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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	37.75	137,347
3 Year Return	14.56	148,354
5 Year Return	14.96	199,780
10 Year Return	15.38	419,606

HDFC Mid-Cap Opportunities Fund - Growth Plan

Category	Equity: Mid Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	57.41	157,420
3 Year Return	30.31	219,294
5 Year Return	24.01	293,564
10 Year Return	21.13	678,600

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	61.28	160,959
3 Year Return	36.42	251,771
5 Year Return	30.65	380,186
10 Year Return	27.07	1,090,362

ICICI Prudential Equity & Debt Fund - Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	41.91	141,667
3 Year Return	26.96	203,153
5 Year Return	20.73	255,480
10 Year Return	17.76	512,787

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	37.75	137,347
3 Year Return	14.56	148,354
5 Year Return	14.96	199,780
10 Year Return	15.38	419,606

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	47.18	146,774
3 Year Return	22.06	179,383
5 Year Return	19.27	238,907
10 Year Return	17.71	511,319

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	45.02	144,379
3 Year Return	26.82	201,912
5 Year Return	17.94	225,845
10 Year Return	17.13	486,664

SBI Blue Chip Fund-Regular Plan Growth

Category	Equity: Large Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	27.07	126,781
3 Year Return	16.96	158,640
5 Year Return	15.65	205,287
10 Year Return	15.34	416,858

SBI Equity Hybrid Fund - Regular Plan -Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	26.65	126,479
3 Year Return	14.71	149,947
5 Year Return	13.91	191,168
10 Year Return	14.23	377,517

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	34.14	133,704
3 Year Return	18.79	166,114
5 Year Return	15.47	203,656
10 Year Return	14.56	390,282

SBI Blue Chip Fund-Regular Plan Growth

Category	Equity: Large Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	27.07	126,781
3 Year Return	16.96	158,640
5 Year Return	15.65	205,287
10 Year Return	15.34	416,858

ICICI Prudential Equity & Debt Fund - Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	41.91	141,667
3 Year Return	26.96	203,153
5 Year Return	20.73	255,480
10 Year Return	17.76	512,787

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	41.91	141,667
3 Year Return	26.96	203,153
5 Year Return	20.73	255,480
10 Year Return	17.76	512,787

SBI Equity Hybrid Fund - Regular Plan -Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	26.65	126,479
3 Year Return	14.71	149,947
5 Year Return	13.91	191,168
10 Year Return	14.23	377,517

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	24.66	124,394
3 Year Return	16.65	157,064
5 Year Return	13.51	187,283
10 Year Return	13.38	350,924

HDFC Equity Savings Fund - GROWTH PLAN

Category	Hybrid: Equity Savings

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	18.68	118,485
3 Year Return	12.44	141,761
5 Year Return	10.53	164,162
10 Year Return	9.94	257,921

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	6.85	106,835
3 Year Return	5.8	118,264
5 Year Return	7.57	143,930
10 Year Return	8.84	232,729

UTI Dynamic Bond Fund - Regular Plan - Growth Option

Category	Debt: Dynamic Bond

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	6.14	106,104
3 Year Return	9.86	132,444
5 Year Return	6.31	135,609
10 Year Return	7.23	200,821

Axis Strategic Bond Fund - Regular Plan - Growth Option

Category	Debt: Medium Duration

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	6.89	106,879
3 Year Return	5.84	118,406
5 Year Return	6.75	138,481
10 Year Return	7.99	215,457

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	11.2	111,119
3 Year Return	8.78	128,238
5 Year Return	8.8	152,187
10 Year Return	9.78	254,252

ICICI Prudential Regular Savings Fund - Plan - Growth

Category	Hybrid: Conservative

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	14.69	114,629
3 Year Return	9.73	131,764
5 Year Return	9.63	158,352
10 Year Return	10.44	269,803