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 | 6.39 | 105,583 |
| 3 Year Return | 30.58 | 223,868 |
| 5 Year Return | 32.09 | 406,881 |
| 10 Year Return | 17.97 | 513,511 |
| Category | Equity: Small Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -1.67 | 98,265 |
| 3 Year Return | 28.6 | 214,765 |
| 5 Year Return | 37.2 | 491,761 |
| 10 Year Return | 21.53 | 689,149 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.05 | 106,423 |
| 3 Year Return | 21.72 | 182,073 |
| 5 Year Return | 25.53 | 315,237 |
| 10 Year Return | 15.52 | 421,469 |
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 | 2.11 | 101,078 |
| 3 Year Return | 23.33 | 189,713 |
| 5 Year Return | 24.06 | 296,827 |
| 10 Year Return | 15.31 | 411,024 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.38 | 102,684 |
| 3 Year Return | 22.93 | 189,247 |
| 5 Year Return | 25.67 | 318,317 |
| 10 Year Return | 14.02 | 368,166 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 4.88 | 104,117 |
| 3 Year Return | 17.35 | 164,097 |
| 5 Year Return | 20.47 | 257,410 |
| 10 Year Return | 12.48 | 321,598 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.83 | 109,359 |
| 3 Year Return | 16.34 | 158,574 |
| 5 Year Return | 17.44 | 225,987 |
| 10 Year Return | 12.22 | 315,745 |
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 | 7.05 | 106,423 |
| 3 Year Return | 21.72 | 182,073 |
| 5 Year Return | 25.53 | 315,237 |
| 10 Year Return | 15.52 | 421,469 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 4.88 | 104,117 |
| 3 Year Return | 17.35 | 164,097 |
| 5 Year Return | 20.47 | 257,410 |
| 10 Year Return | 12.48 | 321,598 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.05 | 106,423 |
| 3 Year Return | 21.72 | 182,073 |
| 5 Year Return | 25.53 | 315,237 |
| 10 Year Return | 15.52 | 421,469 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.83 | 109,359 |
| 3 Year Return | 16.34 | 158,574 |
| 5 Year Return | 17.44 | 225,987 |
| 10 Year Return | 12.22 | 315,745 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.62 | 100,883 |
| 3 Year Return | 14.21 | 150,938 |
| 5 Year Return | 16.72 | 218,473 |
| 10 Year Return | 9.9 | 254,647 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 4.76 | 104,519 |
| 3 Year Return | 11.41 | 139,039 |
| 5 Year Return | 12.82 | 184,576 |
| 10 Year Return | 9.64 | 250,308 |
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 | 9.4 | 109,313 |
| 3 Year Return | 8.43 | 126,983 |
| 5 Year Return | 6.67 | 138,137 |
| 10 Year Return | 8.26 | 222,105 |
| Category | Debt: Medium Duration | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.65 | 109,558 |
| 3 Year Return | 8.16 | 126,261 |
| 5 Year Return | 6.93 | 139,861 |
| 10 Year Return | 7.72 | 211,000 |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.47 | 108,291 |
| 3 Year Return | 10.84 | 136,512 |
| 5 Year Return | 10.33 | 164,217 |
| 10 Year Return | 9.51 | 248,304 |
