Model Portfolio

HDFC Flexi Cap Fund - Growth Plan

Equity: Flexi Cap

Period	Annualized Return (%)
1 Year	8.82
3 Years	20.8
5 Years	24.13
10 Years	17.01

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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Equity: Large and Mid Cap

Period	Annualized Return (%)
1 Year	-4.82
3 Years	23.71
5 Years	23.65
10 Years	-

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Invesco India Midcap Fund - Growth Option

Equity: Mid Cap

Period	Annualized Return (%)
1 Year	5.76
3 Years	26.33
5 Years	25.01
10 Years	18.71

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BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH

Equity: Small Cap

Period	Annualized Return (%)
1 Year	-4.8
3 Years	28.64
5 Years	26.65
10 Years	-

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	10.34
3 Years	18.91
5 Years	22.09
10 Years	16.44

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HDFC Flexi Cap Fund - Growth Plan

Equity: Flexi Cap

Period	Annualized Return (%)
1 Year	8.82
3 Years	20.8
5 Years	24.13
10 Years	17.01

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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Equity: Large and Mid Cap

Period	Annualized Return (%)
1 Year	-4.82
3 Years	23.71
5 Years	23.65
10 Years	-

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Nippon India Large Cap Fund- Growth Plan -Growth Option

Equity: Large Cap

Period	Annualized Return (%)
1 Year	5.2
3 Years	18.42
5 Years	20.89
10 Years	15.28

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	10.34
3 Years	18.91
5 Years	22.09
10 Years	16.44

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

Hybrid: Dynamic Asset Allocation

Period	Annualized Return (%)
1 Year	4.38
3 Years	13.48
5 Years	12.56
10 Years	-

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

Debt: Corporate Bond

Period	Annualized Return (%)
1 Year	7.24
3 Years	7.71
5 Years	6.24
10 Years	7.63

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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Equity: Large and Mid Cap

Period	Annualized Return (%)
1 Year	-4.82
3 Years	23.71
5 Years	23.65
10 Years	-

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Nippon India Large Cap Fund- Growth Plan -Growth Option

Equity: Large Cap

Period	Annualized Return (%)
1 Year	5.2
3 Years	18.42
5 Years	20.89
10 Years	15.28

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	10.34
3 Years	18.91
5 Years	22.09
10 Years	16.44

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Kotak Equity Savings Fund - Regular - Growth

Hybrid: Equity Savings

Period	Annualized Return (%)
1 Year	6.1
3 Years	11.41
5 Years	10.74
10 Years	9.64

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

Debt: Banking and PSU

Period	Annualized Return (%)
1 Year	7.28
3 Years	7.3
5 Years	5.88
10 Years	7.46

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

Debt: Corporate Bond

Period	Annualized Return (%)
1 Year	7.24
3 Years	7.71
5 Years	6.24
10 Years	7.63

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	10.34
3 Years	18.91
5 Years	22.09
10 Years	16.44

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

Hybrid: Dynamic Asset Allocation

Period	Annualized Return (%)
1 Year	4.38
3 Years	13.48
5 Years	12.56
10 Years	-

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Kotak Equity Savings Fund - Regular - Growth

Hybrid: Equity Savings

Period	Annualized Return (%)
1 Year	6.1
3 Years	11.41
5 Years	10.74
10 Years	9.64

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

Debt: Banking and PSU

Period	Annualized Return (%)
1 Year	7.28
3 Years	7.3
5 Years	5.88
10 Years	7.46

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

Debt: Corporate Bond

Period	Annualized Return (%)
1 Year	7.24
3 Years	7.71
5 Years	6.24
10 Years	7.63

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

Debt: Short Duration

Period	Annualized Return (%)
1 Year	7.03
3 Years	7.33
5 Years	10.09
10 Years	5.58

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Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth

Hybrid: Conservative

Period	Annualized Return (%)
1 Year	7.18
3 Years	11.13
5 Years	-
10 Years	-

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Kotak Equity Savings Fund - Regular - Growth

Hybrid: Equity Savings

Period	Annualized Return (%)
1 Year	6.1
3 Years	11.41
5 Years	10.74
10 Years	9.64

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