Model Portfolio

HDFC Flexi Cap Fund - Growth Plan

Equity: Flexi Cap

Period	Annualized Return (%)
1 Year	8.1
3 Years	25.97
5 Years	29.17
10 Years	15.51

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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Equity: Large and Mid Cap

Period	Annualized Return (%)
1 Year	12.48
3 Years	31.55
5 Years	29.35
10 Years	-

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Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Equity: Mid Cap

Period	Annualized Return (%)
1 Year	6.31
3 Years	28.73
5 Years	32.21
10 Years	17.76

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ITI Small Cap Fund - Regular Plan - Growth Option

Equity: Small Cap

Period	Annualized Return (%)
1 Year	1.45
3 Years	31.21
5 Years	27.88
10 Years	-

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	7.05
3 Years	21.72
5 Years	25.53
10 Years	15.52

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HDFC Flexi Cap Fund - Growth Plan

Equity: Flexi Cap

Period	Annualized Return (%)
1 Year	8.1
3 Years	25.97
5 Years	29.17
10 Years	15.51

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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Equity: Large and Mid Cap

Period	Annualized Return (%)
1 Year	12.48
3 Years	31.55
5 Years	29.35
10 Years	-

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Nippon India Large Cap Fund- Growth Plan -Growth Option

Equity: Large Cap

Period	Annualized Return (%)
1 Year	3.38
3 Years	22.93
5 Years	25.67
10 Years	14.02

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	7.05
3 Years	21.72
5 Years	25.53
10 Years	15.52

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Axis Balanced Advantage Fund - Regular Plan - Growth

Hybrid: Dynamic Asset Allocation

Period	Annualized Return (%)
1 Year	6.45
3 Years	15.37
5 Years	13.43
10 Years	-

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Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan

Debt: Corporate Bond

Period	Annualized Return (%)
1 Year	9.35
3 Years	8.04
5 Years	6.49
10 Years	7.83

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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Equity: Large and Mid Cap

Period	Annualized Return (%)
1 Year	12.48
3 Years	31.55
5 Years	29.35
10 Years	-

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Nippon India Large Cap Fund- Growth Plan -Growth Option

Equity: Large Cap

Period	Annualized Return (%)
1 Year	3.38
3 Years	22.93
5 Years	25.67
10 Years	14.02

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	7.05
3 Years	21.72
5 Years	25.53
10 Years	15.52

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HSBC Equity Savings Fund - Regular Growth

Hybrid: Equity Savings

Period	Annualized Return (%)
1 Year	2.38
3 Years	13.13
5 Years	13.85
10 Years	8.62

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UTI Banking & PSU Fund- Regular Plan - Growth Option

Debt: Banking and PSU

Period	Annualized Return (%)
1 Year	9.0
3 Years	7.45
5 Years	6.97
10 Years	6.89

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Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan

Debt: Corporate Bond

Period	Annualized Return (%)
1 Year	9.35
3 Years	8.04
5 Years	6.49
10 Years	7.83

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	7.05
3 Years	21.72
5 Years	25.53
10 Years	15.52

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Axis Balanced Advantage Fund - Regular Plan - Growth

Hybrid: Dynamic Asset Allocation

Period	Annualized Return (%)
1 Year	6.45
3 Years	15.37
5 Years	13.43
10 Years	-

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HSBC Equity Savings Fund - Regular Growth

Hybrid: Equity Savings

Period	Annualized Return (%)
1 Year	2.38
3 Years	13.13
5 Years	13.85
10 Years	8.62

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UTI Banking & PSU Fund- Regular Plan - Growth Option

Debt: Banking and PSU

Period	Annualized Return (%)
1 Year	9.0
3 Years	7.45
5 Years	6.97
10 Years	6.89

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Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan

Debt: Corporate Bond

Period	Annualized Return (%)
1 Year	9.35
3 Years	8.04
5 Years	6.49
10 Years	7.83

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BANK OF INDIA Short Term Income Fund-Regular Plan- Growth

Debt: Short Duration

Period	Annualized Return (%)
1 Year	10.18
3 Years	9.84
5 Years	10.06
10 Years	5.78

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Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth

Hybrid: Conservative

Period	Annualized Return (%)
1 Year	8.76
3 Years	11.99
5 Years	-
10 Years	-

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HSBC Equity Savings Fund - Regular Growth

Hybrid: Equity Savings

Period	Annualized Return (%)
1 Year	2.38
3 Years	13.13
5 Years	13.85
10 Years	8.62

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