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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 36.72 135,795
3 Year Return 13.86 147,693
5 Year Return 15.06 202,519
10 Year Return 15.74 430,443
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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 57.05 155,812
3 Year Return 29.66 217,467
5 Year Return 24.57 303,028
10 Year Return 21.4 691,642
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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 61.06 160,051
3 Year Return 35.41 243,623
5 Year Return 31.17 389,083
10 Year Return 27.32 1,112,719
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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 40.53 139,718
3 Year Return 25.91 198,807
5 Year Return 20.71 257,282
10 Year Return 17.81 513,722
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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 36.72 135,795
3 Year Return 13.86 147,693
5 Year Return 15.06 202,519
10 Year Return 15.74 430,443
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 47.16 146,203
3 Year Return 21.27 177,575
5 Year Return 19.39 244,757
10 Year Return 18.07 526,380
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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 42.86 142,025
3 Year Return 26.06 199,726
5 Year Return 17.86 229,229
10 Year Return 17.34 496,363
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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 25.16 124,714
3 Year Return 16.58 158,444
5 Year Return 15.51 206,288
10 Year Return 15.51 421,996
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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 25.77 125,500
3 Year Return 14.11 148,316
5 Year Return 13.98 192,171
10 Year Return 14.32 380,994
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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 32.33 131,562
3 Year Return 18.13 164,551
5 Year Return 15.34 205,214
10 Year Return 14.74 395,024
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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 25.16 124,714
3 Year Return 16.58 158,444
5 Year Return 15.51 206,288
10 Year Return 15.51 421,996
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 40.53 139,718
3 Year Return 25.91 198,807
5 Year Return 20.71 257,282
10 Year Return 17.81 513,722
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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 40.53 139,718
3 Year Return 25.91 198,807
5 Year Return 20.71 257,282
10 Year Return 17.81 513,722
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 25.77 125,500
3 Year Return 14.11 148,316
5 Year Return 13.98 192,171
10 Year Return 14.32 380,994
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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 23.48 123,229
3 Year Return 16.0 155,606
5 Year Return 13.46 188,223
10 Year Return 13.49 352,920
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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 17.91 117,712
3 Year Return 12.15 140,988
5 Year Return 10.43 164,564
10 Year Return 10.0 258,900
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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 6.91 106,840
3 Year Return 5.74 118,130
5 Year Return 7.56 143,953
10 Year Return 8.8 231,994
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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 6.21 106,137
3 Year Return 9.86 132,506
5 Year Return 6.91 139,608
10 Year Return 7.22 200,506
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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 6.91 106,839
3 Year Return 5.78 118,249
5 Year Return 6.73 138,419
10 Year Return 7.97 215,033
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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 11.1 110,943
3 Year Return 8.64 128,227
5 Year Return 8.8 152,498
10 Year Return 9.85 255,180
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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 14.4 114,275
3 Year Return 9.55 131,445
5 Year Return 9.65 158,569
10 Year Return 10.45 269,830
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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 17.91 117,712
3 Year Return 12.15 140,988
5 Year Return 10.43 164,564
10 Year Return 10.0 258,900
Invest Now Fund Details