Model Portfolio

HDFC Flexi Cap Fund - Growth Plan

Equity: Flexi Cap

Period	Annualized Return (%)
1 Year	9.76
3 Years	23.11
5 Years	28.59
10 Years	16.06

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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Equity: Large and Mid Cap

Period	Annualized Return (%)
1 Year	6.5
3 Years	28.3
5 Years	28.15
10 Years	-

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Invesco India Midcap Fund - Growth Option

Equity: Mid Cap

Period	Annualized Return (%)
1 Year	14.19
3 Years	28.27
5 Years	28.06
10 Years	18.26

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BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH

Equity: Small Cap

Period	Annualized Return (%)
1 Year	4.68
3 Years	30.73
5 Years	30.45
10 Years	-

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	9.17
3 Years	20.04
5 Years	26.13
10 Years	15.96

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HDFC Flexi Cap Fund - Growth Plan

Equity: Flexi Cap

Period	Annualized Return (%)
1 Year	9.76
3 Years	23.11
5 Years	28.59
10 Years	16.06

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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Equity: Large and Mid Cap

Period	Annualized Return (%)
1 Year	6.5
3 Years	28.3
5 Years	28.15
10 Years	-

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Nippon India Large Cap Fund- Growth Plan -Growth Option

Equity: Large Cap

Period	Annualized Return (%)
1 Year	7.41
3 Years	20.09
5 Years	24.44
10 Years	14.58

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	9.17
3 Years	20.04
5 Years	26.13
10 Years	15.96

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Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Hybrid: Dynamic Asset Allocation

Period	Annualized Return (%)
1 Year	7.04
3 Years	14.69
5 Years	13.98
10 Years	-

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

Debt: Corporate Bond

Period	Annualized Return (%)
1 Year	7.88
3 Years	7.96
5 Years	6.37
10 Years	7.67

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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Equity: Large and Mid Cap

Period	Annualized Return (%)
1 Year	6.5
3 Years	28.3
5 Years	28.15
10 Years	-

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Nippon India Large Cap Fund- Growth Plan -Growth Option

Equity: Large Cap

Period	Annualized Return (%)
1 Year	7.41
3 Years	20.09
5 Years	24.44
10 Years	14.58

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	9.17
3 Years	20.04
5 Years	26.13
10 Years	15.96

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Kotak Equity Savings Fund - Regular - Growth

Hybrid: Equity Savings

Period	Annualized Return (%)
1 Year	7.44
3 Years	11.9
5 Years	11.49
10 Years	9.37

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Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Debt: Banking and PSU

Period	Annualized Return (%)
1 Year	7.71
3 Years	7.81
5 Years	5.87
10 Years	7.47

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

Debt: Corporate Bond

Period	Annualized Return (%)
1 Year	7.88
3 Years	7.96
5 Years	6.37
10 Years	7.67

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	9.17
3 Years	20.04
5 Years	26.13
10 Years	15.96

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Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Hybrid: Dynamic Asset Allocation

Period	Annualized Return (%)
1 Year	7.04
3 Years	14.69
5 Years	13.98
10 Years	-

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Kotak Equity Savings Fund - Regular - Growth

Hybrid: Equity Savings

Period	Annualized Return (%)
1 Year	7.44
3 Years	11.9
5 Years	11.49
10 Years	9.37

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Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Debt: Banking and PSU

Period	Annualized Return (%)
1 Year	7.71
3 Years	7.81
5 Years	5.87
10 Years	7.47

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

Debt: Corporate Bond

Period	Annualized Return (%)
1 Year	7.88
3 Years	7.96
5 Years	6.37
10 Years	7.67

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

Debt: Short Duration

Period	Annualized Return (%)
1 Year	9.38
3 Years	10.04
5 Years	10.09
10 Years	5.6

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Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth

Hybrid: Conservative

Period	Annualized Return (%)
1 Year	7.54
3 Years	11.95
5 Years	-
10 Years	-

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Kotak Equity Savings Fund - Regular - Growth

Hybrid: Equity Savings

Period	Annualized Return (%)
1 Year	7.44
3 Years	11.9
5 Years	11.49
10 Years	9.37

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