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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 1.58 101,530
3 Year Return 18.99 166,537
5 Year Return 20.0 244,410
10 Year Return 11.77 303,569
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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 7.7 107,779
3 Year Return 32.55 230,043
5 Year Return 32.51 404,136
10 Year Return 18.0 521,173
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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 -1.2 98,563
3 Year Return 30.19 218,527
5 Year Return 37.84 490,159
10 Year Return 21.69 705,793
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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 8.96 108,466
3 Year Return 22.6 184,042
5 Year Return 25.75 312,348
10 Year Return 15.59 424,072
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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 1.58 101,530
3 Year Return 18.99 166,537
5 Year Return 20.0 244,410
10 Year Return 11.77 303,569
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 3.86 103,722
3 Year Return 25.26 193,775
5 Year Return 24.57 296,980
10 Year Return 15.41 416,743
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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 4.37 104,172
3 Year Return 24.33 190,136
5 Year Return 26.07 314,489
10 Year Return 14.08 371,425
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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 5.83 105,696
3 Year Return 18.64 165,408
5 Year Return 20.92 255,444
10 Year Return 12.51 323,890
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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 10.88 110,846
3 Year Return 17.45 160,647
5 Year Return 17.83 225,192
10 Year Return 12.32 318,265
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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 5.63 105,459
3 Year Return 20.0 171,103
5 Year Return 21.53 262,488
10 Year Return 12.44 321,901
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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 5.83 105,696
3 Year Return 18.64 165,408
5 Year Return 20.92 255,444
10 Year Return 12.51 323,890
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 8.96 108,466
3 Year Return 22.6 184,042
5 Year Return 25.75 312,348
10 Year Return 15.59 424,072
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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 8.96 108,466
3 Year Return 22.6 184,042
5 Year Return 25.75 312,348
10 Year Return 15.59 424,072
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 10.88 110,846
3 Year Return 17.45 160,647
5 Year Return 17.83 225,192
10 Year Return 12.32 318,265
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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 2.35 102,382
3 Year Return 15.25 151,963
5 Year Return 17.15 218,251
10 Year Return 9.91 256,545
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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 5.64 105,446
3 Year Return 11.95 139,858
5 Year Return 12.97 183,339
10 Year Return 9.66 251,377
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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 9.4 109,276
3 Year Return 8.41 127,042
5 Year Return 6.78 138,810
10 Year Return 8.28 220,896
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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 9.11 108,995
3 Year Return 7.38 123,663
5 Year Return 8.47 150,151
10 Year Return 6.98 195,913
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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 9.72 109,612
3 Year Return 8.16 126,242
5 Year Return 7.08 140,595
10 Year Return 7.73 210,211
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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 9.01 108,984
3 Year Return 10.4 133,990
5 Year Return 11.75 173,428
10 Year Return 8.57 226,931
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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 8.9 108,811
3 Year Return 11.14 136,736
5 Year Return 10.54 164,418
10 Year Return 9.53 247,828
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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 5.64 105,446
3 Year Return 11.95 139,858
5 Year Return 12.97 183,339
10 Year Return 9.66 251,377
Invest Now Fund Details