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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 32.28 133,107
3 Year Return 11.14 139,707
5 Year Return 20.51 253,567
10 Year Return 14.38 377,374
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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 46.22 146,760
3 Year Return 28.7 216,481
5 Year Return 31.51 391,253
10 Year Return 19.77 598,174
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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 46.47 147,874
3 Year Return 30.88 228,455
5 Year Return 38.15 500,502
10 Year Return 23.68 819,108
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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 34.48 134,939
3 Year Return 22.5 185,703
5 Year Return 24.5 298,209
10 Year Return 16.47 454,066
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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 32.28 133,107
3 Year Return 11.14 139,707
5 Year Return 20.51 253,567
10 Year Return 14.38 377,374
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 45.89 146,560
3 Year Return 20.12 176,358
5 Year Return 24.85 302,180
10 Year Return 17.07 475,902
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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 34.41 135,024
3 Year Return 22.0 183,551
5 Year Return 23.52 285,998
10 Year Return 15.58 417,011
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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 27.3 127,973
3 Year Return 14.87 153,673
5 Year Return 20.04 248,390
10 Year Return 14.31 374,230
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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 23.97 124,801
3 Year Return 11.93 141,193
5 Year Return 16.48 213,701
10 Year Return 13.12 338,612
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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 32.39 133,159
3 Year Return 16.0 157,949
5 Year Return 20.55 254,212
10 Year Return 13.91 361,837
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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 27.3 127,973
3 Year Return 14.87 153,673
5 Year Return 20.04 248,390
10 Year Return 14.31 374,230
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 34.48 134,939
3 Year Return 22.5 185,703
5 Year Return 24.5 298,209
10 Year Return 16.47 454,066
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 34.48 134,939
3 Year Return 22.5 185,703
5 Year Return 24.5 298,209
10 Year Return 16.47 454,066
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 23.97 124,801
3 Year Return 11.93 141,193
5 Year Return 16.48 213,701
10 Year Return 13.12 338,612
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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 25.59 126,319
3 Year Return 13.8 148,562
5 Year Return 17.16 220,297
10 Year Return 12.01 306,606
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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 16.89 117,061
3 Year Return 10.67 136,493
5 Year Return 12.21 177,466
10 Year Return 9.77 252,901
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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 8.26 108,276
3 Year Return 6.26 119,849
5 Year Return 7.41 142,546
10 Year Return 8.62 227,771
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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 8.49 108,482
3 Year Return 10.97 136,527
5 Year Return 8.06 146,773
10 Year Return 7.19 200,173
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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 8.41 108,420
3 Year Return 6.17 119,569
5 Year Return 7.16 140,984
10 Year Return 7.95 214,292
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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 12.42 112,664
3 Year Return 8.24 127,186
5 Year Return 10.15 161,885
10 Year Return 9.3 241,862
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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 14.62 114,791
3 Year Return 9.64 131,985
5 Year Return 10.74 166,383
10 Year Return 10.05 259,286
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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 16.89 117,061
3 Year Return 10.67 136,493
5 Year Return 12.21 177,466
10 Year Return 9.77 252,901
Invest Now Fund Details