Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 0.91 | 100,712 |
| 3 Yr Rtn | 15.14 | 149,966 |
| 5 Yr Rtn | 16.13 | 208,727 |
| 10 Yr Rtn | 15.57 | 432,465 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.53 | 106,277 |
| 3 Yr Rtn | 13.71 | 143,956 |
| 5 Yr Rtn | 16.17 | 210,408 |
| 10 Yr Rtn | 19.12 | 583,578 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -3.34 | 96,397 |
| 3 Yr Rtn | 11.69 | 137,277 |
| 5 Yr Rtn | 12.37 | 177,631 |
| 10 Yr Rtn | 13.8 | 369,032 |
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 | -6.35 | 93,622 |
| 3 Yr Rtn | 11.09 | 134,685 |
| 5 Yr Rtn | 9.39 | 155,776 |
| 10 Yr Rtn | 12.45 | 328,411 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -8.24 | 91,620 |
| 3 Yr Rtn | 9.02 | 127,313 |
| 5 Yr Rtn | 10.49 | 163,662 |
| 10 Yr Rtn | 12.5 | 331,234 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -4.78 | 95,091 |
| 3 Yr Rtn | 7.49 | 122,390 |
| 5 Yr Rtn | 7.22 | 140,369 |
| 10 Yr Rtn | 10.47 | 274,474 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -0.81 | 98,884 |
| 3 Yr Rtn | 10.55 | 133,384 |
| 5 Yr Rtn | 7.99 | 146,066 |
| 10 Yr Rtn | 11.0 | 285,820 |
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 | -3.34 | 96,397 |
| 3 Yr Rtn | 11.69 | 137,277 |
| 5 Yr Rtn | 12.37 | 177,631 |
| 10 Yr Rtn | 13.8 | 369,032 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -4.78 | 95,091 |
| 3 Yr Rtn | 7.49 | 122,390 |
| 5 Yr Rtn | 7.22 | 140,369 |
| 10 Yr Rtn | 10.47 | 274,474 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -3.34 | 96,397 |
| 3 Yr Rtn | 11.69 | 137,277 |
| 5 Yr Rtn | 12.37 | 177,631 |
| 10 Yr Rtn | 13.8 | 369,032 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -0.81 | 98,884 |
| 3 Yr Rtn | 10.55 | 133,384 |
| 5 Yr Rtn | 7.99 | 146,066 |
| 10 Yr Rtn | 11.0 | 285,820 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -4.74 | 95,087 |
| 3 Yr Rtn | 6.32 | 118,928 |
| 5 Yr Rtn | 6.33 | 135,708 |
| 10 Yr Rtn | 8.26 | 223,656 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -0.16 | 99,754 |
| 3 Yr Rtn | 6.94 | 121,579 |
| 5 Yr Rtn | 6.73 | 138,136 |
| 10 Yr Rtn | 8.11 | 220,295 |
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 | 3.66 | 103,452 |
| 3 Yr Rtn | 6.83 | 121,504 |
| 5 Yr Rtn | 6.17 | 134,915 |
| 10 Yr Rtn | 7.04 | 197,311 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.28 | 105,172 |
| 3 Yr Rtn | 7.73 | 124,700 |
| 5 Yr Rtn | 6.56 | 137,343 |
| 10 Yr Rtn | 7.0 | 196,542 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 1.34 | 101,247 |
| 3 Yr Rtn | 7.83 | 124,724 |
| 5 Yr Rtn | 7.23 | 141,529 |
| 10 Yr Rtn | 8.31 | 222,724 |