Model Portfolio
Aggressive = Equity Funds 70% | Balanced Fund 30%
| Category | Equity: Large and Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -12.28 | 88,837 |
| 3 Year Return | 11.59 | 141,520 |
| 5 Year Return | 17.14 | 220,262 |
| 10 Year Return | 16.88 | 490,954 |
| Category | Equity: Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -13.51 | 87,076 |
| 3 Year Return | 13.7 | 149,765 |
| 5 Year Return | 19.66 | 245,777 |
| 10 Year Return | 23.43 | 834,932 |
| Category | Equity: Small Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -22.58 | 78,620 |
| 3 Year Return | 15.44 | 157,259 |
| 5 Year Return | 25.32 | 309,164 |
| 10 Year Return | - | - |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -5.45 | 95,091 |
| 3 Year Return | 13.04 | 146,800 |
| 5 Year Return | 14.83 | 199,283 |
| 10 Year Return | 16.59 | 473,615 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -6.83 | 93,861 |
| 3 Year Return | 10.13 | 135,497 |
| 5 Year Return | 14.93 | 200,222 |
| 10 Year Return | - | - |
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 | -12.28 | 88,837 |
| 3 Year Return | 11.59 | 141,520 |
| 5 Year Return | 17.14 | 220,262 |
| 10 Year Return | 16.88 | 490,954 |
| Category | Equity: Large and Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -10.28 | 90,777 |
| 3 Year Return | 14.9 | 155,013 |
| 5 Year Return | 16.43 | 213,442 |
| 10 Year Return | 17.35 | 508,321 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -3.49 | 97,320 |
| 3 Year Return | 15.27 | 157,144 |
| 5 Year Return | 17.06 | 219,286 |
| 10 Year Return | 16.61 | 479,359 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -6.41 | 94,388 |
| 3 Year Return | 10.75 | 138,447 |
| 5 Year Return | 15.17 | 202,478 |
| 10 Year Return | 16.82 | 486,785 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -0.6 | 99,990 |
| 3 Year Return | 11.41 | 139,656 |
| 5 Year Return | 15.37 | 204,329 |
| 10 Year Return | 15.89 | 447,221 |
Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -4.92 | 95,894 |
| 3 Year Return | 12.64 | 145,583 |
| 5 Year Return | 14.67 | 197,789 |
| 10 Year Return | 17.38 | 511,306 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -6.41 | 94,388 |
| 3 Year Return | 10.75 | 138,447 |
| 5 Year Return | 15.17 | 202,478 |
| 10 Year Return | 16.82 | 486,785 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -5.45 | 95,091 |
| 3 Year Return | 13.04 | 146,800 |
| 5 Year Return | 14.83 | 199,283 |
| 10 Year Return | 16.59 | 473,615 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -6.83 | 93,861 |
| 3 Year Return | 10.13 | 135,497 |
| 5 Year Return | 14.93 | 200,222 |
| 10 Year Return | - | - |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -1.44 | 98,826 |
| 3 Year Return | 6.6 | 121,751 |
| 5 Year Return | 8.52 | 150,338 |
| 10 Year Return | - | - |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -5.45 | 95,091 |
| 3 Year Return | 13.04 | 146,800 |
| 5 Year Return | 14.83 | 199,283 |
| 10 Year Return | 16.59 | 473,615 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -0.6 | 99,990 |
| 3 Year Return | 11.41 | 139,656 |
| 5 Year Return | 15.37 | 204,329 |
| 10 Year Return | 15.89 | 447,221 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -4.54 | 96,226 |
| 3 Year Return | 8.59 | 129,730 |
| 5 Year Return | 13.95 | 191,825 |
| 10 Year Return | 16.75 | 479,425 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.2 | 100,573 |
| 3 Year Return | 11.63 | 140,608 |
| 5 Year Return | 9.49 | 157,228 |
| 10 Year Return | 10.22 | 265,418 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -1.44 | 98,826 |
| 3 Year Return | 6.6 | 121,751 |
| 5 Year Return | 8.52 | 150,338 |
| 10 Year Return | - | - |
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 | 6.43 | 106,433 |
| 3 Year Return | 9.66 | 132,161 |
| 5 Year Return | 10.35 | 163,523 |
| 10 Year Return | - | - |
| Category | Debt: Dynamic Bond | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.0 | 103,012 |
| 3 Year Return | 7.18 | 123,385 |
| 5 Year Return | 8.41 | 149,613 |
| 10 Year Return | - | - |
| Category | Debt: Medium Duration | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.95 | 106,943 |
| 3 Year Return | 8.87 | 129,256 |
| 5 Year Return | 9.41 | 156,736 |
| 10 Year Return | - | - |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -1.33 | 99,002 |
| 3 Year Return | 9.37 | 131,878 |
| 5 Year Return | 11.26 | 170,521 |
| 10 Year Return | 10.82 | 282,128 |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.62 | 105,944 |
| 3 Year Return | 10.59 | 136,930 |
| 5 Year Return | 11.71 | 173,726 |
| 10 Year Return | 11.04 | 288,219 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.2 | 100,573 |
| 3 Year Return | 11.63 | 140,608 |
| 5 Year Return | 9.49 | 157,228 |
| 10 Year Return | 10.22 | 265,418 |
