Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.15 | 106,672 |
| 3 Yr Rtn | 22.84 | 187,005 |
| 5 Yr Rtn | 27.74 | 360,093 |
| 10 Yr Rtn | 15.8 | 434,832 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.07 | 104,624 |
| 3 Yr Rtn | 20.41 | 175,665 |
| 5 Yr Rtn | 33.24 | 443,393 |
| 10 Yr Rtn | 19.28 | 588,127 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.62 | 107,240 |
| 3 Yr Rtn | 16.97 | 160,641 |
| 5 Yr Rtn | 24.44 | 315,199 |
| 10 Yr Rtn | 14.27 | 381,084 |
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 | 10.8 | 110,932 |
| 3 Yr Rtn | 18.35 | 165,883 |
| 5 Yr Rtn | 22.0 | 288,418 |
| 10 Yr Rtn | 13.89 | 366,701 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.64 | 104,306 |
| 3 Yr Rtn | 18.18 | 164,478 |
| 5 Yr Rtn | 22.53 | 295,704 |
| 10 Yr Rtn | 12.38 | 321,375 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.77 | 106,310 |
| 3 Yr Rtn | 12.72 | 143,030 |
| 5 Yr Rtn | 18.96 | 254,521 |
| 10 Yr Rtn | 11.16 | 288,274 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.96 | 108,385 |
| 3 Yr Rtn | 10.6 | 135,234 |
| 5 Yr Rtn | 15.09 | 210,549 |
| 10 Yr Rtn | 10.95 | 282,537 |
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 | 7.62 | 107,240 |
| 3 Yr Rtn | 16.97 | 160,641 |
| 5 Yr Rtn | 24.44 | 315,199 |
| 10 Yr Rtn | 14.27 | 381,084 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.77 | 106,310 |
| 3 Yr Rtn | 12.72 | 143,030 |
| 5 Yr Rtn | 18.96 | 254,521 |
| 10 Yr Rtn | 11.16 | 288,274 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.62 | 107,240 |
| 3 Yr Rtn | 16.97 | 160,641 |
| 5 Yr Rtn | 24.44 | 315,199 |
| 10 Yr Rtn | 14.27 | 381,084 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.96 | 108,385 |
| 3 Yr Rtn | 10.6 | 135,234 |
| 5 Yr Rtn | 15.09 | 210,549 |
| 10 Yr Rtn | 10.95 | 282,537 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.96 | 102,114 |
| 3 Yr Rtn | 11.23 | 137,000 |
| 5 Yr Rtn | 15.69 | 218,662 |
| 10 Yr Rtn | 8.69 | 229,735 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.72 | 104,461 |
| 3 Yr Rtn | 9.25 | 130,344 |
| 5 Yr Rtn | 12.38 | 184,166 |
| 10 Yr Rtn | 9.14 | 239,938 |
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 | 7.95 | 108,006 |
| 3 Yr Rtn | 7.28 | 123,375 |
| 5 Yr Rtn | 7.13 | 140,677 |
| 10 Yr Rtn | 7.91 | 213,930 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.07 | 108,068 |
| 3 Yr Rtn | 6.88 | 121,974 |
| 5 Yr Rtn | 6.98 | 139,914 |
| 10 Yr Rtn | 7.41 | 204,264 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.26 | 108,043 |
| 3 Yr Rtn | 9.14 | 129,731 |
| 5 Yr Rtn | 10.06 | 162,945 |
| 10 Yr Rtn | 8.89 | 234,790 |