Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.3 | 105,514 |
| 3 Yr Rtn | 31.8 | 227,990 |
| 5 Yr Rtn | 33.12 | 422,979 |
| 10 Yr Rtn | 18.05 | 527,898 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 0.81 | 98,974 |
| 3 Yr Rtn | 29.69 | 216,248 |
| 5 Yr Rtn | 38.67 | 512,632 |
| 10 Yr Rtn | 22.17 | 740,014 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.02 | 108,556 |
| 3 Yr Rtn | 21.53 | 180,077 |
| 5 Yr Rtn | 26.1 | 322,482 |
| 10 Yr Rtn | 15.86 | 435,202 |
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 | 6.09 | 104,417 |
| 3 Yr Rtn | 25.03 | 195,682 |
| 5 Yr Rtn | 25.44 | 314,788 |
| 10 Yr Rtn | 15.79 | 433,209 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.85 | 105,000 |
| 3 Yr Rtn | 24.42 | 192,917 |
| 5 Yr Rtn | 26.61 | 331,599 |
| 10 Yr Rtn | 14.55 | 388,350 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.83 | 104,833 |
| 3 Yr Rtn | 18.27 | 165,461 |
| 5 Yr Rtn | 21.46 | 269,073 |
| 10 Yr Rtn | 12.89 | 335,622 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 11.39 | 110,654 |
| 3 Yr Rtn | 16.74 | 158,993 |
| 5 Yr Rtn | 18.11 | 233,116 |
| 10 Yr Rtn | 12.49 | 323,194 |
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 | 9.02 | 108,556 |
| 3 Yr Rtn | 21.53 | 180,077 |
| 5 Yr Rtn | 26.1 | 322,482 |
| 10 Yr Rtn | 15.86 | 435,202 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.83 | 104,833 |
| 3 Yr Rtn | 18.27 | 165,461 |
| 5 Yr Rtn | 21.46 | 269,073 |
| 10 Yr Rtn | 12.89 | 335,622 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.02 | 108,556 |
| 3 Yr Rtn | 21.53 | 180,077 |
| 5 Yr Rtn | 26.1 | 322,482 |
| 10 Yr Rtn | 15.86 | 435,202 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 11.39 | 110,654 |
| 3 Yr Rtn | 16.74 | 158,993 |
| 5 Yr Rtn | 18.11 | 233,116 |
| 10 Yr Rtn | 12.49 | 323,194 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.46 | 102,840 |
| 3 Yr Rtn | 15.28 | 153,228 |
| 5 Yr Rtn | 17.84 | 229,347 |
| 10 Yr Rtn | 10.21 | 263,935 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.96 | 105,610 |
| 3 Yr Rtn | 11.72 | 139,424 |
| 5 Yr Rtn | 13.26 | 187,815 |
| 10 Yr Rtn | 9.67 | 251,939 |
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 | 9.46 | 109,346 |
| 3 Yr Rtn | 8.71 | 128,505 |
| 5 Yr Rtn | 6.97 | 140,003 |
| 10 Yr Rtn | 8.38 | 223,610 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.67 | 109,554 |
| 3 Yr Rtn | 8.25 | 126,890 |
| 5 Yr Rtn | 7.25 | 141,874 |
| 10 Yr Rtn | 7.79 | 211,339 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.16 | 108,909 |
| 3 Yr Rtn | 11.13 | 137,259 |
| 5 Yr Rtn | 10.8 | 167,390 |
| 10 Yr Rtn | 9.64 | 250,803 |