Model Portfolio

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Equity: Flexi Cap

Period	Annualized Return (%)
1 Year	4.19
3 Years	22.61
5 Years	13.8
10 Years	13.9

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Invesco India Large & Mid Cap Fund - Growth

Equity: Large and Mid Cap

Period	Annualized Return (%)
1 Year	9.06
3 Years	23.61
5 Years	17.43
10 Years	16.6

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WhiteOak Capital Mid Cap Fund Regular Plan Growth

Equity: Mid Cap

Period	Annualized Return (%)
1 Year	13.78
3 Years	25.58
5 Years	-
10 Years	-

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BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH

Equity: Small Cap

Period	Annualized Return (%)
1 Year	7.61
3 Years	29.88
5 Years	23.97
10 Years	-

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	12.89
3 Years	19.11
5 Years	19.91
10 Years	16.85

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Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Equity: Flexi Cap

Period	Annualized Return (%)
1 Year	4.19
3 Years	22.61
5 Years	13.8
10 Years	13.9

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Invesco India Large & Mid Cap Fund - Growth

Equity: Large and Mid Cap

Period	Annualized Return (%)
1 Year	9.06
3 Years	23.61
5 Years	17.43
10 Years	16.6

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Nippon India Large Cap Fund- Growth Plan -Growth Option

Equity: Large Cap

Period	Annualized Return (%)
1 Year	11.43
3 Years	18.98
5 Years	18.09
10 Years	15.86

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	12.89
3 Years	19.11
5 Years	19.91
10 Years	16.85

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HDFC Balanced Advantage Fund - Growth Plan

Hybrid: Dynamic Asset Allocation

Period	Annualized Return (%)
1 Year	9.89
3 Years	17.95
5 Years	17.89
10 Years	15.6

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BARODA BNP PARIBAS CORPORATE BOND FUND - Regular Plan - GROWTH OPTION

Debt: Corporate Bond

Period	Annualized Return (%)
1 Year	7.34
3 Years	7.64
5 Years	5.58
10 Years	6.03

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Invesco India Large & Mid Cap Fund - Growth

Equity: Large and Mid Cap

Period	Annualized Return (%)
1 Year	9.06
3 Years	23.61
5 Years	17.43
10 Years	16.6

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Nippon India Large Cap Fund- Growth Plan -Growth Option

Equity: Large Cap

Period	Annualized Return (%)
1 Year	11.43
3 Years	18.98
5 Years	18.09
10 Years	15.86

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	12.89
3 Years	19.11
5 Years	19.91
10 Years	16.85

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Kotak Equity Savings Fund - Regular - Growth

Hybrid: Equity Savings

Period	Annualized Return (%)
1 Year	7.17
3 Years	10.94
5 Years	9.95
10 Years	9.5

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Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth

Debt: Banking and PSU

Period	Annualized Return (%)
1 Year	6.81
3 Years	7.25
5 Years	5.62
10 Years	6.53

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BARODA BNP PARIBAS CORPORATE BOND FUND - Regular Plan - GROWTH OPTION

Debt: Corporate Bond

Period	Annualized Return (%)
1 Year	7.34
3 Years	7.64
5 Years	5.58
10 Years	6.03

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	12.89
3 Years	19.11
5 Years	19.91
10 Years	16.85

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HDFC Balanced Advantage Fund - Growth Plan

Hybrid: Dynamic Asset Allocation

Period	Annualized Return (%)
1 Year	9.89
3 Years	17.95
5 Years	17.89
10 Years	15.6

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Kotak Equity Savings Fund - Regular - Growth

Hybrid: Equity Savings

Period	Annualized Return (%)
1 Year	7.17
3 Years	10.94
5 Years	9.95
10 Years	9.5

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Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth

Debt: Banking and PSU

Period	Annualized Return (%)
1 Year	6.81
3 Years	7.25
5 Years	5.62
10 Years	6.53

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BARODA BNP PARIBAS CORPORATE BOND FUND - Regular Plan - GROWTH OPTION

Debt: Corporate Bond

Period	Annualized Return (%)
1 Year	7.34
3 Years	7.64
5 Years	5.58
10 Years	6.03

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Axis Short Duration Fund - Regular Plan - Growth Option

Debt: Short Duration

Period	Annualized Return (%)
1 Year	7.38
3 Years	7.41
5 Years	6.08
10 Years	7.12

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Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth

Hybrid: Conservative

Period	Annualized Return (%)
1 Year	7.41
3 Years	11.26
5 Years	-
10 Years	-

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Kotak Equity Savings Fund - Regular - Growth

Hybrid: Equity Savings

Period	Annualized Return (%)
1 Year	7.17
3 Years	10.94
5 Years	9.95
10 Years	9.5

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