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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 4.33 103,924
3 Year Return 10.97 137,617
5 Year Return 20.49 248,479
10 Year Return 11.63 299,301
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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 9.72 109,214
3 Year Return 24.64 195,085
5 Year Return 32.71 406,698
10 Year Return 17.31 493,729
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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 1.83 101,383
3 Year Return 21.78 182,449
5 Year Return 38.22 500,594
10 Year Return 20.81 664,954
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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 10.24 110,284
3 Year Return 18.95 168,485
5 Year Return 27.21 323,855
10 Year Return 15.52 423,699
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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 4.33 103,924
3 Year Return 10.97 137,617
5 Year Return 20.49 248,479
10 Year Return 11.63 299,301
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 12.11 111,476
3 Year Return 20.71 176,181
5 Year Return 25.98 310,331
10 Year Return 15.33 416,477
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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 6.92 106,914
3 Year Return 20.13 173,526
5 Year Return 26.78 316,807
10 Year Return 13.85 366,935
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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 9.76 109,688
3 Year Return 14.42 150,134
5 Year Return 21.92 262,048
10 Year Return 12.4 322,829
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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 12.2 112,008
3 Year Return 12.8 143,647
5 Year Return 18.1 226,552
10 Year Return 11.9 307,752
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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 9.79 109,852
3 Year Return 15.48 154,430
5 Year Return 22.61 269,702
10 Year Return 12.3 319,534
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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 9.76 109,688
3 Year Return 14.42 150,134
5 Year Return 21.92 262,048
10 Year Return 12.4 322,829
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 10.24 110,284
3 Year Return 18.95 168,485
5 Year Return 27.21 323,855
10 Year Return 15.52 423,699
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 10.24 110,284
3 Year Return 18.95 168,485
5 Year Return 27.21 323,855
10 Year Return 15.52 423,699
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 12.2 112,008
3 Year Return 12.8 143,647
5 Year Return 18.1 226,552
10 Year Return 11.9 307,752
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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 5.18 105,456
3 Year Return 12.48 142,515
5 Year Return 18.13 225,663
10 Year Return 9.82 255,187
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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 6.51 106,519
3 Year Return 10.14 133,714
5 Year Return 13.47 185,659
10 Year Return 9.51 248,256
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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 10.41 110,405
3 Year Return 8.07 126,103
5 Year Return 7.37 142,685
10 Year Return 8.13 219,097
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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 10.5 110,494
3 Year Return 9.85 132,517
5 Year Return 9.09 154,439
10 Year Return 6.95 196,206
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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 10.14 110,139
3 Year Return 7.69 124,804
5 Year Return 7.46 143,101
10 Year Return 7.61 208,467
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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 10.29 110,303
3 Year Return 8.68 128,499
5 Year Return 12.69 180,677
10 Year Return 8.54 226,807
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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 9.62 109,593
3 Year Return 9.91 132,861
5 Year Return 11.0 167,581
10 Year Return 9.3 243,800
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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 6.51 106,519
3 Year Return 10.14 133,714
5 Year Return 13.47 185,659
10 Year Return 9.51 248,256
Invest Now Fund Details