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 (%) 8.5 24.82 24.12 18.34
Value of Rs.1 Lakh Invested 110,160 195,404 294,879 543,149

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 (%) 8.47 18.65 18.93 15.07
Value of Rs.1 Lakh Invested 109,463 168,302 236,356 409,815

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 (%) 8.47 18.65 18.93 15.07
Value of Rs.1 Lakh Invested 109,463 168,302 236,356 409,815

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 (%) 9.7 14.42 13.8 13.23
Value of Rs.1 Lakh Invested 110,480 151,087 189,420 348,128

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 (%) 12.33 18.85 20.68 16.32
Value of Rs.1 Lakh Invested 113,315 168,848 255,432 457,385

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 (%) 12.27 14.04 12.69 12.34
Value of Rs.1 Lakh Invested 112,794 149,373 181,400 321,996

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 (%) 8.47 18.65 18.93 15.07
Value of Rs.1 Lakh Invested 109,463 168,302 236,356 409,815

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 (%) 9.7 14.42 13.8 13.23
Value of Rs.1 Lakh Invested 110,480 151,087 189,420 348,128

ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive
Invest Now
1 Yr Return 3 Yrs Return 5 Yrs Return 10 Yrs Return
Annualized Return (%) 12.33 18.85 20.68 16.32
Value of Rs.1 Lakh Invested 113,315 168,848 255,432 457,385

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 (%) 12.27 14.04 12.69 12.34
Value of Rs.1 Lakh Invested 112,794 149,373 181,400 321,996

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 (%) 8.47 18.65 18.93 15.07
Value of Rs.1 Lakh Invested 109,463 168,302 236,356 409,815

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 (%) 9.7 14.42 13.8 13.23
Value of Rs.1 Lakh Invested 110,480 151,087 189,420 348,128

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 (%) 8.47 18.65 18.93 15.07
Value of Rs.1 Lakh Invested 109,463 168,302 236,356 409,815

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 (%) 9.7 14.42 13.8 13.23
Value of Rs.1 Lakh Invested 110,480 151,087 189,420 348,128