MODEL PORTFOLIOS

Aggressive = Equity Funds 70% | Balanced Fund 30%

Equity: Mid Cap
PeriodAnnualized
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
PeriodAnnualized
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
PeriodAnnualized
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
PeriodAnnualized
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
PeriodAnnualized
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
PeriodAnnualized
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
PeriodAnnualized
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
PeriodAnnualized
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
PeriodAnnualized
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
PeriodAnnualized
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
PeriodAnnualized
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
PeriodAnnualized
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
PeriodAnnualized
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
PeriodAnnualized
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
PeriodAnnualized
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
PeriodAnnualized
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