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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 34.17 134,470
3 Year Return 13.29 147,152
5 Year Return 14.23 197,059
10 Year Return 15.19 405,525
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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 54.47 155,247
3 Year Return 29.57 221,467
5 Year Return 23.45 290,111
10 Year Return 21.16 675,725
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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 55.61 155,531
3 Year Return 34.8 247,941
5 Year Return 29.38 366,166
10 Year Return 26.62 1,043,167
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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 39.04 139,396
3 Year Return 25.41 200,524
5 Year Return 20.06 251,165
10 Year Return 17.59 502,629
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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 34.17 134,470
3 Year Return 13.29 147,152
5 Year Return 14.23 197,059
10 Year Return 15.19 405,525
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 42.58 143,194
3 Year Return 20.4 177,535
5 Year Return 18.23 234,508
10 Year Return 17.49 496,798
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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 41.83 142,097
3 Year Return 25.03 199,175
5 Year Return 16.92 221,618
10 Year Return 16.88 471,756
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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 25.37 125,522
3 Year Return 15.56 157,377
5 Year Return 14.99 203,994
10 Year Return 15.2 409,631
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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 23.93 124,315
3 Year Return 13.35 147,340
5 Year Return 13.23 187,956
10 Year Return 13.99 369,621
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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 30.6 130,917
3 Year Return 16.92 162,532
5 Year Return 14.54 199,790
10 Year Return 14.28 377,464
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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 25.37 125,522
3 Year Return 15.56 157,377
5 Year Return 14.99 203,994
10 Year Return 15.2 409,631
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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 39.04 139,396
3 Year Return 25.41 200,524
5 Year Return 20.06 251,165
10 Year Return 17.59 502,629
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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 39.04 139,396
3 Year Return 25.41 200,524
5 Year Return 20.06 251,165
10 Year Return 17.59 502,629
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 23.93 124,315
3 Year Return 13.35 147,340
5 Year Return 13.23 187,956
10 Year Return 13.99 369,621
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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 23.37 123,656
3 Year Return 15.27 155,343
5 Year Return 12.96 185,494
10 Year Return 13.26 345,914
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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 18.08 118,161
3 Year Return 11.99 141,330
5 Year Return 10.22 163,432
10 Year Return 9.87 255,527
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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 7.2 107,176
3 Year Return 5.87 118,609
5 Year Return 7.57 144,138
10 Year Return 8.86 232,836
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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 6.46 106,422
3 Year Return 9.93 132,759
5 Year Return 6.31 135,914
10 Year Return 7.28 201,441
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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 7.22 107,182
3 Year Return 5.91 118,671
5 Year Return 6.71 138,499
10 Year Return 8.03 216,154
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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 10.67 110,709
3 Year Return 8.38 127,736
5 Year Return 8.58 151,555
10 Year Return 9.77 252,681
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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 14.35 114,417
3 Year Return 9.48 131,547
5 Year Return 9.44 157,391
10 Year Return 10.44 269,009
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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 18.08 118,161
3 Year Return 11.99 141,330
5 Year Return 10.22 163,432
10 Year Return 9.87 255,527
Invest Now Fund Details