Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 11.76 | 111,499 |
| 3 Yr Rtn | 25.36 | 197,258 |
| 5 Yr Rtn | 24.56 | 305,157 |
| 10 Yr Rtn | 19.03 | 587,548 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -2.55 | 96,993 |
| 3 Yr Rtn | 20.28 | 173,361 |
| 5 Yr Rtn | 25.49 | 316,847 |
| 10 Yr Rtn | 20.39 | 667,400 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.92 | 112,645 |
| 3 Yr Rtn | 19.17 | 167,942 |
| 5 Yr Rtn | 20.29 | 257,777 |
| 10 Yr Rtn | 16.64 | 473,335 |
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 | 10.25 | 110,128 |
| 3 Yr Rtn | 20.41 | 173,951 |
| 5 Yr Rtn | 17.88 | 231,888 |
| 10 Yr Rtn | 16.41 | 468,705 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.37 | 109,316 |
| 3 Yr Rtn | 18.88 | 166,085 |
| 5 Yr Rtn | 18.49 | 236,896 |
| 10 Yr Rtn | 15.49 | 430,514 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.93 | 110,640 |
| 3 Yr Rtn | 14.8 | 149,564 |
| 5 Yr Rtn | 13.82 | 193,591 |
| 10 Yr Rtn | 13.53 | 362,055 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.3 | 111,854 |
| 3 Yr Rtn | 14.33 | 148,745 |
| 5 Yr Rtn | 12.63 | 183,607 |
| 10 Yr Rtn | 12.66 | 335,513 |
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 | 12.92 | 112,645 |
| 3 Yr Rtn | 19.17 | 167,942 |
| 5 Yr Rtn | 20.29 | 257,777 |
| 10 Yr Rtn | 16.64 | 473,335 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.93 | 110,640 |
| 3 Yr Rtn | 14.8 | 149,564 |
| 5 Yr Rtn | 13.82 | 193,591 |
| 10 Yr Rtn | 13.53 | 362,055 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.92 | 112,645 |
| 3 Yr Rtn | 19.17 | 167,942 |
| 5 Yr Rtn | 20.29 | 257,777 |
| 10 Yr Rtn | 16.64 | 473,335 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.3 | 111,854 |
| 3 Yr Rtn | 14.33 | 148,745 |
| 5 Yr Rtn | 12.63 | 183,607 |
| 10 Yr Rtn | 12.66 | 335,513 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.6 | 106,241 |
| 3 Yr Rtn | 11.63 | 137,850 |
| 5 Yr Rtn | 12.35 | 180,562 |
| 10 Yr Rtn | 10.81 | 284,530 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.35 | 107,200 |
| 3 Yr Rtn | 10.19 | 133,358 |
| 5 Yr Rtn | 10.14 | 163,064 |
| 10 Yr Rtn | 10.12 | 264,436 |
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 | 6.61 | 106,559 |
| 3 Yr Rtn | 7.45 | 124,022 |
| 5 Yr Rtn | 6.29 | 135,741 |
| 10 Yr Rtn | 8.13 | 218,812 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.85 | 107,784 |
| 3 Yr Rtn | 7.87 | 125,498 |
| 5 Yr Rtn | 6.58 | 137,666 |
| 10 Yr Rtn | 7.61 | 208,355 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.79 | 107,764 |
| 3 Yr Rtn | 10.04 | 133,034 |
| 5 Yr Rtn | 8.92 | 153,752 |
| 10 Yr Rtn | 9.65 | 252,807 |