Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.49 | 103,362 |
| 3 Yr Rtn | 26.25 | 203,556 |
| 5 Yr Rtn | 29.12 | 351,192 |
| 10 Yr Rtn | 17.33 | 532,590 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -3.98 | 94,751 |
| 3 Yr Rtn | 24.68 | 195,588 |
| 5 Yr Rtn | 33.27 | 403,208 |
| 10 Yr Rtn | 20.55 | 709,037 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.6 | 106,304 |
| 3 Yr Rtn | 19.59 | 173,047 |
| 5 Yr Rtn | 24.39 | 296,366 |
| 10 Yr Rtn | 15.5 | 450,572 |
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 | -0.59 | 98,760 |
| 3 Yr Rtn | 19.8 | 175,356 |
| 5 Yr Rtn | 22.38 | 270,231 |
| 10 Yr Rtn | 14.82 | 431,285 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.25 | 103,941 |
| 3 Yr Rtn | 19.81 | 174,722 |
| 5 Yr Rtn | 24.04 | 290,248 |
| 10 Yr Rtn | 13.99 | 400,118 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.89 | 102,380 |
| 3 Yr Rtn | 14.13 | 150,985 |
| 5 Yr Rtn | 18.85 | 234,701 |
| 10 Yr Rtn | 12.25 | 339,503 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.43 | 108,612 |
| 3 Yr Rtn | 13.67 | 148,781 |
| 5 Yr Rtn | 16.33 | 211,573 |
| 10 Yr Rtn | 11.94 | 324,760 |
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 | 6.6 | 106,304 |
| 3 Yr Rtn | 19.59 | 173,047 |
| 5 Yr Rtn | 24.39 | 296,366 |
| 10 Yr Rtn | 15.5 | 450,572 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.89 | 102,380 |
| 3 Yr Rtn | 14.13 | 150,985 |
| 5 Yr Rtn | 18.85 | 234,701 |
| 10 Yr Rtn | 12.25 | 339,503 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.6 | 106,304 |
| 3 Yr Rtn | 19.59 | 173,047 |
| 5 Yr Rtn | 24.39 | 296,366 |
| 10 Yr Rtn | 15.5 | 450,572 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.43 | 108,612 |
| 3 Yr Rtn | 13.67 | 148,781 |
| 5 Yr Rtn | 16.33 | 211,573 |
| 10 Yr Rtn | 11.94 | 324,760 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -0.71 | 98,710 |
| 3 Yr Rtn | 11.38 | 139,818 |
| 5 Yr Rtn | 16.01 | 207,085 |
| 10 Yr Rtn | 9.55 | 263,301 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.06 | 103,888 |
| 3 Yr Rtn | 10.22 | 134,655 |
| 5 Yr Rtn | 12.08 | 176,118 |
| 10 Yr Rtn | 9.66 | 257,351 |
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 | 7.9 | 107,758 |
| 3 Yr Rtn | 7.81 | 125,154 |
| 5 Yr Rtn | 6.57 | 138,769 |
| 10 Yr Rtn | 8.08 | 219,346 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.69 | 108,620 |
| 3 Yr Rtn | 7.83 | 125,372 |
| 5 Yr Rtn | 6.89 | 140,262 |
| 10 Yr Rtn | 7.6 | 209,571 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.58 | 107,334 |
| 3 Yr Rtn | 10.25 | 134,420 |
| 5 Yr Rtn | 10.04 | 161,629 |
| 10 Yr Rtn | 9.39 | 251,350 |