Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.82 | 101,723 |
| 3 Yr Rtn | 20.44 | 173,506 |
| 5 Yr Rtn | 19.04 | 240,431 |
| 10 Yr Rtn | 17.54 | 504,968 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 1.31 | 100,238 |
| 3 Yr Rtn | 17.5 | 162,204 |
| 5 Yr Rtn | 19.37 | 244,859 |
| 10 Yr Rtn | 20.49 | 645,150 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -0.01 | 99,554 |
| 3 Yr Rtn | 15.19 | 153,085 |
| 5 Yr Rtn | 15.68 | 208,092 |
| 10 Yr Rtn | 15.25 | 411,842 |
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 | -3.87 | 95,403 |
| 3 Yr Rtn | 15.83 | 155,995 |
| 5 Yr Rtn | 12.53 | 181,624 |
| 10 Yr Rtn | 14.39 | 385,685 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -5.48 | 93,855 |
| 3 Yr Rtn | 12.57 | 143,045 |
| 5 Yr Rtn | 14.11 | 194,536 |
| 10 Yr Rtn | 13.8 | 366,270 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -2.9 | 96,628 |
| 3 Yr Rtn | 9.59 | 132,084 |
| 5 Yr Rtn | 10.17 | 163,427 |
| 10 Yr Rtn | 11.47 | 298,234 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 1.35 | 100,735 |
| 3 Yr Rtn | 12.69 | 143,312 |
| 5 Yr Rtn | 10.57 | 166,019 |
| 10 Yr Rtn | 11.81 | 305,867 |
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 | -0.01 | 99,554 |
| 3 Yr Rtn | 15.19 | 153,085 |
| 5 Yr Rtn | 15.68 | 208,092 |
| 10 Yr Rtn | 15.25 | 411,842 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -2.9 | 96,628 |
| 3 Yr Rtn | 9.59 | 132,084 |
| 5 Yr Rtn | 10.17 | 163,427 |
| 10 Yr Rtn | 11.47 | 298,234 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -0.01 | 99,554 |
| 3 Yr Rtn | 15.19 | 153,085 |
| 5 Yr Rtn | 15.68 | 208,092 |
| 10 Yr Rtn | 15.25 | 411,842 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 1.35 | 100,735 |
| 3 Yr Rtn | 12.69 | 143,312 |
| 5 Yr Rtn | 10.57 | 166,019 |
| 10 Yr Rtn | 11.81 | 305,867 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -2.71 | 96,837 |
| 3 Yr Rtn | 8.08 | 126,704 |
| 5 Yr Rtn | 8.83 | 153,365 |
| 10 Yr Rtn | 9.39 | 246,081 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 0.73 | 100,531 |
| 3 Yr Rtn | 8.15 | 126,541 |
| 5 Yr Rtn | 7.85 | 146,270 |
| 10 Yr Rtn | 9.14 | 240,379 |
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 | 3.48 | 103,530 |
| 3 Yr Rtn | 6.84 | 121,983 |
| 5 Yr Rtn | 6.2 | 135,086 |
| 10 Yr Rtn | 7.71 | 210,145 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.02 | 105,127 |
| 3 Yr Rtn | 7.41 | 124,012 |
| 5 Yr Rtn | 6.56 | 137,292 |
| 10 Yr Rtn | 7.41 | 204,356 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.13 | 102,998 |
| 3 Yr Rtn | 8.96 | 129,580 |
| 5 Yr Rtn | 8.19 | 148,393 |
| 10 Yr Rtn | 9.07 | 238,552 |