Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.85 | 105,847 |
| 3 Yr Rtn | 26.58 | 203,419 |
| 5 Yr Rtn | 30.86 | 382,582 |
| 10 Yr Rtn | 17.1 | 482,846 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -4.89 | 98,670 |
| 3 Yr Rtn | 25.13 | 195,864 |
| 5 Yr Rtn | 35.47 | 452,637 |
| 10 Yr Rtn | 20.24 | 627,971 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.08 | 105,968 |
| 3 Yr Rtn | 19.52 | 170,460 |
| 5 Yr Rtn | 25.24 | 305,777 |
| 10 Yr Rtn | 15.13 | 407,671 |
Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%
| Equity: Large and Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -1.53 | 101,428 |
| 3 Yr Rtn | 20.2 | 173,443 |
| 5 Yr Rtn | 23.01 | 281,492 |
| 10 Yr Rtn | 14.59 | 387,600 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 1.01 | 103,871 |
| 3 Yr Rtn | 19.9 | 172,384 |
| 5 Yr Rtn | 24.98 | 304,026 |
| 10 Yr Rtn | 13.67 | 357,833 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.25 | 105,002 |
| 3 Yr Rtn | 14.71 | 150,914 |
| 5 Yr Rtn | 19.44 | 242,406 |
| 10 Yr Rtn | 12.07 | 311,114 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.97 | 110,125 |
| 3 Yr Rtn | 13.75 | 146,986 |
| 5 Yr Rtn | 16.61 | 215,307 |
| 10 Yr Rtn | 11.8 | 303,153 |
Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.08 | 105,968 |
| 3 Yr Rtn | 19.52 | 170,460 |
| 5 Yr Rtn | 25.24 | 305,777 |
| 10 Yr Rtn | 15.13 | 407,671 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.25 | 105,002 |
| 3 Yr Rtn | 14.71 | 150,914 |
| 5 Yr Rtn | 19.44 | 242,406 |
| 10 Yr Rtn | 12.07 | 311,114 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.08 | 105,968 |
| 3 Yr Rtn | 19.52 | 170,460 |
| 5 Yr Rtn | 25.24 | 305,777 |
| 10 Yr Rtn | 15.13 | 407,671 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.97 | 110,125 |
| 3 Yr Rtn | 13.75 | 146,986 |
| 5 Yr Rtn | 16.61 | 215,307 |
| 10 Yr Rtn | 11.8 | 303,153 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -1.27 | 100,821 |
| 3 Yr Rtn | 12.01 | 140,044 |
| 5 Yr Rtn | 16.14 | 211,234 |
| 10 Yr Rtn | 9.51 | 246,957 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.46 | 104,461 |
| 3 Yr Rtn | 10.41 | 134,548 |
| 5 Yr Rtn | 12.56 | 180,784 |
| 10 Yr Rtn | 9.5 | 248,153 |
Conservative = Debt: Long Duration 50% | Hybrid Debt Funds (MIP) 30% | Equity Savings Fund 20%
| Debt: Dynamic Bond | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.02 | 108,810 |
| 3 Yr Rtn | 8.14 | 126,762 |
| 5 Yr Rtn | 6.63 | 137,833 |
| 10 Yr Rtn | 8.26 | 221,198 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.37 | 109,197 |
| 3 Yr Rtn | 7.94 | 126,199 |
| 5 Yr Rtn | 6.92 | 139,712 |
| 10 Yr Rtn | 7.73 | 210,500 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.29 | 107,713 |
| 3 Yr Rtn | 10.34 | 134,466 |
| 5 Yr Rtn | 10.16 | 162,065 |
| 10 Yr Rtn | 9.37 | 244,611 |