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 | 8.6 | 107,597 |
| 3 Year Return | 24.85 | 194,512 |
| 5 Year Return | 26.49 | 322,976 |
| 10 Year Return | 18.4 | 544,985 |
| Category | Equity: Small Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -5.26 | 94,049 |
| 3 Year Return | 20.51 | 174,941 |
| 5 Year Return | 28.83 | 352,533 |
| 10 Year Return | 19.81 | 612,061 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 11.62 | 110,816 |
| 3 Year Return | 18.69 | 166,776 |
| 5 Year Return | 23.45 | 283,200 |
| 10 Year Return | 16.14 | 449,036 |
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 | 4.44 | 103,455 |
| 3 Year Return | 19.05 | 168,810 |
| 5 Year Return | 19.96 | 248,176 |
| 10 Year Return | 15.57 | 428,646 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.44 | 106,255 |
| 3 Year Return | 18.28 | 165,621 |
| 5 Year Return | 21.85 | 266,768 |
| 10 Year Return | 14.86 | 401,676 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.48 | 105,920 |
| 3 Year Return | 13.52 | 146,408 |
| 5 Year Return | 16.0 | 209,484 |
| 10 Year Return | 13.0 | 341,672 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 11.35 | 110,829 |
| 3 Year Return | 13.67 | 146,784 |
| 5 Year Return | 14.58 | 196,927 |
| 10 Year Return | 12.46 | 325,078 |
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 | 11.62 | 110,816 |
| 3 Year Return | 18.69 | 166,776 |
| 5 Year Return | 23.45 | 283,200 |
| 10 Year Return | 16.14 | 449,036 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.48 | 105,920 |
| 3 Year Return | 13.52 | 146,408 |
| 5 Year Return | 16.0 | 209,484 |
| 10 Year Return | 13.0 | 341,672 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 11.62 | 110,816 |
| 3 Year Return | 18.69 | 166,776 |
| 5 Year Return | 23.45 | 283,200 |
| 10 Year Return | 16.14 | 449,036 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 11.35 | 110,829 |
| 3 Year Return | 13.67 | 146,784 |
| 5 Year Return | 14.58 | 196,927 |
| 10 Year Return | 12.46 | 325,078 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.19 | 102,864 |
| 3 Year Return | 10.61 | 135,231 |
| 5 Year Return | 13.97 | 192,633 |
| 10 Year Return | 10.3 | 267,942 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.91 | 105,540 |
| 3 Year Return | 9.81 | 132,303 |
| 5 Year Return | 11.35 | 170,617 |
| 10 Year Return | 9.82 | 255,936 |
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 | 7.04 | 107,024 |
| 3 Year Return | 7.58 | 124,521 |
| 5 Year Return | 6.32 | 135,862 |
| 10 Year Return | 8.05 | 216,593 |
| Category | Debt: Medium Duration | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.37 | 108,363 |
| 3 Year Return | 8.04 | 126,088 |
| 5 Year Return | 6.7 | 138,309 |
| 10 Year Return | 7.61 | 208,079 |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.01 | 107,750 |
| 3 Year Return | 10.03 | 133,248 |
| 5 Year Return | 9.43 | 156,696 |
| 10 Year Return | 9.5 | 247,791 |
