Model Portfolio

HDFC Mid-Cap Opportunities Fund - Growth Plan

Equity: Mid Cap
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1 Yr Return 3 Yrs Return 5 Yrs Return 10 Yrs Return
Annualized Return (%) 8.69 24.4 32.26 17.26
Value of Rs.1 Lakh Invested 107,790 194,157 421,044 483,479

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 (%) 6.6 19.97 25.87 13.85
Value of Rs.1 Lakh Invested 106,330 173,020 334,039 359,693

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 (%) 6.6 19.97 25.87 13.85
Value of Rs.1 Lakh Invested 106,330 173,020 334,039 359,693

SBI Blue Chip 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 (%) 9.9 14.46 21.3 12.46
Value of Rs.1 Lakh Invested 109,742 150,425 277,621 320,330

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 (%) 10.36 18.93 26.51 15.54
Value of Rs.1 Lakh Invested 110,225 168,600 334,003 418,901

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 (%) 11.63 12.65 17.69 11.86
Value of Rs.1 Lakh Invested 111,675 143,160 233,895 303,803

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 (%) 6.6 19.97 25.87 13.85
Value of Rs.1 Lakh Invested 106,330 173,020 334,039 359,693

SBI Blue Chip Fund-Regular Plan Growth

Equity: Large Cap
Invest Now
1 Yr Return 3 Yrs Return 5 Yrs Return 10 Yrs Return
Annualized Return (%) 9.9 14.46 21.3 12.46
Value of Rs.1 Lakh Invested 109,742 150,425 277,621 320,330

ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive
Invest Now
1 Yr Return 3 Yrs Return 5 Yrs Return 10 Yrs Return
Annualized Return (%) 10.36 18.93 26.51 15.54
Value of Rs.1 Lakh Invested 110,225 168,600 334,003 418,901

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 (%) 11.63 12.65 17.69 11.86
Value of Rs.1 Lakh Invested 111,675 143,160 233,895 303,803

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 (%) 6.6 19.97 25.87 13.85
Value of Rs.1 Lakh Invested 106,330 173,020 334,039 359,693

SBI Blue Chip Fund-Regular Plan Growth

Equity: Large Cap
Invest Now
1 Yr Return 3 Yrs Return 5 Yrs Return 10 Yrs Return
Annualized Return (%) 9.9 14.46 21.3 12.46
Value of Rs.1 Lakh Invested 109,742 150,425 277,621 320,330

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 (%) 6.6 19.97 25.87 13.85
Value of Rs.1 Lakh Invested 106,330 173,020 334,039 359,693

SBI Blue Chip Fund-Regular Plan Growth

Equity: Large Cap
Invest Now
1 Yr Return 3 Yrs Return 5 Yrs Return 10 Yrs Return
Annualized Return (%) 9.9 14.46 21.3 12.46
Value of Rs.1 Lakh Invested 109,742 150,425 277,621 320,330