Model Portfolio

HDFC Flexi Cap Fund - Growth Plan

Equity: Flexi Cap

Period	Annualized Return (%)
1 Year	8.49
3 Years	23.44
5 Years	29.11
10 Years	16.08

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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Equity: Large and Mid Cap

Period	Annualized Return (%)
1 Year	2.99
3 Years	28.9
5 Years	28.54
10 Years	-

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Invesco India Midcap Fund - Growth Option

Equity: Mid Cap

Period	Annualized Return (%)
1 Year	10.53
3 Years	28.46
5 Years	28.48
10 Years	18.33

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BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH

Equity: Small Cap

Period	Annualized Return (%)
1 Year	-1.18
3 Years	30.19
5 Years	30.66
10 Years	-

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	7.62
3 Years	20.28
5 Years	26.7
10 Years	15.94

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HDFC Flexi Cap Fund - Growth Plan

Equity: Flexi Cap

Period	Annualized Return (%)
1 Year	8.49
3 Years	23.44
5 Years	29.11
10 Years	16.08

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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Equity: Large and Mid Cap

Period	Annualized Return (%)
1 Year	2.99
3 Years	28.9
5 Years	28.54
10 Years	-

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Nippon India Large Cap Fund- Growth Plan -Growth Option

Equity: Large Cap

Period	Annualized Return (%)
1 Year	5.1
3 Years	20.15
5 Years	24.94
10 Years	14.59

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	7.62
3 Years	20.28
5 Years	26.7
10 Years	15.94

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

Hybrid: Dynamic Asset Allocation

Period	Annualized Return (%)
1 Year	5.6
3 Years	14.82
5 Years	14.13
10 Years	-

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

Debt: Corporate Bond

Period	Annualized Return (%)
1 Year	8.04
3 Years	8.03
5 Years	6.4
10 Years	7.69

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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Equity: Large and Mid Cap

Period	Annualized Return (%)
1 Year	2.99
3 Years	28.9
5 Years	28.54
10 Years	-

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Nippon India Large Cap Fund- Growth Plan -Growth Option

Equity: Large Cap

Period	Annualized Return (%)
1 Year	5.1
3 Years	20.15
5 Years	24.94
10 Years	14.59

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	7.62
3 Years	20.28
5 Years	26.7
10 Years	15.94

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Kotak Equity Savings Fund - Regular - Growth

Hybrid: Equity Savings

Period	Annualized Return (%)
1 Year	6.42
3 Years	12.05
5 Years	11.55
10 Years	9.38

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

Debt: Banking and PSU

Period	Annualized Return (%)
1 Year	7.8
3 Years	7.85
5 Years	6.0
10 Years	7.49

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

Debt: Corporate Bond

Period	Annualized Return (%)
1 Year	8.04
3 Years	8.03
5 Years	6.4
10 Years	7.69

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	7.62
3 Years	20.28
5 Years	26.7
10 Years	15.94

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

Hybrid: Dynamic Asset Allocation

Period	Annualized Return (%)
1 Year	5.6
3 Years	14.82
5 Years	14.13
10 Years	-

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Kotak Equity Savings Fund - Regular - Growth

Hybrid: Equity Savings

Period	Annualized Return (%)
1 Year	6.42
3 Years	12.05
5 Years	11.55
10 Years	9.38

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

Debt: Banking and PSU

Period	Annualized Return (%)
1 Year	7.8
3 Years	7.85
5 Years	6.0
10 Years	7.49

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

Debt: Corporate Bond

Period	Annualized Return (%)
1 Year	8.04
3 Years	8.03
5 Years	6.4
10 Years	7.69

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

Debt: Short Duration

Period	Annualized Return (%)
1 Year	9.46
3 Years	10.06
5 Years	10.11
10 Years	5.61

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Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth

Hybrid: Conservative

Period	Annualized Return (%)
1 Year	7.33
3 Years	11.97
5 Years	-
10 Years	-

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Kotak Equity Savings Fund - Regular - Growth

Hybrid: Equity Savings

Period	Annualized Return (%)
1 Year	6.42
3 Years	12.05
5 Years	11.55
10 Years	9.38

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