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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 9.5 109,845
3 Year Return 23.61 183,778
5 Year Return 8.47 151,686
10 Year Return 15.16 411,936
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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 26.07 125,485
3 Year Return 36.85 247,437
5 Year Return 14.05 194,895
10 Year Return 19.93 612,193
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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 26.87 125,694
3 Year Return 49.5 326,173
5 Year Return 18.42 236,283
10 Year Return 26.91 1,078,280
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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 13.43 113,750
3 Year Return 28.67 210,488
5 Year Return 14.82 200,080
10 Year Return 16.16 448,192
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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 9.5 109,845
3 Year Return 23.61 183,778
5 Year Return 8.47 151,686
10 Year Return 15.16 411,936
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 14.7 114,940
3 Year Return 26.23 196,440
5 Year Return 11.75 175,815
10 Year Return 15.6 428,229
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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 21.2 121,245
3 Year Return 31.38 220,410
5 Year Return 13.0 185,704
10 Year Return 15.58 427,913
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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 15.92 116,229
3 Year Return 26.29 197,666
5 Year Return 11.76 175,214
10 Year Return 14.86 403,099
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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 7.9 108,364
3 Year Return 19.04 166,091
5 Year Return 10.68 166,890
10 Year Return 13.88 366,988
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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 12.72 113,189
3 Year Return 25.29 192,799
5 Year Return 10.79 167,894
10 Year Return 13.81 366,199
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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 15.92 116,229
3 Year Return 26.29 197,666
5 Year Return 11.76 175,214
10 Year Return 14.86 403,099
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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 13.43 113,750
3 Year Return 28.67 210,488
5 Year Return 14.82 200,080
10 Year Return 16.16 448,192
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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 13.43 113,750
3 Year Return 28.67 210,488
5 Year Return 14.82 200,080
10 Year Return 16.16 448,192
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 7.9 108,364
3 Year Return 19.04 166,091
5 Year Return 10.68 166,890
10 Year Return 13.88 366,988
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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 14.54 114,359
3 Year Return 22.1 178,389
5 Year Return 10.06 162,356
10 Year Return 12.9 337,135
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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 8.97 108,972
3 Year Return 14.53 149,396
5 Year Return 8.27 149,101
10 Year Return 9.42 246,014
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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 8.58 108,556
3 Year Return 5.92 118,854
5 Year Return 7.79 145,603
10 Year Return 9.26 242,240
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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 5.98 106,049
3 Year Return 9.23 130,581
5 Year Return 5.87 133,057
10 Year Return 7.3 202,045
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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 7.57 107,584
3 Year Return 6.5 120,783
5 Year Return 7.06 140,691
10 Year Return 7.58 207,344
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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 8.04 108,111
3 Year Return 13.72 146,185
5 Year Return 7.2 142,130
10 Year Return 9.82 255,070
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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 7.97 108,008
3 Year Return 10.29 133,296
5 Year Return 8.44 150,276
10 Year Return 9.79 254,137
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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 8.97 108,972
3 Year Return 14.53 149,396
5 Year Return 8.27 149,101
10 Year Return 9.42 246,014
Invest Now Fund Details