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 | 4.45 | 103,860 |
| 3 Year Return | 24.47 | 195,646 |
| 5 Year Return | 25.63 | 310,586 |
| 10 Year Return | 18.59 | 550,644 |
| Category | Equity: Small Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -8.38 | 91,158 |
| 3 Year Return | 20.18 | 175,091 |
| 5 Year Return | 27.75 | 336,791 |
| 10 Year Return | 20.01 | 617,269 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.84 | 109,951 |
| 3 Year Return | 18.83 | 169,002 |
| 5 Year Return | 21.87 | 267,420 |
| 10 Year Return | 16.39 | 454,333 |
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 | 2.52 | 102,481 |
| 3 Year Return | 19.37 | 172,283 |
| 5 Year Return | 19.39 | 241,017 |
| 10 Year Return | 16.02 | 438,806 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 4.51 | 104,497 |
| 3 Year Return | 18.54 | 168,154 |
| 5 Year Return | 20.76 | 254,884 |
| 10 Year Return | 15.16 | 408,602 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 4.66 | 104,814 |
| 3 Year Return | 13.93 | 149,359 |
| 5 Year Return | 15.34 | 202,314 |
| 10 Year Return | 13.2 | 344,973 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.76 | 108,825 |
| 3 Year Return | 13.77 | 148,591 |
| 5 Year Return | 13.93 | 190,594 |
| 10 Year Return | 12.59 | 326,412 |
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 | 9.84 | 109,951 |
| 3 Year Return | 18.83 | 169,002 |
| 5 Year Return | 21.87 | 267,420 |
| 10 Year Return | 16.39 | 454,333 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 4.66 | 104,814 |
| 3 Year Return | 13.93 | 149,359 |
| 5 Year Return | 15.34 | 202,314 |
| 10 Year Return | 13.2 | 344,973 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.84 | 109,951 |
| 3 Year Return | 18.83 | 169,002 |
| 5 Year Return | 21.87 | 267,420 |
| 10 Year Return | 16.39 | 454,333 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.76 | 108,825 |
| 3 Year Return | 13.77 | 148,591 |
| 5 Year Return | 13.93 | 190,594 |
| 10 Year Return | 12.59 | 326,412 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.98 | 102,105 |
| 3 Year Return | 10.87 | 137,137 |
| 5 Year Return | 13.4 | 186,505 |
| 10 Year Return | 10.57 | 272,303 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.29 | 105,322 |
| 3 Year Return | 9.94 | 133,405 |
| 5 Year Return | 10.89 | 167,270 |
| 10 Year Return | 9.94 | 257,736 |
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 | 7.08 | 107,053 |
| 3 Year Return | 7.58 | 124,527 |
| 5 Year Return | 6.32 | 135,918 |
| 10 Year Return | 8.11 | 217,430 |
| Category | Debt: Medium Duration | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.14 | 108,089 |
| 3 Year Return | 7.97 | 125,914 |
| 5 Year Return | 6.63 | 137,898 |
| 10 Year Return | 7.63 | 208,250 |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.41 | 107,297 |
| 3 Year Return | 9.95 | 133,212 |
| 5 Year Return | 9.19 | 155,103 |
| 10 Year Return | 9.55 | 248,617 |
