Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.83 | 106,817 |
| 3 Yr Rtn | 25.62 | 196,725 |
| 5 Yr Rtn | 25.53 | 308,374 |
| 10 Yr Rtn | 18.2 | 529,357 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -4.75 | 94,582 |
| 3 Yr Rtn | 21.34 | 177,750 |
| 5 Yr Rtn | 27.12 | 328,890 |
| 10 Yr Rtn | 19.6 | 594,266 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 13.31 | 112,761 |
| 3 Yr Rtn | 19.37 | 169,120 |
| 5 Yr Rtn | 21.92 | 268,609 |
| 10 Yr Rtn | 16.13 | 445,036 |
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 | 7.1 | 106,756 |
| 3 Yr Rtn | 20.63 | 174,486 |
| 5 Yr Rtn | 19.18 | 239,596 |
| 10 Yr Rtn | 15.77 | 429,173 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.15 | 108,682 |
| 3 Yr Rtn | 19.44 | 169,647 |
| 5 Yr Rtn | 20.23 | 249,972 |
| 10 Yr Rtn | 14.84 | 397,507 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.75 | 109,323 |
| 3 Yr Rtn | 14.78 | 150,722 |
| 5 Yr Rtn | 14.76 | 198,275 |
| 10 Yr Rtn | 12.96 | 337,426 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.32 | 112,017 |
| 3 Yr Rtn | 14.27 | 148,909 |
| 5 Yr Rtn | 13.54 | 188,148 |
| 10 Yr Rtn | 12.32 | 318,566 |
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 | 13.31 | 112,761 |
| 3 Yr Rtn | 19.37 | 169,120 |
| 5 Yr Rtn | 21.92 | 268,609 |
| 10 Yr Rtn | 16.13 | 445,036 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.75 | 109,323 |
| 3 Yr Rtn | 14.78 | 150,722 |
| 5 Yr Rtn | 14.76 | 198,275 |
| 10 Yr Rtn | 12.96 | 337,426 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 13.31 | 112,761 |
| 3 Yr Rtn | 19.37 | 169,120 |
| 5 Yr Rtn | 21.92 | 268,609 |
| 10 Yr Rtn | 16.13 | 445,036 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.32 | 112,017 |
| 3 Yr Rtn | 14.27 | 148,909 |
| 5 Yr Rtn | 13.54 | 188,148 |
| 10 Yr Rtn | 12.32 | 318,566 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.01 | 105,566 |
| 3 Yr Rtn | 11.76 | 139,008 |
| 5 Yr Rtn | 13.25 | 186,067 |
| 10 Yr Rtn | 10.34 | 266,724 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.81 | 106,620 |
| 3 Yr Rtn | 10.23 | 133,654 |
| 5 Yr Rtn | 10.66 | 165,741 |
| 10 Yr Rtn | 9.86 | 255,684 |
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 | 7.2 | 107,223 |
| 3 Yr Rtn | 7.65 | 124,754 |
| 5 Yr Rtn | 6.35 | 136,031 |
| 10 Yr Rtn | 8.13 | 218,299 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.25 | 108,277 |
| 3 Yr Rtn | 8.05 | 126,190 |
| 5 Yr Rtn | 6.63 | 137,816 |
| 10 Yr Rtn | 7.63 | 208,540 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.92 | 107,721 |
| 3 Yr Rtn | 10.19 | 133,613 |
| 5 Yr Rtn | 9.11 | 154,548 |
| 10 Yr Rtn | 9.48 | 246,875 |