Model Portfolio

Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option

Equity: Large and Mid Cap

Period	Annualized Return (%)
1 Year	-3.29
3 Years	22.57
5 Years	14.48
10 Years	22.07

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Invesco India Midcap Fund - Growth Option

Equity: Mid Cap

Period	Annualized Return (%)
1 Year	2.81
3 Years	24.53
5 Years	14.42
10 Years	18.67

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Nippon India Small Cap Fund - Growth Plan - Growth Option

Equity: Small Cap

Period	Annualized Return (%)
1 Year	11.84
3 Years	36.19
5 Years	18.11
10 Years	24.23

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Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	-0.39
3 Years	15.98
5 Years	11.58
10 Years	13.63

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	7.85
3 Years	21.99
5 Years	13.75
10 Years	15.96

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Axis Growth Opportunities Fund - Regular Plan - Growth

Equity: Large and Mid Cap

Period	Annualized Return (%)
1 Year	-4.54
3 Years	22.21
5 Years	-
10 Years	-

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Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option

Equity: Large and Mid Cap

Period	Annualized Return (%)
1 Year	-3.29
3 Years	22.57
5 Years	14.48
10 Years	22.07

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Axis Bluechip Fund - Regular Plan - Growth

Equity: Large Cap

Period	Annualized Return (%)
1 Year	-6.84
3 Years	12.91
5 Years	12.64
10 Years	14.24

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Mirae Asset Large Cap Fund - Growth Plan

Equity: Large Cap

Period	Annualized Return (%)
1 Year	-2.26
3 Years	16.37
5 Years	11.55
10 Years	15.86

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Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	-0.48
3 Years	15.11
5 Years	10.85
10 Years	-

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Axis Bluechip Fund - Regular Plan - Growth

Equity: Large Cap

Period	Annualized Return (%)
1 Year	-6.84
3 Years	12.91
5 Years	12.64
10 Years	14.24

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Mirae Asset Large Cap Fund - Growth Plan

Equity: Large Cap

Period	Annualized Return (%)
1 Year	-2.26
3 Years	16.37
5 Years	11.55
10 Years	15.86

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Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	-0.39
3 Years	15.98
5 Years	11.58
10 Years	13.63

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	7.85
3 Years	21.99
5 Years	13.75
10 Years	15.96

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Kotak Equity Savings Fund - Regular - Growth

Hybrid: Equity Savings

Period	Annualized Return (%)
1 Year	5.75
3 Years	9.89
5 Years	7.96
10 Years	-

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Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	-0.39
3 Years	15.98
5 Years	11.58
10 Years	13.63

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	7.85
3 Years	21.99
5 Years	13.75
10 Years	15.96

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Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	-0.48
3 Years	15.11
5 Years	10.85
10 Years	-

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Axis Equity Saver Fund - Regular Plan - Growth

Hybrid: Equity Savings

Period	Annualized Return (%)
1 Year	-0.83
3 Years	8.7
5 Years	7.79
10 Years	-

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Kotak Equity Savings Fund - Regular - Growth

Hybrid: Equity Savings

Period	Annualized Return (%)
1 Year	5.75
3 Years	9.89
5 Years	7.96
10 Years	-

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ICICI Prudential All Seasons Bond Fund - Growth

Debt: Dynamic Bond

Period	Annualized Return (%)
1 Year	3.46
3 Years	7.18
5 Years	6.96
10 Years	9.29

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UTI Dynamic Bond Fund - Regular Plan - Growth Option

Debt: Dynamic Bond

Period	Annualized Return (%)
1 Year	9.27
3 Years	8.8
5 Years	5.03
10 Years	7.56

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Bharat Bond FOF- April 2025- Regular Plan- Growth Option

Fund of Funds-Domestic-Debt

Period	Annualized Return (%)
1 Year	1.59
3 Years	-
5 Years	-
10 Years	-

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ICICI Prudential Regular Savings Fund - Plan - Growth

Hybrid: Conservative

Period	Annualized Return (%)
1 Year	4.26
3 Years	9.46
5 Years	8.19
10 Years	10.03

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Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth

Hybrid: Conservative

Period	Annualized Return (%)
1 Year	4.59
3 Years	-
5 Years	-
10 Years	-

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