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 | 10.43 | 109,512 |
| 3 Year Return | 24.53 | 193,276 |
| 5 Year Return | 32.99 | 410,921 |
| 10 Year Return | 17.37 | 492,710 |
| Category | Equity: Small Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.89 | 101,484 |
| 3 Year Return | 21.26 | 179,986 |
| 5 Year Return | 38.54 | 502,850 |
| 10 Year Return | 20.8 | 659,795 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 11.23 | 110,558 |
| 3 Year Return | 18.71 | 168,775 |
| 5 Year Return | 27.58 | 334,075 |
| 10 Year Return | 15.57 | 424,463 |
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 | 12.96 | 112,218 |
| 3 Year Return | 20.24 | 176,057 |
| 5 Year Return | 26.29 | 317,675 |
| 10 Year Return | 15.35 | 416,816 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.92 | 106,853 |
| 3 Year Return | 19.79 | 173,229 |
| 5 Year Return | 27.26 | 327,333 |
| 10 Year Return | 13.84 | 365,602 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.5 | 109,692 |
| 3 Year Return | 14.07 | 149,685 |
| 5 Year Return | 22.35 | 269,180 |
| 10 Year Return | 12.41 | 321,646 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 12.65 | 111,958 |
| 3 Year Return | 12.56 | 143,223 |
| 5 Year Return | 18.31 | 229,242 |
| 10 Year Return | 11.92 | 307,201 |
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 | 11.23 | 110,558 |
| 3 Year Return | 18.71 | 168,775 |
| 5 Year Return | 27.58 | 334,075 |
| 10 Year Return | 15.57 | 424,463 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.5 | 109,692 |
| 3 Year Return | 14.07 | 149,685 |
| 5 Year Return | 22.35 | 269,180 |
| 10 Year Return | 12.41 | 321,646 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 11.23 | 110,558 |
| 3 Year Return | 18.71 | 168,775 |
| 5 Year Return | 27.58 | 334,075 |
| 10 Year Return | 15.57 | 424,463 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 12.65 | 111,958 |
| 3 Year Return | 12.56 | 143,223 |
| 5 Year Return | 18.31 | 229,242 |
| 10 Year Return | 11.92 | 307,201 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.11 | 105,274 |
| 3 Year Return | 12.38 | 142,422 |
| 5 Year Return | 18.47 | 230,273 |
| 10 Year Return | 9.91 | 255,434 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.71 | 106,463 |
| 3 Year Return | 9.96 | 133,541 |
| 5 Year Return | 13.64 | 188,045 |
| 10 Year Return | 9.51 | 248,035 |
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 | 10.25 | 110,234 |
| 3 Year Return | 8.01 | 125,993 |
| 5 Year Return | 7.32 | 142,478 |
| 10 Year Return | 8.09 | 218,186 |
| Category | Debt: Medium Duration | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.98 | 109,982 |
| 3 Year Return | 7.64 | 124,700 |
| 5 Year Return | 7.39 | 143,082 |
| 10 Year Return | 7.59 | 207,848 |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.71 | 109,569 |
| 3 Year Return | 9.83 | 132,725 |
| 5 Year Return | 11.04 | 168,421 |
| 10 Year Return | 9.29 | 243,314 |
