Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.61 | 108,527 |
| 3 Yr Rtn | 25.9 | 198,525 |
| 5 Yr Rtn | 29.74 | 367,603 |
| 10 Yr Rtn | 18.25 | 534,889 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -3.12 | 97,495 |
| 3 Yr Rtn | 22.87 | 185,147 |
| 5 Yr Rtn | 32.78 | 416,787 |
| 10 Yr Rtn | 20.46 | 642,351 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.36 | 110,141 |
| 3 Yr Rtn | 19.14 | 167,847 |
| 5 Yr Rtn | 26.5 | 320,968 |
| 10 Yr Rtn | 16.01 | 442,202 |
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 | 3.22 | 103,871 |
| 3 Yr Rtn | 19.75 | 170,579 |
| 5 Yr Rtn | 22.93 | 276,846 |
| 10 Yr Rtn | 15.64 | 427,507 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.51 | 108,353 |
| 3 Yr Rtn | 19.22 | 168,424 |
| 5 Yr Rtn | 25.24 | 305,667 |
| 10 Yr Rtn | 14.78 | 396,794 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.52 | 106,130 |
| 3 Yr Rtn | 14.08 | 147,622 |
| 5 Yr Rtn | 19.03 | 237,334 |
| 10 Yr Rtn | 12.83 | 334,883 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.42 | 113,201 |
| 3 Yr Rtn | 14.15 | 147,741 |
| 5 Yr Rtn | 16.93 | 218,344 |
| 10 Yr Rtn | 12.4 | 322,933 |
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 | 9.36 | 110,141 |
| 3 Yr Rtn | 19.14 | 167,847 |
| 5 Yr Rtn | 26.5 | 320,968 |
| 10 Yr Rtn | 16.01 | 442,202 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.52 | 106,130 |
| 3 Yr Rtn | 14.08 | 147,622 |
| 5 Yr Rtn | 19.03 | 237,334 |
| 10 Yr Rtn | 12.83 | 334,883 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.36 | 110,141 |
| 3 Yr Rtn | 19.14 | 167,847 |
| 5 Yr Rtn | 26.5 | 320,968 |
| 10 Yr Rtn | 16.01 | 442,202 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.42 | 113,201 |
| 3 Yr Rtn | 14.15 | 147,741 |
| 5 Yr Rtn | 16.93 | 218,344 |
| 10 Yr Rtn | 12.4 | 322,933 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.06 | 103,605 |
| 3 Yr Rtn | 11.75 | 138,720 |
| 5 Yr Rtn | 16.13 | 210,692 |
| 10 Yr Rtn | 10.2 | 265,127 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.5 | 105,688 |
| 3 Yr Rtn | 10.2 | 133,602 |
| 5 Yr Rtn | 12.67 | 181,086 |
| 10 Yr Rtn | 9.85 | 256,167 |
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 | 7.67 | 107,557 |
| 3 Yr Rtn | 7.82 | 125,283 |
| 5 Yr Rtn | 6.44 | 136,675 |
| 10 Yr Rtn | 7.97 | 215,019 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.65 | 108,552 |
| 3 Yr Rtn | 8.19 | 126,573 |
| 5 Yr Rtn | 6.73 | 138,488 |
| 10 Yr Rtn | 7.54 | 206,732 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.97 | 108,053 |
| 3 Yr Rtn | 10.26 | 133,961 |
| 5 Yr Rtn | 9.92 | 160,627 |
| 10 Yr Rtn | 9.4 | 245,551 |