Aggressive = Equity Funds 70% | Balanced Fund 30%
Equity: Mid Cap | ||
Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
1 Yr Rtn | 7.29 | 107,720 |
3 Yr Rtn | 31.4 | 226,720 |
5 Yr Rtn | 32.13 | 404,981 |
10 Yr Rtn | 17.88 | 526,510 |
Equity: Small Cap | ||
Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
1 Yr Rtn | -1.86 | 98,253 |
3 Yr Rtn | 29.12 | 213,931 |
5 Yr Rtn | 37.24 | 487,687 |
10 Yr Rtn | 21.43 | 707,746 |
Hybrid: Aggressive | ||
Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
1 Yr Rtn | 8.43 | 108,417 |
3 Yr Rtn | 22.15 | 181,191 |
5 Yr Rtn | 25.6 | 313,923 |
10 Yr Rtn | 15.51 | 427,930 |
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 | 3.53 | 103,597 |
3 Yr Rtn | 24.09 | 190,400 |
5 Yr Rtn | 24.18 | 297,358 |
10 Yr Rtn | 15.28 | 420,797 |
Equity: Large Cap | ||
Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
1 Yr Rtn | 4.16 | 104,130 |
3 Yr Rtn | 23.35 | 186,827 |
5 Yr Rtn | 25.7 | 315,592 |
10 Yr Rtn | 14.01 | 375,278 |
Equity: Large Cap | ||
Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
1 Yr Rtn | 5.59 | 105,806 |
3 Yr Rtn | 17.89 | 163,403 |
5 Yr Rtn | 20.57 | 257,076 |
10 Yr Rtn | 12.44 | 327,393 |
Hybrid: Aggressive | ||
Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
1 Yr Rtn | 10.4 | 110,790 |
3 Yr Rtn | 16.72 | 158,571 |
5 Yr Rtn | 17.53 | 225,499 |
10 Yr Rtn | 12.24 | 319,986 |
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 | 8.43 | 108,417 |
3 Yr Rtn | 22.15 | 181,191 |
5 Yr Rtn | 25.6 | 313,923 |
10 Yr Rtn | 15.51 | 427,930 |
Equity: Large Cap | ||
Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
1 Yr Rtn | 5.59 | 105,806 |
3 Yr Rtn | 17.89 | 163,403 |
5 Yr Rtn | 20.57 | 257,076 |
10 Yr Rtn | 12.44 | 327,393 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
Hybrid: Aggressive | ||
Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
1 Yr Rtn | 8.43 | 108,417 |
3 Yr Rtn | 22.15 | 181,191 |
5 Yr Rtn | 25.6 | 313,923 |
10 Yr Rtn | 15.51 | 427,930 |
Hybrid: Aggressive | ||
Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
1 Yr Rtn | 10.4 | 110,790 |
3 Yr Rtn | 16.72 | 158,571 |
5 Yr Rtn | 17.53 | 225,499 |
10 Yr Rtn | 12.24 | 319,986 |
Hybrid: Aggressive | ||
Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
1 Yr Rtn | 2.44 | 102,543 |
3 Yr Rtn | 14.71 | 150,263 |
5 Yr Rtn | 16.87 | 219,361 |
10 Yr Rtn | 9.88 | 259,653 |
Hybrid: Equity Savings | ||
Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
1 Yr Rtn | 5.51 | 105,462 |
3 Yr Rtn | 11.67 | 138,886 |
5 Yr Rtn | 12.88 | 183,718 |
10 Yr Rtn | 9.65 | 252,539 |
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 | 9.44 | 109,356 |
3 Yr Rtn | 8.36 | 127,369 |
5 Yr Rtn | 6.74 | 138,395 |
10 Yr Rtn | 8.25 | 220,959 |
Debt: Medium Duration | ||
Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
1 Yr Rtn | 9.78 | 109,695 |
3 Yr Rtn | 8.13 | 126,516 |
5 Yr Rtn | 7.03 | 140,239 |
10 Yr Rtn | 7.72 | 210,449 |
Hybrid: Conservative | ||
Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
1 Yr Rtn | 8.84 | 108,805 |
3 Yr Rtn | 10.91 | 136,280 |
5 Yr Rtn | 10.37 | 164,074 |
10 Yr Rtn | 9.49 | 248,553 |