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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 18.82 117,689
3 Year Return 15.98 153,763
5 Year Return 10.42 161,506
10 Year Return 12.96 334,474
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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 22.49 122,761
3 Year Return 25.47 195,046
5 Year Return 21.66 262,874
10 Year Return 19.32 574,642
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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 14.31 113,675
3 Year Return 20.28 171,390
5 Year Return 21.87 264,017
10 Year Return 21.27 679,023
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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 15.74 115,778
3 Year Return 18.98 165,689
5 Year Return 18.16 229,320
10 Year Return 16.68 461,797
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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 18.82 117,689
3 Year Return 15.98 153,763
5 Year Return 10.42 161,506
10 Year Return 12.96 334,474
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 16.72 116,510
3 Year Return 20.74 173,027
5 Year Return 16.01 207,331
10 Year Return 16.61 455,131
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 16.2 115,883
3 Year Return 19.06 165,622
5 Year Return 16.68 214,264
10 Year Return 15.76 425,815
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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 15.72 115,579
3 Year Return 14.77 149,147
5 Year Return 11.94 174,436
10 Year Return 13.45 348,748
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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 13.98 113,724
3 Year Return 15.04 150,968
5 Year Return 11.54 170,819
10 Year Return 12.74 328,286
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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 13.4 113,246
3 Year Return 15.35 150,762
5 Year Return 12.63 179,576
10 Year Return 13.33 344,939
Invest Now Fund Details

SBI Large Cap FUND-REGULAR PLAN GROWTH

Category: Equity: Large Cap
Period Annualized
Return (%)		 Value of Rs.1
Lakh Invested
1 Year Return 15.72 115,579
3 Year Return 14.77 149,147
5 Year Return 11.94 174,436
10 Year Return 13.45 348,748
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 15.74 115,778
3 Year Return 18.98 165,689
5 Year Return 18.16 229,320
10 Year Return 16.68 461,797
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 15.74 115,778
3 Year Return 18.98 165,689
5 Year Return 18.16 229,320
10 Year Return 16.68 461,797
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 13.98 113,724
3 Year Return 15.04 150,968
5 Year Return 11.54 170,819
10 Year Return 12.74 328,286
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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 11.54 111,360
3 Year Return 11.51 136,157
5 Year Return 10.58 163,124
10 Year Return 10.73 275,025
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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 9.54 109,567
3 Year Return 10.46 133,748
5 Year Return 9.28 155,350
10 Year Return 10.27 262,647
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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 6.92 106,926
3 Year Return 7.59 124,469
5 Year Return 6.54 137,251
10 Year Return 8.21 219,550
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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 6.16 106,166
3 Year Return 7.01 122,436
5 Year Return 8.67 151,564
10 Year Return 6.72 191,807
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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 8.24 108,201
3 Year Return 8.17 126,436
5 Year Return 6.86 139,305
10 Year Return 7.7 209,814
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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 9.48 109,567
3 Year Return 9.4 130,442
5 Year Return 8.38 148,863
10 Year Return 9.06 236,649
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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 8.61 108,715
3 Year Return 10.15 133,075
5 Year Return 8.63 150,951
10 Year Return 9.7 251,791
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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 9.54 109,567
3 Year Return 10.46 133,748
5 Year Return 9.28 155,350
10 Year Return 10.27 262,647
Invest Now Fund Details