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 | 8.49 | 109,414 |
| 3 Year Return | 25.59 | 197,843 |
| 5 Year Return | 29.75 | 364,876 |
| 10 Year Return | 18.3 | 538,658 |
| Category | Equity: Small Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -2.43 | 98,188 |
| 3 Year Return | 22.93 | 186,054 |
| 5 Year Return | 33.1 | 417,309 |
| 10 Year Return | 20.43 | 644,734 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.58 | 110,363 |
| 3 Year Return | 19.14 | 169,196 |
| 5 Year Return | 26.11 | 319,499 |
| 10 Year Return | 16.02 | 442,708 |
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 | 4.03 | 104,680 |
| 3 Year Return | 19.95 | 173,087 |
| 5 Year Return | 22.42 | 274,527 |
| 10 Year Return | 15.68 | 428,765 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.85 | 108,697 |
| 3 Year Return | 19.18 | 169,325 |
| 5 Year Return | 24.82 | 301,482 |
| 10 Year Return | 14.74 | 395,354 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.85 | 106,464 |
| 3 Year Return | 14.14 | 148,587 |
| 5 Year Return | 18.65 | 233,790 |
| 10 Year Return | 12.83 | 334,704 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 12.68 | 113,464 |
| 3 Year Return | 14.09 | 148,339 |
| 5 Year Return | 16.8 | 215,500 |
| 10 Year Return | 12.41 | 322,488 |
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 | 9.58 | 110,363 |
| 3 Year Return | 19.14 | 169,196 |
| 5 Year Return | 26.11 | 319,499 |
| 10 Year Return | 16.02 | 442,708 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.85 | 106,464 |
| 3 Year Return | 14.14 | 148,587 |
| 5 Year Return | 18.65 | 233,790 |
| 10 Year Return | 12.83 | 334,704 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.58 | 110,363 |
| 3 Year Return | 19.14 | 169,196 |
| 5 Year Return | 26.11 | 319,499 |
| 10 Year Return | 16.02 | 442,708 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 12.68 | 113,464 |
| 3 Year Return | 14.09 | 148,339 |
| 5 Year Return | 16.8 | 215,500 |
| 10 Year Return | 12.41 | 322,488 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.29 | 103,833 |
| 3 Year Return | 11.55 | 139,107 |
| 5 Year Return | 15.89 | 208,008 |
| 10 Year Return | 10.23 | 265,360 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.65 | 105,842 |
| 3 Year Return | 10.26 | 134,055 |
| 5 Year Return | 12.52 | 180,185 |
| 10 Year Return | 9.86 | 256,129 |
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 | 7.65 | 107,535 |
| 3 Year Return | 7.82 | 125,285 |
| 5 Year Return | 6.43 | 136,457 |
| 10 Year Return | 7.95 | 215,258 |
| Category | Debt: Medium Duration | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.7 | 108,604 |
| 3 Year Return | 8.21 | 126,687 |
| 5 Year Return | 6.74 | 138,573 |
| 10 Year Return | 7.53 | 206,946 |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.11 | 108,193 |
| 3 Year Return | 10.3 | 134,189 |
| 5 Year Return | 9.92 | 160,194 |
| 10 Year Return | 9.4 | 246,185 |
