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 (%) 6.82 32.93 33.49 18.17
Value of Rs.1 Lakh Invested 106,433 234,941 420,510 525,211

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 (%) 5.92 25.72 27.25 14.56
Value of Rs.1 Lakh Invested 105,763 199,608 334,031 386,246

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 (%) 5.92 25.72 27.25 14.56
Value of Rs.1 Lakh Invested 105,763 199,608 334,031 386,246

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 (%) 5.83 19.3 21.82 12.9
Value of Rs.1 Lakh Invested 105,572 170,856 269,340 334,192

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 (%) 9.5 22.75 26.49 15.89
Value of Rs.1 Lakh Invested 109,310 186,488 323,559 434,987

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 (%) 11.7 17.49 18.5 12.49
Value of Rs.1 Lakh Invested 111,277 163,180 233,805 323,282

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 (%) 5.92 25.72 27.25 14.56
Value of Rs.1 Lakh Invested 105,763 199,608 334,031 386,246

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 (%) 5.83 19.3 21.82 12.9
Value of Rs.1 Lakh Invested 105,572 170,856 269,340 334,192

ICICI Prudential Equity & Debt Fund - Growth

Hybrid: Aggressive
Invest Now
1 Yr Return 3 Yrs Return 5 Yrs Return 10 Yrs Return
Annualized Return (%) 9.5 22.75 26.49 15.89
Value of Rs.1 Lakh Invested 109,310 186,488 323,559 434,987

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 (%) 11.7 17.49 18.5 12.49
Value of Rs.1 Lakh Invested 111,277 163,180 233,805 323,282

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 (%) 5.92 25.72 27.25 14.56
Value of Rs.1 Lakh Invested 105,763 199,608 334,031 386,246

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 (%) 5.83 19.3 21.82 12.9
Value of Rs.1 Lakh Invested 105,572 170,856 269,340 334,192

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 (%) 5.92 25.72 27.25 14.56
Value of Rs.1 Lakh Invested 105,763 199,608 334,031 386,246

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 (%) 5.83 19.3 21.82 12.9
Value of Rs.1 Lakh Invested 105,572 170,856 269,340 334,192