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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	32.55	131,247
3 Year Return	13.16	144,423
5 Year Return	15.1	204,498
10 Year Return	15.48	420,209

HDFC Mid-Cap Opportunities Fund - Growth Plan

Category	Equity: Mid Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	52.04	151,184
3 Year Return	28.45	210,680
5 Year Return	24.65	303,965
10 Year Return	21.14	679,640

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	55.19	154,014
3 Year Return	33.46	235,781
5 Year Return	30.93	390,126
10 Year Return	26.73	1,059,732

ICICI Prudential Equity & Debt Fund - Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	38.03	136,707
3 Year Return	24.25	188,693
5 Year Return	20.62	257,359
10 Year Return	17.63	506,177

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	32.55	131,247
3 Year Return	13.16	144,423
5 Year Return	15.1	204,498
10 Year Return	15.48	420,209

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	44.3	142,659
3 Year Return	19.62	170,189
5 Year Return	19.52	246,972
10 Year Return	17.85	516,465

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	39.82	138,039
3 Year Return	24.62	191,717
5 Year Return	18.04	231,890
10 Year Return	17.27	490,651

SBI Blue Chip Fund-Regular Plan Growth

Category	Equity: Large Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	24.07	122,943
3 Year Return	16.03	154,725
5 Year Return	15.85	210,622
10 Year Return	15.54	423,280

SBI Equity Hybrid Fund - Regular Plan -Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	23.39	122,506
3 Year Return	13.37	144,663
5 Year Return	13.86	192,868
10 Year Return	14.16	375,659

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	29.99	128,621
3 Year Return	16.97	158,634
5 Year Return	15.58	208,667
10 Year Return	14.63	390,783

SBI Blue Chip Fund-Regular Plan Growth

Category	Equity: Large Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	24.07	122,943
3 Year Return	16.03	154,725
5 Year Return	15.85	210,622
10 Year Return	15.54	423,280

ICICI Prudential Equity & Debt Fund - Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	38.03	136,707
3 Year Return	24.25	188,693
5 Year Return	20.62	257,359
10 Year Return	17.63	506,177

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	38.03	136,707
3 Year Return	24.25	188,693
5 Year Return	20.62	257,359
10 Year Return	17.63	506,177

SBI Equity Hybrid Fund - Regular Plan -Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	23.39	122,506
3 Year Return	13.37	144,663
5 Year Return	13.86	192,868
10 Year Return	14.16	375,659

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	22.13	121,451
3 Year Return	15.09	151,861
5 Year Return	13.54	190,501
10 Year Return	13.35	349,057

HDFC Equity Savings Fund - GROWTH PLAN

Category	Hybrid: Equity Savings

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	16.99	116,580
3 Year Return	11.61	138,147
5 Year Return	10.46	165,412
10 Year Return	9.9	256,919

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	6.96	106,956
3 Year Return	5.81	118,384
5 Year Return	7.62	144,340
10 Year Return	8.79	231,809

UTI Dynamic Bond Fund - Regular Plan - Growth Option

Category	Debt: Dynamic Bond

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	6.43	106,398
3 Year Return	10.0	133,070
5 Year Return	7.02	140,298
10 Year Return	7.23	200,715

Axis Strategic Bond Fund - Regular Plan - Growth Option

Category	Debt: Medium Duration

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	6.88	106,873
3 Year Return	5.82	118,455
5 Year Return	6.76	138,640
10 Year Return	7.97	215,090

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	10.55	110,453
3 Year Return	8.51	127,610
5 Year Return	8.9	153,732
10 Year Return	9.78	253,916

ICICI Prudential Regular Savings Fund - Plan - Growth

Category	Hybrid: Conservative

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	13.88	113,795
3 Year Return	9.42	130,820
5 Year Return	9.65	158,712
10 Year Return	10.37	267,928