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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	29.94	129,898
3 Year Return	12.79	143,021
5 Year Return	15.24	202,409
10 Year Return	14.98	395,819

HDFC Mid-Cap Opportunities Fund - Growth Plan

Category	Equity: Mid Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	50.43	150,553
3 Year Return	28.13	209,087
5 Year Return	24.72	301,137
10 Year Return	20.89	663,887

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	52.12	151,335
3 Year Return	32.77	232,150
5 Year Return	30.92	383,808
10 Year Return	26.3	1,030,407

ICICI Prudential Equity & Debt Fund - Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	35.78	135,429
3 Year Return	23.96	187,372
5 Year Return	20.75	256,743
10 Year Return	17.34	488,035

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	29.94	129,898
3 Year Return	12.79	143,021
5 Year Return	15.24	202,409
10 Year Return	14.98	395,819

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	41.32	140,859
3 Year Return	19.26	168,653
5 Year Return	19.74	245,786
10 Year Return	17.44	492,290

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	35.93	135,515
3 Year Return	23.95	188,646
5 Year Return	18.05	229,300
10 Year Return	16.75	462,059

SBI Blue Chip Fund-Regular Plan Growth

Category	Equity: Large Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	21.22	120,740
3 Year Return	15.48	152,550
5 Year Return	15.84	208,972
10 Year Return	15.12	401,664

SBI Equity Hybrid Fund - Regular Plan -Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	21.92	121,653
3 Year Return	13.13	143,765
5 Year Return	14.02	192,336
10 Year Return	13.95	366,935

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	27.27	126,879
3 Year Return	16.53	156,838
5 Year Return	15.64	207,177
10 Year Return	14.17	369,504

SBI Blue Chip Fund-Regular Plan Growth

Category	Equity: Large Cap

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	21.22	120,740
3 Year Return	15.48	152,550
5 Year Return	15.84	208,972
10 Year Return	15.12	401,664

ICICI Prudential Equity & Debt Fund - Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	35.78	135,429
3 Year Return	23.96	187,372
5 Year Return	20.75	256,743
10 Year Return	17.34	488,035

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	35.78	135,429
3 Year Return	23.96	187,372
5 Year Return	20.75	256,743
10 Year Return	17.34	488,035

SBI Equity Hybrid Fund - Regular Plan -Growth

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	21.92	121,653
3 Year Return	13.13	143,765
5 Year Return	14.02	192,336
10 Year Return	13.95	366,935

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Category	Hybrid: Aggressive

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	20.47	120,102
3 Year Return	14.73	150,416
5 Year Return	13.6	189,056
10 Year Return	13.02	337,553

HDFC Equity Savings Fund - GROWTH PLAN

Category	Hybrid: Equity Savings

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	16.24	116,100
3 Year Return	11.47	137,644
5 Year Return	10.57	165,187
10 Year Return	9.79	253,193

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	106,890
3 Year Return	5.8	118,364
5 Year Return	7.61	144,281
10 Year Return	8.76	231,328

UTI Dynamic Bond Fund - Regular Plan - Growth Option

Category	Debt: Dynamic Bond

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	6.38	106,395
3 Year Return	10.0	133,102
5 Year Return	7.01	140,317
10 Year Return	7.2	200,242

Axis Strategic Bond Fund - Regular Plan - Growth Option

Category	Debt: Medium Duration

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	6.87	106,858
3 Year Return	5.82	118,461
5 Year Return	6.75	138,600
10 Year Return	7.96	214,783

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	10.15	110,074
3 Year Return	8.41	127,241
5 Year Return	8.92	153,128
10 Year Return	9.66	250,350

ICICI Prudential Regular Savings Fund - Plan - Growth

Category	Hybrid: Conservative

Period	Annualized Return (%)	Value of Rs. 1 Lakh Invested
1 Year Return	13.32	113,260
3 Year Return	9.29	130,370
5 Year Return	9.61	158,244
10 Year Return	10.26	264,395