Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 1.8 | 101,666 |
| 3 Yr Rtn | 25.16 | 196,497 |
| 5 Yr Rtn | 28.4 | 351,285 |
| 10 Yr Rtn | 18.24 | 532,769 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -5.9 | 94,149 |
| 3 Yr Rtn | 23.05 | 186,974 |
| 5 Yr Rtn | 31.38 | 393,386 |
| 10 Yr Rtn | 21.68 | 704,051 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.12 | 105,012 |
| 3 Yr Rtn | 19.86 | 172,196 |
| 5 Yr Rtn | 25.28 | 310,762 |
| 10 Yr Rtn | 16.18 | 444,279 |
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 | -2.47 | 97,512 |
| 3 Yr Rtn | 19.82 | 171,700 |
| 5 Yr Rtn | 22.26 | 275,068 |
| 10 Yr Rtn | 15.66 | 425,857 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.88 | 102,936 |
| 3 Yr Rtn | 20.02 | 172,099 |
| 5 Yr Rtn | 24.34 | 299,896 |
| 10 Yr Rtn | 14.94 | 398,635 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 0.75 | 100,493 |
| 3 Yr Rtn | 14.54 | 149,946 |
| 5 Yr Rtn | 18.77 | 238,244 |
| 10 Yr Rtn | 13.0 | 337,122 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.61 | 106,491 |
| 3 Yr Rtn | 13.67 | 146,749 |
| 5 Yr Rtn | 16.34 | 214,322 |
| 10 Yr Rtn | 12.46 | 322,049 |
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 | 5.12 | 105,012 |
| 3 Yr Rtn | 19.86 | 172,196 |
| 5 Yr Rtn | 25.28 | 310,762 |
| 10 Yr Rtn | 16.18 | 444,279 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 0.75 | 100,493 |
| 3 Yr Rtn | 14.54 | 149,946 |
| 5 Yr Rtn | 18.77 | 238,244 |
| 10 Yr Rtn | 13.0 | 337,122 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.12 | 105,012 |
| 3 Yr Rtn | 19.86 | 172,196 |
| 5 Yr Rtn | 25.28 | 310,762 |
| 10 Yr Rtn | 16.18 | 444,279 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.61 | 106,491 |
| 3 Yr Rtn | 13.67 | 146,749 |
| 5 Yr Rtn | 16.34 | 214,322 |
| 10 Yr Rtn | 12.46 | 322,049 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -1.88 | 97,922 |
| 3 Yr Rtn | 11.71 | 139,098 |
| 5 Yr Rtn | 15.8 | 209,811 |
| 10 Yr Rtn | 10.17 | 261,161 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.43 | 103,341 |
| 3 Yr Rtn | 10.25 | 133,859 |
| 5 Yr Rtn | 12.34 | 179,385 |
| 10 Yr Rtn | 9.85 | 255,602 |
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 | 7.46 | 107,497 |
| 3 Yr Rtn | 7.66 | 124,788 |
| 5 Yr Rtn | 6.59 | 137,782 |
| 10 Yr Rtn | 8.07 | 216,386 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.38 | 108,399 |
| 3 Yr Rtn | 7.88 | 125,544 |
| 5 Yr Rtn | 6.88 | 139,563 |
| 10 Yr Rtn | 7.61 | 207,584 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.79 | 106,821 |
| 3 Yr Rtn | 10.23 | 133,835 |
| 5 Yr Rtn | 9.99 | 161,312 |
| 10 Yr Rtn | 9.55 | 248,017 |