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 | 20.64 | 118,573 |
| 3 Year Return | 23.4 | 190,746 |
| 5 Year Return | 26.28 | 323,454 |
| 10 Year Return | 17.22 | 488,881 |
| Category | Equity: Small Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 18.54 | 117,624 |
| 3 Year Return | 21.31 | 182,421 |
| 5 Year Return | 31.75 | 399,249 |
| 10 Year Return | 20.59 | 649,039 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 15.24 | 114,413 |
| 3 Year Return | 16.62 | 160,010 |
| 5 Year Return | 20.4 | 254,085 |
| 10 Year Return | 14.6 | 390,077 |
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 | 19.86 | 118,574 |
| 3 Year Return | 16.33 | 160,119 |
| 5 Year Return | 19.15 | 240,856 |
| 10 Year Return | 14.84 | 398,423 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 15.05 | 114,241 |
| 3 Year Return | 17.19 | 163,696 |
| 5 Year Return | 18.36 | 233,766 |
| 10 Year Return | 13.35 | 347,800 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 11.73 | 111,375 |
| 3 Year Return | 10.51 | 137,964 |
| 5 Year Return | 15.3 | 205,660 |
| 10 Year Return | 12.29 | 317,272 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 12.81 | 112,261 |
| 3 Year Return | 9.29 | 132,157 |
| 5 Year Return | 12.88 | 184,370 |
| 10 Year Return | 11.32 | 290,392 |
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 | 15.24 | 114,413 |
| 3 Year Return | 16.62 | 160,010 |
| 5 Year Return | 20.4 | 254,085 |
| 10 Year Return | 14.6 | 390,077 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 11.73 | 111,375 |
| 3 Year Return | 10.51 | 137,964 |
| 5 Year Return | 15.3 | 205,660 |
| 10 Year Return | 12.29 | 317,272 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 15.24 | 114,413 |
| 3 Year Return | 16.62 | 160,010 |
| 5 Year Return | 20.4 | 254,085 |
| 10 Year Return | 14.6 | 390,077 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 12.81 | 112,261 |
| 3 Year Return | 9.29 | 132,157 |
| 5 Year Return | 12.88 | 184,370 |
| 10 Year Return | 11.32 | 290,392 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 11.68 | 111,001 |
| 3 Year Return | 9.91 | 134,608 |
| 5 Year Return | 13.47 | 189,202 |
| 10 Year Return | 9.92 | 256,080 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.54 | 108,411 |
| 3 Year Return | 8.73 | 129,491 |
| 5 Year Return | 10.69 | 166,616 |
| 10 Year Return | 9.24 | 241,737 |
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 | 8.1 | 108,103 |
| 3 Year Return | 6.96 | 122,278 |
| 5 Year Return | 7.25 | 141,852 |
| 10 Year Return | 7.83 | 212,810 |
| Category | Debt: Medium Duration | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.49 | 108,521 |
| 3 Year Return | 6.62 | 121,113 |
| 5 Year Return | 7.03 | 140,364 |
| 10 Year Return | 7.32 | 202,956 |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.82 | 110,672 |
| 3 Year Return | 8.64 | 128,734 |
| 5 Year Return | 9.58 | 158,078 |
| 10 Year Return | 9.11 | 239,120 |
