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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 9.67 109,035
3 Year Return 22.42 180,977
5 Year Return 8.65 152,571
10 Year Return 15.14 411,272
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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 25.81 125,424
3 Year Return 35.37 245,712
5 Year Return 14.34 197,025
10 Year Return 19.96 613,775
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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 26.39 125,705
3 Year Return 48.58 323,009
5 Year Return 18.9 242,518
10 Year Return 26.98 1,084,284
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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 13.48 113,034
3 Year Return 28.06 208,574
5 Year Return 14.82 200,703
10 Year Return 16.14 447,124
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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 9.67 109,035
3 Year Return 22.42 180,977
5 Year Return 8.65 152,571
10 Year Return 15.14 411,272
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 14.98 114,680
3 Year Return 25.25 193,916
5 Year Return 11.95 177,082
10 Year Return 15.6 428,358
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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 21.15 120,874
3 Year Return 30.11 218,504
5 Year Return 13.16 187,092
10 Year Return 15.57 427,570
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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 16.05 115,753
3 Year Return 25.44 195,313
5 Year Return 11.84 176,146
10 Year Return 14.85 402,488
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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 8.25 107,825
3 Year Return 18.39 164,693
5 Year Return 10.76 167,955
10 Year Return 13.86 366,605
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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 12.92 112,383
3 Year Return 24.36 189,743
5 Year Return 10.87 168,531
10 Year Return 13.78 365,340
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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 16.05 115,753
3 Year Return 25.44 195,313
5 Year Return 11.84 176,146
10 Year Return 14.85 402,488
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 13.48 113,034
3 Year Return 28.06 208,574
5 Year Return 14.82 200,703
10 Year Return 16.14 447,124
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 13.48 113,034
3 Year Return 28.06 208,574
5 Year Return 14.82 200,703
10 Year Return 16.14 447,124
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 8.25 107,825
3 Year Return 18.39 164,693
5 Year Return 10.76 167,955
10 Year Return 13.86 366,605
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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 14.25 113,729
3 Year Return 21.24 176,576
5 Year Return 10.16 162,964
10 Year Return 12.89 336,825
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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 8.95 108,780
3 Year Return 14.31 148,772
5 Year Return 8.31 149,439
10 Year Return 9.42 245,958
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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 8.61 108,691
3 Year Return 5.94 119,030
5 Year Return 7.81 145,713
10 Year Return 9.26 242,354
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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 6.07 106,029
3 Year Return 9.31 130,615
5 Year Return 5.88 133,105
10 Year Return 7.3 202,081
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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 7.66 107,682
3 Year Return 6.52 120,842
5 Year Return 7.08 140,729
10 Year Return 7.58 207,489
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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 8.12 108,016
3 Year Return 13.5 145,685
5 Year Return 7.29 142,499
10 Year Return 9.82 255,100
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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 8.02 108,089
3 Year Return 10.06 132,979
5 Year Return 8.49 150,641
10 Year Return 9.79 254,159
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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 8.95 108,780
3 Year Return 14.31 148,772
5 Year Return 8.31 149,439
10 Year Return 9.42 245,958
Invest Now Fund Details