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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 17.09 117,894
3 Year Return 20.65 171,731
5 Year Return 12.0 177,425
10 Year Return 16.65 471,179
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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 36.17 135,991
3 Year Return 35.44 241,877
5 Year Return 20.11 252,597
10 Year Return 22.87 788,915
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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 37.82 137,707
3 Year Return 43.92 291,723
5 Year Return 24.78 310,751
10 Year Return 29.75 1,349,052
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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 23.6 123,806
3 Year Return 31.13 223,153
5 Year Return 16.95 218,930
10 Year Return 17.58 507,491
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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 17.09 117,894
3 Year Return 20.65 171,731
5 Year Return 12.0 177,425
10 Year Return 16.65 471,179
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 22.89 123,060
3 Year Return 26.01 196,300
5 Year Return 15.47 206,753
10 Year Return 17.23 495,002
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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 26.0 127,124
3 Year Return 30.78 221,164
5 Year Return 14.94 201,371
10 Year Return 17.4 503,636
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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 19.1 119,878
3 Year Return 23.94 187,319
5 Year Return 14.19 194,895
10 Year Return 16.04 449,606
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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 11.69 112,013
3 Year Return 18.1 162,825
5 Year Return 12.58 181,231
10 Year Return 15.02 408,074
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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 17.95 118,634
3 Year Return 23.27 184,758
5 Year Return 13.03 183,826
10 Year Return 14.91 406,295
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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 19.1 119,878
3 Year Return 23.94 187,319
5 Year Return 14.19 194,895
10 Year Return 16.04 449,606
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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 23.6 123,806
3 Year Return 31.13 223,153
5 Year Return 16.95 218,930
10 Year Return 17.58 507,491
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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 23.6 123,806
3 Year Return 31.13 223,153
5 Year Return 16.95 218,930
10 Year Return 17.58 507,491
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 11.69 112,013
3 Year Return 18.1 162,825
5 Year Return 12.58 181,231
10 Year Return 15.02 408,074
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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 13.98 114,615
3 Year Return 19.89 169,808
5 Year Return 11.62 172,648
10 Year Return 13.67 363,315
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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 11.55 111,762
3 Year Return 14.38 148,787
5 Year Return 9.05 154,262
10 Year Return 9.83 255,728
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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 7.52 107,455
3 Year Return 5.81 118,516
5 Year Return 7.83 145,564
10 Year Return 9.15 239,842
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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 6.22 106,207
3 Year Return 9.19 130,330
5 Year Return 5.93 133,142
10 Year Return 7.47 205,400
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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 7.2 107,146
3 Year Return 5.87 118,623
5 Year Return 6.99 139,785
10 Year Return 8.18 219,497
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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 8.71 108,784
3 Year Return 11.96 139,767
5 Year Return 8.29 149,417
10 Year Return 10.31 267,234
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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 9.64 109,674
3 Year Return 9.6 131,281
5 Year Return 9.26 155,608
10 Year Return 10.59 273,731
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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 11.55 111,762
3 Year Return 14.38 148,787
5 Year Return 9.05 154,262
10 Year Return 9.83 255,728
Invest Now Fund Details