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 (%) 1.78 24.7 29.85 18.19
Value of Rs.1 Lakh Invested 100,731 198,338 370,252 530,110

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 (%) 1.93 19.62 25.47 14.99
Value of Rs.1 Lakh Invested 101,251 174,326 314,084 403,099

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 (%) 1.93 19.62 25.47 14.99
Value of Rs.1 Lakh Invested 101,251 174,326 314,084 403,099

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 (%) -1.38 14.32 19.78 13.07
Value of Rs.1 Lakh Invested 98,017 151,974 247,244 339,887

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 (%) 4.13 19.95 26.16 16.25
Value of Rs.1 Lakh Invested 103,596 174,755 322,829 449,950

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 (%) 6.17 13.87 17.21 12.57
Value of Rs.1 Lakh Invested 105,659 149,356 222,284 326,124

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 (%) 1.93 19.62 25.47 14.99
Value of Rs.1 Lakh Invested 101,251 174,326 314,084 403,099

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 (%) -1.38 14.32 19.78 13.07
Value of Rs.1 Lakh Invested 98,017 151,974 247,244 339,887

ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive
Invest Now
1 Yr Return 3 Yrs Return 5 Yrs Return 10 Yrs Return
Annualized Return (%) 4.13 19.95 26.16 16.25
Value of Rs.1 Lakh Invested 103,596 174,755 322,829 449,950

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 (%) 6.17 13.87 17.21 12.57
Value of Rs.1 Lakh Invested 105,659 149,356 222,284 326,124

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 (%) 1.93 19.62 25.47 14.99
Value of Rs.1 Lakh Invested 101,251 174,326 314,084 403,099

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 (%) -1.38 14.32 19.78 13.07
Value of Rs.1 Lakh Invested 98,017 151,974 247,244 339,887

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 (%) 1.93 19.62 25.47 14.99
Value of Rs.1 Lakh Invested 101,251 174,326 314,084 403,099

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 (%) -1.38 14.32 19.78 13.07
Value of Rs.1 Lakh Invested 98,017 151,974 247,244 339,887