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Mutual Funds Karo - Model Portfolio

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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	-12.28	88,837
3 Year Return	11.59	141,520
5 Year Return	17.14	220,262
10 Year Return	16.88	490,954

HDFC Mid-Cap Opportunities Fund - Growth Option

Category	Equity: Mid Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	-13.51	87,076
3 Year Return	13.7	149,765
5 Year Return	19.66	245,777
10 Year Return	23.43	834,932

Reliance Small Cap Fund - Growth Plan - Growth Option

Category	Equity: Small Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	-22.58	78,620
3 Year Return	15.44	157,259
5 Year Return	25.32	309,164
10 Year Return	-	-

ICICI Prudential Equity & Debt Fund - Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	-5.45	95,091
3 Year Return	13.04	146,800
5 Year Return	14.83	199,283
10 Year Return	16.59	473,615

L&T Hybrid Equity Fund- Regular Plan - Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	-6.83	93,861
3 Year Return	10.13	135,497
5 Year Return	14.93	200,222
10 Year Return	-	-

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	-12.28	88,837
3 Year Return	11.59	141,520
5 Year Return	17.14	220,262
10 Year Return	16.88	490,954

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	-10.28	90,777
3 Year Return	14.9	155,013
5 Year Return	16.43	213,442
10 Year Return	17.35	508,321

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	-3.49	97,320
3 Year Return	15.27	157,144
5 Year Return	17.06	219,286
10 Year Return	16.61	479,359

SBI Blue Chip Fund-Regular Plan Growth

Category	Equity: Large Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	-6.41	94,388
3 Year Return	10.75	138,447
5 Year Return	15.17	202,478
10 Year Return	16.82	486,785

SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	-0.6	99,990
3 Year Return	11.41	139,656
5 Year Return	15.37	204,329
10 Year Return	15.89	447,221

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	-4.92	95,894
3 Year Return	12.64	145,583
5 Year Return	14.67	197,789
10 Year Return	17.38	511,306

SBI Blue Chip Fund-Regular Plan Growth

Category	Equity: Large Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	-6.41	94,388
3 Year Return	10.75	138,447
5 Year Return	15.17	202,478
10 Year Return	16.82	486,785

ICICI Prudential Equity & Debt Fund - Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	-5.45	95,091
3 Year Return	13.04	146,800
5 Year Return	14.83	199,283
10 Year Return	16.59	473,615

L&T Hybrid Equity Fund- Regular Plan - Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	-6.83	93,861
3 Year Return	10.13	135,497
5 Year Return	14.93	200,222
10 Year Return	-	-

L&T Equity Savings Fund - Regular Plan - Growth

Category	Hybrid: Equity Savings

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	-1.44	98,826
3 Year Return	6.6	121,751
5 Year Return	8.52	150,338
10 Year Return	-	-

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	-5.45	95,091
3 Year Return	13.04	146,800
5 Year Return	14.83	199,283
10 Year Return	16.59	473,615

SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	-0.6	99,990
3 Year Return	11.41	139,656
5 Year Return	15.37	204,329
10 Year Return	15.89	447,221

Tata Hybrid Equity Fund Regular Plan - Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	-4.54	96,226
3 Year Return	8.59	129,730
5 Year Return	13.95	191,825
10 Year Return	16.75	479,425

HDFC Equity Savings Fund -Growth

Category	Hybrid: Equity Savings

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	0.2	100,573
3 Year Return	11.63	140,608
5 Year Return	9.49	157,228
10 Year Return	10.22	265,418

L&T Equity Savings Fund - Regular Plan - Growth

Category	Hybrid: Equity Savings

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	-1.44	98,826
3 Year Return	6.6	121,751
5 Year Return	8.52	150,338
10 Year Return	-	-

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	6.43	106,433
3 Year Return	9.66	132,161
5 Year Return	10.35	163,523
10 Year Return	-	-

UTI Dynamic Bond Fund - Regular Plan - Growth Option

Category	Debt: Dynamic Bond

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	3.0	103,012
3 Year Return	7.18	123,385
5 Year Return	8.41	149,613
10 Year Return	-	-

Axis Strategic Bond Fund - Growth Option

Category	Debt: Medium Duration

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	6.95	106,943
3 Year Return	8.87	129,256
5 Year Return	9.41	156,736
10 Year Return	-	-

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	-1.33	99,002
3 Year Return	9.37	131,878
5 Year Return	11.26	170,521
10 Year Return	10.82	282,128

ICICI Prudential Regular Savings Fund - Plan - Growth

Category	Hybrid: Conservative

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	5.62	105,944
3 Year Return	10.59	136,930
5 Year Return	11.71	173,726
10 Year Return	11.04	288,219