 7.43 142,999
10 Year Return 8.04 216,561
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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 9.21 109,126
3 Year Return 8.16 126,552
5 Year Return 8.36 149,400
10 Year Return 6.88 194,260
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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 9.04 108,984
3 Year Return 6.47 120,732
5 Year Return 7.12 140,985
10 Year Return 7.52 206,427
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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 12.65 112,676
3 Year Return 8.86 128,633
5 Year Return 9.87 160,366
10 Year Return 8.61 228,908
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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 13.01 112,954
3 Year Return 9.61 131,251
5 Year Return 10.01 161,195
10 Year Return 9.4 245,828
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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 13.51 113,383
3 Year Return 10.63 134,555
5 Year Return 11.55 172,683
10 Year Return 9.44 247,777
Invest Now Fund Details