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 | 12.31 | 111,590 |
| 3 Year Return | 24.51 | 197,166 |
| 5 Year Return | 33.45 | 430,718 |
| 10 Year Return | 17.06 | 492,281 |
| Category | Equity: Small Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.6 | 104,987 |
| 3 Year Return | 21.68 | 183,318 |
| 5 Year Return | 39.0 | 527,730 |
| 10 Year Return | 20.52 | 664,011 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 12.04 | 111,828 |
| 3 Year Return | 18.61 | 168,884 |
| 5 Year Return | 27.29 | 338,907 |
| 10 Year Return | 15.41 | 424,594 |
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 | 15.56 | 115,101 |
| 3 Year Return | 20.61 | 177,974 |
| 5 Year Return | 26.65 | 330,643 |
| 10 Year Return | 15.19 | 420,376 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.86 | 108,661 |
| 3 Year Return | 19.96 | 175,445 |
| 5 Year Return | 27.15 | 338,500 |
| 10 Year Return | 13.78 | 368,471 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.47 | 110,048 |
| 3 Year Return | 14.22 | 151,133 |
| 5 Year Return | 22.47 | 281,289 |
| 10 Year Return | 12.3 | 321,879 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 14.02 | 113,431 |
| 3 Year Return | 12.61 | 144,125 |
| 5 Year Return | 18.28 | 235,403 |
| 10 Year Return | 11.76 | 307,750 |
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 | 12.04 | 111,828 |
| 3 Year Return | 18.61 | 168,884 |
| 5 Year Return | 27.29 | 338,907 |
| 10 Year Return | 15.41 | 424,594 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.47 | 110,048 |
| 3 Year Return | 14.22 | 151,133 |
| 5 Year Return | 22.47 | 281,289 |
| 10 Year Return | 12.3 | 321,879 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 12.04 | 111,828 |
| 3 Year Return | 18.61 | 168,884 |
| 5 Year Return | 27.29 | 338,907 |
| 10 Year Return | 15.41 | 424,594 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 14.02 | 113,431 |
| 3 Year Return | 12.61 | 144,125 |
| 5 Year Return | 18.28 | 235,403 |
| 10 Year Return | 11.76 | 307,750 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.01 | 106,896 |
| 3 Year Return | 12.63 | 143,784 |
| 5 Year Return | 18.55 | 237,153 |
| 10 Year Return | 9.68 | 255,914 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.07 | 106,957 |
| 3 Year Return | 9.94 | 133,736 |
| 5 Year Return | 13.49 | 189,548 |
| 10 Year Return | 9.49 | 248,207 |
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 | 10.43 | 110,463 |
| 3 Year Return | 8.09 | 126,060 |
| 5 Year Return | 7.13 | 141,963 |
| 10 Year Return | 8.1 | 218,354 |
| Category | Debt: Medium Duration | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.1 | 110,124 |
| 3 Year Return | 7.69 | 124,715 |
| 5 Year Return | 7.11 | 141,697 |
| 10 Year Return | 7.59 | 208,061 |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.89 | 109,858 |
| 3 Year Return | 9.92 | 132,966 |
| 5 Year Return | 10.86 | 168,520 |
| 10 Year Return | 9.28 | 244,025 |
