Model Portfolio

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Equity: Flexi Cap

Period	Annualized Return (%)
1 Year	-2.06
3 Years	22.23
5 Years	14.21
10 Years	13.33

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Invesco India Large & Mid Cap Fund - Growth

Equity: Large and Mid Cap

Period	Annualized Return (%)
1 Year	5.57
3 Years	22.94
5 Years	18.25
10 Years	16.22

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WhiteOak Capital Mid Cap Fund Regular Plan Growth

Equity: Mid Cap

Period	Annualized Return (%)
1 Year	6.71
3 Years	25.26
5 Years	-
10 Years	-

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BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH

Equity: Small Cap

Period	Annualized Return (%)
1 Year	0.72
3 Years	29.17
5 Years	24.28
10 Years	-

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	12.33
3 Years	18.85
5 Years	20.68
10 Years	16.32

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Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Equity: Flexi Cap

Period	Annualized Return (%)
1 Year	-2.06
3 Years	22.23
5 Years	14.21
10 Years	13.33

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Invesco India Large & Mid Cap Fund - Growth

Equity: Large and Mid Cap

Period	Annualized Return (%)
1 Year	5.57
3 Years	22.94
5 Years	18.25
10 Years	16.22

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Nippon India Large Cap Fund- Growth Plan -Growth Option

Equity: Large Cap

Period	Annualized Return (%)
1 Year	8.47
3 Years	18.65
5 Years	18.93
10 Years	15.07

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	12.33
3 Years	18.85
5 Years	20.68
10 Years	16.32

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HDFC Balanced Advantage Fund - Growth Plan

Hybrid: Dynamic Asset Allocation

Period	Annualized Return (%)
1 Year	7.47
3 Years	17.43
5 Years	18.73
10 Years	14.63

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

Debt: Corporate Bond

Period	Annualized Return (%)
1 Year	8.03
3 Years	7.79
5 Years	5.37
10 Years	5.98

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Invesco India Large & Mid Cap Fund - Growth

Equity: Large and Mid Cap

Period	Annualized Return (%)
1 Year	5.57
3 Years	22.94
5 Years	18.25
10 Years	16.22

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Nippon India Large Cap Fund- Growth Plan -Growth Option

Equity: Large Cap

Period	Annualized Return (%)
1 Year	8.47
3 Years	18.65
5 Years	18.93
10 Years	15.07

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	12.33
3 Years	18.85
5 Years	20.68
10 Years	16.32

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Kotak Equity Savings Fund - Regular - Growth

Hybrid: Equity Savings

Period	Annualized Return (%)
1 Year	7.77
3 Years	11.27
5 Years	10.22
10 Years	9.54

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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	7.41
3 Years	7.4
5 Years	5.61
10 Years	6.58

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

Debt: Corporate Bond

Period	Annualized Return (%)
1 Year	8.03
3 Years	7.79
5 Years	5.37
10 Years	5.98

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ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive

Period	Annualized Return (%)
1 Year	12.33
3 Years	18.85
5 Years	20.68
10 Years	16.32

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HDFC Balanced Advantage Fund - Growth Plan

Hybrid: Dynamic Asset Allocation

Period	Annualized Return (%)
1 Year	7.47
3 Years	17.43
5 Years	18.73
10 Years	14.63

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Kotak Equity Savings Fund - Regular - Growth

Hybrid: Equity Savings

Period	Annualized Return (%)
1 Year	7.77
3 Years	11.27
5 Years	10.22
10 Years	9.54

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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	7.41
3 Years	7.4
5 Years	5.61
10 Years	6.58

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

Debt: Corporate Bond

Period	Annualized Return (%)
1 Year	8.03
3 Years	7.79
5 Years	5.37
10 Years	5.98

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Axis Short Duration Fund - Regular Plan - Growth Option

Debt: Short Duration

Period	Annualized Return (%)
1 Year	7.87
3 Years	7.54
5 Years	5.92
10 Years	7.12

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Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth

Hybrid: Conservative

Period	Annualized Return (%)
1 Year	7.12
3 Years	11.02
5 Years	-
10 Years	-

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Kotak Equity Savings Fund - Regular - Growth

Hybrid: Equity Savings

Period	Annualized Return (%)
1 Year	7.77
3 Years	11.27
5 Years	10.22
10 Years	9.54

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