Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.24 | 104,162 |
| 3 Yr Rtn | 24.8 | 193,687 |
| 5 Yr Rtn | 25.28 | 309,670 |
| 10 Yr Rtn | 18.51 | 541,442 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -9.39 | 91,261 |
| 3 Yr Rtn | 20.27 | 173,600 |
| 5 Yr Rtn | 27.32 | 334,343 |
| 10 Yr Rtn | 19.87 | 604,306 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.44 | 110,505 |
| 3 Yr Rtn | 18.91 | 167,419 |
| 5 Yr Rtn | 21.61 | 267,354 |
| 10 Yr Rtn | 16.27 | 448,239 |
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 | 1.85 | 103,112 |
| 3 Yr Rtn | 19.61 | 170,436 |
| 5 Yr Rtn | 19.08 | 239,881 |
| 10 Yr Rtn | 15.85 | 429,646 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.8 | 104,774 |
| 3 Yr Rtn | 18.63 | 165,923 |
| 5 Yr Rtn | 20.4 | 252,872 |
| 10 Yr Rtn | 15.02 | 400,888 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.26 | 105,652 |
| 3 Yr Rtn | 14.09 | 147,225 |
| 5 Yr Rtn | 15.0 | 200,490 |
| 10 Yr Rtn | 13.11 | 339,091 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.39 | 109,228 |
| 3 Yr Rtn | 13.94 | 147,417 |
| 5 Yr Rtn | 13.67 | 189,502 |
| 10 Yr Rtn | 12.5 | 322,485 |
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 | 9.44 | 110,505 |
| 3 Yr Rtn | 18.91 | 167,419 |
| 5 Yr Rtn | 21.61 | 267,354 |
| 10 Yr Rtn | 16.27 | 448,239 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.26 | 105,652 |
| 3 Yr Rtn | 14.09 | 147,225 |
| 5 Yr Rtn | 15.0 | 200,490 |
| 10 Yr Rtn | 13.11 | 339,091 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.44 | 110,505 |
| 3 Yr Rtn | 18.91 | 167,419 |
| 5 Yr Rtn | 21.61 | 267,354 |
| 10 Yr Rtn | 16.27 | 448,239 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.39 | 109,228 |
| 3 Yr Rtn | 13.94 | 147,417 |
| 5 Yr Rtn | 13.67 | 189,502 |
| 10 Yr Rtn | 12.5 | 322,485 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 1.97 | 102,880 |
| 3 Yr Rtn | 11.04 | 136,271 |
| 5 Yr Rtn | 13.24 | 186,043 |
| 10 Yr Rtn | 10.51 | 269,096 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.08 | 105,465 |
| 3 Yr Rtn | 9.99 | 132,826 |
| 5 Yr Rtn | 10.78 | 166,723 |
| 10 Yr Rtn | 9.9 | 256,286 |
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 | 7.1 | 107,120 |
| 3 Yr Rtn | 7.59 | 124,531 |
| 5 Yr Rtn | 6.34 | 136,013 |
| 10 Yr Rtn | 8.07 | 217,359 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.14 | 108,167 |
| 3 Yr Rtn | 7.99 | 125,940 |
| 5 Yr Rtn | 6.64 | 137,923 |
| 10 Yr Rtn | 7.61 | 208,094 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.11 | 107,346 |
| 3 Yr Rtn | 9.96 | 132,719 |
| 5 Yr Rtn | 9.13 | 154,846 |
| 10 Yr Rtn | 9.51 | 247,172 |