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 | 1.84 | 101,861 |
| 3 Year Return | 25.28 | 198,435 |
| 5 Year Return | 28.03 | 342,293 |
| 10 Year Return | 17.93 | 510,507 |
| Category | Equity: Small Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -7.24 | 92,594 |
| 3 Year Return | 23.28 | 188,066 |
| 5 Year Return | 31.22 | 390,958 |
| 10 Year Return | 21.33 | 675,055 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 4.53 | 104,252 |
| 3 Year Return | 19.25 | 171,438 |
| 5 Year Return | 24.09 | 292,418 |
| 10 Year Return | 16.1 | 434,983 |
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 | -3.17 | 96,201 |
| 3 Year Return | 19.35 | 171,949 |
| 5 Year Return | 21.54 | 262,717 |
| 10 Year Return | 15.44 | 411,215 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.86 | 101,704 |
| 3 Year Return | 19.51 | 173,199 |
| 5 Year Return | 23.19 | 280,082 |
| 10 Year Return | 14.61 | 383,024 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.62 | 100,382 |
| 3 Year Return | 13.86 | 149,531 |
| 5 Year Return | 18.17 | 228,182 |
| 10 Year Return | 12.84 | 328,776 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.64 | 106,310 |
| 3 Year Return | 13.43 | 147,126 |
| 5 Year Return | 15.77 | 206,065 |
| 10 Year Return | 12.34 | 315,293 |
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 | 4.53 | 104,252 |
| 3 Year Return | 19.25 | 171,438 |
| 5 Year Return | 24.09 | 292,418 |
| 10 Year Return | 16.1 | 434,983 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.62 | 100,382 |
| 3 Year Return | 13.86 | 149,531 |
| 5 Year Return | 18.17 | 228,182 |
| 10 Year Return | 12.84 | 328,776 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 4.53 | 104,252 |
| 3 Year Return | 19.25 | 171,438 |
| 5 Year Return | 24.09 | 292,418 |
| 10 Year Return | 16.1 | 434,983 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.64 | 106,310 |
| 3 Year Return | 13.43 | 147,126 |
| 5 Year Return | 15.77 | 206,065 |
| 10 Year Return | 12.34 | 315,293 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -2.67 | 97,156 |
| 3 Year Return | 11.2 | 139,052 |
| 5 Year Return | 15.3 | 202,983 |
| 10 Year Return | 9.98 | 254,886 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.16 | 103,024 |
| 3 Year Return | 10.11 | 133,957 |
| 5 Year Return | 11.84 | 174,524 |
| 10 Year Return | 9.81 | 253,277 |
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 | 7.41 | 107,400 |
| 3 Year Return | 7.58 | 124,436 |
| 5 Year Return | 6.71 | 138,351 |
| 10 Year Return | 8.08 | 217,169 |
| Category | Debt: Medium Duration | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.33 | 108,321 |
| 3 Year Return | 7.7 | 124,981 |
| 5 Year Return | 6.95 | 140,020 |
| 10 Year Return | 7.6 | 207,840 |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.69 | 106,523 |
| 3 Year Return | 10.07 | 133,612 |
| 5 Year Return | 9.92 | 160,269 |
| 10 Year Return | 9.54 | 246,413 |
