Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 34.64 | 134,015 |
| 3 Yr Rtn | 28.33 | 214,615 |
| 5 Yr Rtn | 29.33 | 365,867 |
| 10 Yr Rtn | 18.25 | 541,388 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 34.74 | 134,609 |
| 3 Yr Rtn | 29.24 | 219,301 |
| 5 Yr Rtn | 36.51 | 478,051 |
| 10 Yr Rtn | 22.48 | 766,154 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 24.42 | 124,536 |
| 3 Yr Rtn | 20.26 | 176,679 |
| 5 Yr Rtn | 22.1 | 273,754 |
| 10 Yr Rtn | 15.26 | 416,236 |
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 | 33.31 | 133,172 |
| 3 Yr Rtn | 20.92 | 179,576 |
| 5 Yr Rtn | 21.73 | 269,756 |
| 10 Yr Rtn | 15.85 | 441,135 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 29.04 | 128,347 |
| 3 Yr Rtn | 21.9 | 184,322 |
| 5 Yr Rtn | 20.68 | 259,300 |
| 10 Yr Rtn | 14.15 | 381,661 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 21.25 | 120,862 |
| 3 Yr Rtn | 14.67 | 153,264 |
| 5 Yr Rtn | 17.32 | 224,137 |
| 10 Yr Rtn | 13.1 | 346,480 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 20.37 | 120,024 |
| 3 Yr Rtn | 12.01 | 142,220 |
| 5 Yr Rtn | 14.48 | 197,684 |
| 10 Yr Rtn | 12.15 | 316,673 |
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 | 24.42 | 124,536 |
| 3 Yr Rtn | 20.26 | 176,679 |
| 5 Yr Rtn | 22.1 | 273,754 |
| 10 Yr Rtn | 15.26 | 416,236 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 21.25 | 120,862 |
| 3 Yr Rtn | 14.67 | 153,264 |
| 5 Yr Rtn | 17.32 | 224,137 |
| 10 Yr Rtn | 13.1 | 346,480 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 24.42 | 124,536 |
| 3 Yr Rtn | 20.26 | 176,679 |
| 5 Yr Rtn | 22.1 | 273,754 |
| 10 Yr Rtn | 15.26 | 416,236 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 20.37 | 120,024 |
| 3 Yr Rtn | 12.01 | 142,220 |
| 5 Yr Rtn | 14.48 | 197,684 |
| 10 Yr Rtn | 12.15 | 316,673 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 20.86 | 120,373 |
| 3 Yr Rtn | 13.6 | 148,533 |
| 5 Yr Rtn | 14.85 | 201,133 |
| 10 Yr Rtn | 10.73 | 279,679 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 13.66 | 113,597 |
| 3 Yr Rtn | 10.41 | 135,516 |
| 5 Yr Rtn | 11.46 | 172,827 |
| 10 Yr Rtn | 9.46 | 247,977 |
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 | 8.72 | 108,661 |
| 3 Yr Rtn | 6.63 | 121,290 |
| 5 Yr Rtn | 7.43 | 143,280 |
| 10 Yr Rtn | 8.07 | 216,843 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.28 | 109,204 |
| 3 Yr Rtn | 6.52 | 120,876 |
| 5 Yr Rtn | 7.13 | 141,258 |
| 10 Yr Rtn | 7.55 | 206,737 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 13.1 | 113,069 |
| 3 Yr Rtn | 9.48 | 131,755 |
| 5 Yr Rtn | 9.97 | 161,210 |
| 10 Yr Rtn | 9.42 | 245,965 |