Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.7 | 107,349 |
| 3 Yr Rtn | 32.55 | 232,770 |
| 5 Yr Rtn | 32.51 | 404,136 |
| 10 Yr Rtn | 18.0 | 521,173 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -1.2 | 98,452 |
| 3 Yr Rtn | 30.19 | 220,361 |
| 5 Yr Rtn | 37.84 | 490,159 |
| 10 Yr Rtn | 21.69 | 705,793 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.96 | 108,475 |
| 3 Yr Rtn | 22.6 | 184,447 |
| 5 Yr Rtn | 25.75 | 312,348 |
| 10 Yr Rtn | 15.59 | 424,072 |
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 | 3.86 | 103,651 |
| 3 Yr Rtn | 25.26 | 196,496 |
| 5 Yr Rtn | 24.57 | 296,980 |
| 10 Yr Rtn | 15.41 | 416,743 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.37 | 104,202 |
| 3 Yr Rtn | 24.33 | 192,428 |
| 5 Yr Rtn | 26.07 | 314,489 |
| 10 Yr Rtn | 14.08 | 371,425 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.83 | 105,476 |
| 3 Yr Rtn | 18.64 | 167,435 |
| 5 Yr Rtn | 20.92 | 255,444 |
| 10 Yr Rtn | 12.51 | 323,890 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.88 | 110,453 |
| 3 Yr Rtn | 17.45 | 162,170 |
| 5 Yr Rtn | 17.83 | 225,192 |
| 10 Yr Rtn | 12.32 | 318,265 |
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 | 8.96 | 108,475 |
| 3 Yr Rtn | 22.6 | 184,447 |
| 5 Yr Rtn | 25.75 | 312,348 |
| 10 Yr Rtn | 15.59 | 424,072 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.83 | 105,476 |
| 3 Yr Rtn | 18.64 | 167,435 |
| 5 Yr Rtn | 20.92 | 255,444 |
| 10 Yr Rtn | 12.51 | 323,890 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.96 | 108,475 |
| 3 Yr Rtn | 22.6 | 184,447 |
| 5 Yr Rtn | 25.75 | 312,348 |
| 10 Yr Rtn | 15.59 | 424,072 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.88 | 110,453 |
| 3 Yr Rtn | 17.45 | 162,170 |
| 5 Yr Rtn | 17.83 | 225,192 |
| 10 Yr Rtn | 12.32 | 318,265 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.35 | 102,280 |
| 3 Yr Rtn | 15.25 | 153,358 |
| 5 Yr Rtn | 17.15 | 218,251 |
| 10 Yr Rtn | 9.91 | 256,545 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.64 | 105,498 |
| 3 Yr Rtn | 11.95 | 140,333 |
| 5 Yr Rtn | 12.97 | 183,339 |
| 10 Yr Rtn | 9.66 | 251,377 |
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 | 9.4 | 109,363 |
| 3 Yr Rtn | 8.41 | 127,537 |
| 5 Yr Rtn | 6.78 | 138,810 |
| 10 Yr Rtn | 8.28 | 220,896 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.72 | 109,697 |
| 3 Yr Rtn | 8.16 | 126,552 |
| 5 Yr Rtn | 7.08 | 140,595 |
| 10 Yr Rtn | 7.73 | 210,211 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.9 | 108,849 |
| 3 Yr Rtn | 11.14 | 137,294 |
| 5 Yr Rtn | 10.54 | 164,418 |
| 10 Yr Rtn | 9.53 | 247,828 |