Model Portfolio
Aggressive = Equity Funds 70% | Balanced Fund 30%
| Category | Equity: Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.79 | 107,683 |
| 3 Year Return | 30.58 | 229,941 |
| 5 Year Return | 33.24 | 424,484 |
| 10 Year Return | 18.1 | 529,777 |
| Category | Equity: Small Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.98 | 101,153 |
| 3 Year Return | 28.56 | 219,029 |
| 5 Year Return | 38.79 | 514,390 |
| 10 Year Return | 22.22 | 742,552 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.51 | 109,465 |
| 3 Year Return | 20.8 | 180,313 |
| 5 Year Return | 26.22 | 323,794 |
| 10 Year Return | 15.92 | 436,973 |
Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%
| Category | Equity: Large and Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.37 | 106,726 |
| 3 Year Return | 24.17 | 196,772 |
| 5 Year Return | 25.6 | 316,689 |
| 10 Year Return | 15.86 | 435,826 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.14 | 106,589 |
| 3 Year Return | 23.54 | 194,080 |
| 5 Year Return | 26.8 | 333,918 |
| 10 Year Return | 14.64 | 391,066 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.23 | 106,517 |
| 3 Year Return | 17.55 | 166,582 |
| 5 Year Return | 21.63 | 270,817 |
| 10 Year Return | 12.97 | 337,797 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 12.35 | 111,848 |
| 3 Year Return | 16.15 | 159,819 |
| 5 Year Return | 18.22 | 234,081 |
| 10 Year Return | 12.54 | 324,532 |
Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.51 | 109,465 |
| 3 Year Return | 20.8 | 180,313 |
| 5 Year Return | 26.22 | 323,794 |
| 10 Year Return | 15.92 | 436,973 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.23 | 106,517 |
| 3 Year Return | 17.55 | 166,582 |
| 5 Year Return | 21.63 | 270,817 |
| 10 Year Return | 12.97 | 337,797 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.51 | 109,465 |
| 3 Year Return | 20.8 | 180,313 |
| 5 Year Return | 26.22 | 323,794 |
| 10 Year Return | 15.92 | 436,973 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 12.35 | 111,848 |
| 3 Year Return | 16.15 | 159,819 |
| 5 Year Return | 18.22 | 234,081 |
| 10 Year Return | 12.54 | 324,532 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 4.31 | 104,028 |
| 3 Year Return | 14.69 | 154,104 |
| 5 Year Return | 17.98 | 230,602 |
| 10 Year Return | 10.27 | 265,379 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.35 | 106,194 |
| 3 Year Return | 11.4 | 139,808 |
| 5 Year Return | 13.32 | 188,232 |
| 10 Year Return | 9.69 | 252,497 |
Conservative = Income Funds 50% | Hybrid Debt Funds (MIP) 30% | Equity Savings Fund 20%
| Category | Debt: Dynamic Bond | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.58 | 109,481 |
| 3 Year Return | 8.59 | 128,541 |
| 5 Year Return | 6.97 | 140,030 |
| 10 Year Return | 8.39 | 223,654 |
| Category | Debt: Medium Duration | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.79 | 109,709 |
| 3 Year Return | 8.2 | 126,921 |
| 5 Year Return | 7.27 | 141,919 |
| 10 Year Return | 7.79 | 211,406 |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.28 | 109,201 |
| 3 Year Return | 10.92 | 137,348 |
| 5 Year Return | 10.81 | 167,460 |
| 10 Year Return | 9.65 | 250,908 |
