Model Portfolio

HDFC Mid Cap Fund - Growth Plan

Equity: Mid Cap
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1 Yr Return 3 Yrs Return 5 Yrs Return 10 Yrs Return
Annualized Return (%) 1.22 25.95 28.59 17.86
Value of Rs.1 Lakh Invested 102,308 195,713 353,180 510,686

Nippon India Large Cap Fund- Growth Plan -Growth Option

Equity: Large Cap
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1 Yr Return 3 Yrs Return 5 Yrs Return 10 Yrs Return
Annualized Return (%) 2.02 20.64 24.97 14.79
Value of Rs.1 Lakh Invested 102,829 171,829 302,997 390,560

Nippon India Large Cap Fund- Growth Plan -Growth Option

Equity: Large Cap
Invest Now
1 Yr Return 3 Yrs Return 5 Yrs Return 10 Yrs Return
Annualized Return (%) 2.02 20.64 24.97 14.79
Value of Rs.1 Lakh Invested 102,829 171,829 302,997 390,560

SBI Large Cap FUND-REGULAR PLAN GROWTH

Equity: Large Cap
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1 Yr Return 3 Yrs Return 5 Yrs Return 10 Yrs Return
Annualized Return (%) -0.73 15.41 18.87 12.7
Value of Rs.1 Lakh Invested 100,152 150,632 237,006 325,591

ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive
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1 Yr Return 3 Yrs Return 5 Yrs Return 10 Yrs Return
Annualized Return (%) 4.35 20.37 25.83 16.01
Value of Rs.1 Lakh Invested 104,879 172,397 314,934 436,650

SBI Equity Hybrid Fund - Regular Plan -Growth

Hybrid: Aggressive
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1 Yr Return 3 Yrs Return 5 Yrs Return 10 Yrs Return
Annualized Return (%) 6.6 14.34 16.68 12.36
Value of Rs.1 Lakh Invested 107,643 147,401 215,998 318,209

Nippon India Large Cap Fund- Growth Plan -Growth Option

Equity: Large Cap
Invest Now
1 Yr Return 3 Yrs Return 5 Yrs Return 10 Yrs Return
Annualized Return (%) 2.02 20.64 24.97 14.79
Value of Rs.1 Lakh Invested 102,829 171,829 302,997 390,560

SBI Large Cap FUND-REGULAR PLAN GROWTH

Equity: Large Cap
Invest Now
1 Yr Return 3 Yrs Return 5 Yrs Return 10 Yrs Return
Annualized Return (%) -0.73 15.41 18.87 12.7
Value of Rs.1 Lakh Invested 100,152 150,632 237,006 325,591

ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive
Invest Now
1 Yr Return 3 Yrs Return 5 Yrs Return 10 Yrs Return
Annualized Return (%) 4.35 20.37 25.83 16.01
Value of Rs.1 Lakh Invested 104,879 172,397 314,934 436,650

SBI Equity Hybrid Fund - Regular Plan -Growth

Hybrid: Aggressive
Invest Now
1 Yr Return 3 Yrs Return 5 Yrs Return 10 Yrs Return
Annualized Return (%) 6.6 14.34 16.68 12.36
Value of Rs.1 Lakh Invested 107,643 147,401 215,998 318,209

Nippon India Large Cap Fund- Growth Plan -Growth Option

Equity: Large Cap
Invest Now
1 Yr Return 3 Yrs Return 5 Yrs Return 10 Yrs Return
Annualized Return (%) 2.02 20.64 24.97 14.79
Value of Rs.1 Lakh Invested 102,829 171,829 302,997 390,560

SBI Large Cap FUND-REGULAR PLAN GROWTH

Equity: Large Cap
Invest Now
1 Yr Return 3 Yrs Return 5 Yrs Return 10 Yrs Return
Annualized Return (%) -0.73 15.41 18.87 12.7
Value of Rs.1 Lakh Invested 100,152 150,632 237,006 325,591

Nippon India Large Cap Fund- Growth Plan -Growth Option

Equity: Large Cap
Invest Now
1 Yr Return 3 Yrs Return 5 Yrs Return 10 Yrs Return
Annualized Return (%) 2.02 20.64 24.97 14.79
Value of Rs.1 Lakh Invested 102,829 171,829 302,997 390,560

SBI Large Cap FUND-REGULAR PLAN GROWTH

Equity: Large Cap
Invest Now
1 Yr Return 3 Yrs Return 5 Yrs Return 10 Yrs Return
Annualized Return (%) -0.73 15.41 18.87 12.7
Value of Rs.1 Lakh Invested 100,152 150,632 237,006 325,591