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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 5.49 106,323
3 Year Return 16.27 156,170
5 Year Return 12.61 178,569
10 Year Return 12.65 326,425
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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 8.9 110,034
3 Year Return 26.04 198,644
5 Year Return 24.84 301,071
10 Year Return 18.69 550,708
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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 -4.12 97,203
3 Year Return 21.7 179,278
5 Year Return 26.24 318,502
10 Year Return 20.06 614,175
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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 13.3 113,450
3 Year Return 19.86 170,783
5 Year Return 21.27 260,575
10 Year Return 16.6 462,040
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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 5.49 106,323
3 Year Return 16.27 156,170
5 Year Return 12.61 178,569
10 Year Return 12.65 326,425
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 8.47 109,020
3 Year Return 21.13 175,821
5 Year Return 18.58 232,137
10 Year Return 16.33 448,455
Invest Now Fund Details

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 9.37 109,754
3 Year Return 19.92 170,576
5 Year Return 19.65 243,083
10 Year Return 15.37 416,254
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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 10.65 110,963
3 Year Return 15.45 152,522
5 Year Return 14.54 194,369
10 Year Return 13.5 353,105
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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 13.21 113,595
3 Year Return 14.89 150,735
5 Year Return 13.3 184,716
10 Year Return 12.6 325,718
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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 9.97 110,379
3 Year Return 16.53 156,591
5 Year Return 15.3 200,951
10 Year Return 13.69 358,346
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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 10.65 110,963
3 Year Return 15.45 152,522
5 Year Return 14.54 194,369
10 Year Return 13.5 353,105
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 13.3 113,450
3 Year Return 19.86 170,783
5 Year Return 21.27 260,575
10 Year Return 16.6 462,040
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 13.3 113,450
3 Year Return 19.86 170,783
5 Year Return 21.27 260,575
10 Year Return 16.6 462,040
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 13.21 113,595
3 Year Return 14.89 150,735
5 Year Return 13.3 184,716
10 Year Return 12.6 325,718
Invest Now Fund Details

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Category: Hybrid: Aggressive
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 6.46 106,641
3 Year Return 12.18 139,935
5 Year Return 13.08 183,624
10 Year Return 10.61 272,876
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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 7.11 107,337
3 Year Return 10.51 134,451
5 Year Return 10.47 163,831
10 Year Return 10.05 259,925
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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 6.91 106,957
3 Year Return 7.58 124,434
5 Year Return 6.29 135,631
10 Year Return 8.08 217,475
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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 5.81 105,861
3 Year Return 6.9 122,073
5 Year Return 8.29 148,912
10 Year Return 6.64 190,095
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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 8.06 108,102
3 Year Return 8.05 126,012
5 Year Return 6.56 137,344
10 Year Return 7.6 207,989
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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 7.57 107,842
3 Year Return 9.33 130,314
5 Year Return 8.92 152,120
10 Year Return 8.77 231,277
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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 7.85 108,037
3 Year Return 10.28 133,816
5 Year Return 9.06 153,907
10 Year Return 9.58 249,256
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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 7.11 107,337
3 Year Return 10.51 134,451
5 Year Return 10.47 163,831
10 Year Return 10.05 259,925
Invest Now Fund Details