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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 3.91 104,563
3 Year Return 14.28 148,377
5 Year Return 17.13 220,723
10 Year Return 12.17 316,342
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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 7.61 108,527
3 Year Return 25.9 197,428
5 Year Return 29.74 367,603
10 Year Return 18.25 534,889
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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 -3.12 97,495
3 Year Return 22.87 184,969
5 Year Return 32.78 416,787
10 Year Return 20.46 642,351
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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 9.36 110,141
3 Year Return 19.14 168,201
5 Year Return 26.5 320,968
10 Year Return 16.01 442,202
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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 3.91 104,563
3 Year Return 14.28 148,377
5 Year Return 17.13 220,723
10 Year Return 12.17 316,342
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 3.22 103,871
3 Year Return 19.75 171,339
5 Year Return 22.93 276,846
10 Year Return 15.64 427,507
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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 7.51 108,353
3 Year Return 19.22 168,469
5 Year Return 25.24 305,667
10 Year Return 14.78 396,794
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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 5.52 106,130
3 Year Return 14.08 148,153
5 Year Return 19.03 237,334
10 Year Return 12.83 334,883
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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 12.42 113,201
3 Year Return 14.15 148,180
5 Year Return 16.93 218,344
10 Year Return 12.4 322,933
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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 5.95 106,753
3 Year Return 15.41 153,467
5 Year Return 19.65 243,407
10 Year Return 12.91 337,124
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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 5.52 106,130
3 Year Return 14.08 148,153
5 Year Return 19.03 237,334
10 Year Return 12.83 334,883
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 9.36 110,141
3 Year Return 19.14 168,201
5 Year Return 26.5 320,968
10 Year Return 16.01 442,202
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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 9.36 110,141
3 Year Return 19.14 168,201
5 Year Return 26.5 320,968
10 Year Return 16.01 442,202
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 12.42 113,201
3 Year Return 14.15 148,180
5 Year Return 16.93 218,344
10 Year Return 12.4 322,933
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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 3.06 103,605
3 Year Return 11.75 138,927
5 Year Return 16.13 210,692
10 Year Return 10.2 265,127
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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 5.5 105,688
3 Year Return 10.2 133,796
5 Year Return 12.67 181,086
10 Year Return 9.85 256,167
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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 7.67 107,557
3 Year Return 7.82 125,271
5 Year Return 6.44 136,675
10 Year Return 7.97 215,019
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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 6.49 106,409
3 Year Return 7.09 122,800
5 Year Return 8.31 149,236
10 Year Return 6.61 189,529
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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 8.65 108,552
3 Year Return 8.19 126,547
5 Year Return 6.73 138,488
10 Year Return 7.54 206,732
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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 7.79 107,834
3 Year Return 9.3 130,408
5 Year Return 10.87 167,712
10 Year Return 8.64 229,309
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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 7.97 108,053
3 Year Return 10.26 134,010
5 Year Return 9.92 160,627
10 Year Return 9.4 245,551
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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 5.5 105,688
3 Year Return 10.2 133,796
5 Year Return 12.67 181,086
10 Year Return 9.85 256,167
Invest Now Fund Details