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 | 43.76 | 147,231 |
| 3 Year Return | 26.31 | 203,499 |
| 5 Year Return | 29.45 | 364,120 |
| 10 Year Return | 19.55 | 589,034 |
| Category | Equity: Small Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 44.13 | 149,420 |
| 3 Year Return | 29.69 | 220,340 |
| 5 Year Return | 36.67 | 476,926 |
| 10 Year Return | 23.35 | 809,496 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 34.28 | 135,935 |
| 3 Year Return | 19.53 | 171,667 |
| 5 Year Return | 23.2 | 284,938 |
| 10 Year Return | 16.31 | 449,609 |
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 | 45.72 | 148,276 |
| 3 Year Return | 18.71 | 167,449 |
| 5 Year Return | 22.2 | 273,278 |
| 10 Year Return | 16.88 | 471,482 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 35.84 | 138,366 |
| 3 Year Return | 19.51 | 171,512 |
| 5 Year Return | 21.21 | 262,878 |
| 10 Year Return | 15.33 | 411,185 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 28.49 | 130,336 |
| 3 Year Return | 13.2 | 145,787 |
| 5 Year Return | 17.8 | 227,253 |
| 10 Year Return | 14.14 | 372,070 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 24.67 | 125,985 |
| 3 Year Return | 10.57 | 136,045 |
| 5 Year Return | 14.67 | 199,372 |
| 10 Year Return | 12.97 | 336,009 |
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 | 34.28 | 135,935 |
| 3 Year Return | 19.53 | 171,667 |
| 5 Year Return | 23.2 | 284,938 |
| 10 Year Return | 16.31 | 449,609 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 28.49 | 130,336 |
| 3 Year Return | 13.2 | 145,787 |
| 5 Year Return | 17.8 | 227,253 |
| 10 Year Return | 14.14 | 372,070 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 34.28 | 135,935 |
| 3 Year Return | 19.53 | 171,667 |
| 5 Year Return | 23.2 | 284,938 |
| 10 Year Return | 16.31 | 449,609 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 24.67 | 125,985 |
| 3 Year Return | 10.57 | 136,045 |
| 5 Year Return | 14.67 | 199,372 |
| 10 Year Return | 12.97 | 336,009 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 26.81 | 128,629 |
| 3 Year Return | 12.44 | 142,585 |
| 5 Year Return | 15.57 | 206,975 |
| 10 Year Return | 11.82 | 304,253 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 17.5 | 118,368 |
| 3 Year Return | 9.94 | 132,952 |
| 5 Year Return | 11.66 | 174,814 |
| 10 Year Return | 9.69 | 251,712 |
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 | 8.66 | 108,711 |
| 3 Year Return | 6.44 | 120,575 |
| 5 Year Return | 7.44 | 143,180 |
| 10 Year Return | 8.44 | 224,716 |
| Category | Debt: Medium Duration | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.1 | 109,139 |
| 3 Year Return | 6.3 | 120,085 |
| 5 Year Return | 7.12 | 141,007 |
| 10 Year Return | 7.83 | 212,339 |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 14.82 | 115,343 |
| 3 Year Return | 9.14 | 129,928 |
| 5 Year Return | 10.19 | 162,642 |
| 10 Year Return | 9.87 | 255,707 |
