Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.07 | 102,911 |
| 3 Yr Rtn | 28.39 | 213,015 |
| 5 Yr Rtn | 31.6 | 399,255 |
| 10 Yr Rtn | 17.61 | 513,251 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -2.76 | 95,171 |
| 3 Yr Rtn | 26.42 | 203,633 |
| 5 Yr Rtn | 36.25 | 475,129 |
| 10 Yr Rtn | 20.89 | 674,779 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.82 | 104,745 |
| 3 Yr Rtn | 20.7 | 176,177 |
| 5 Yr Rtn | 25.05 | 309,348 |
| 10 Yr Rtn | 15.3 | 420,462 |
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 | 0.78 | 98,755 |
| 3 Yr Rtn | 21.9 | 180,762 |
| 5 Yr Rtn | 23.16 | 287,052 |
| 10 Yr Rtn | 14.82 | 405,169 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.74 | 100,923 |
| 3 Yr Rtn | 21.35 | 178,579 |
| 5 Yr Rtn | 24.6 | 303,665 |
| 10 Yr Rtn | 13.68 | 368,391 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.1 | 101,270 |
| 3 Yr Rtn | 15.9 | 155,711 |
| 5 Yr Rtn | 19.3 | 243,783 |
| 10 Yr Rtn | 12.14 | 319,362 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.95 | 108,241 |
| 3 Yr Rtn | 15.25 | 153,160 |
| 5 Yr Rtn | 16.76 | 218,711 |
| 10 Yr Rtn | 12.07 | 315,948 |
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 | 5.82 | 104,745 |
| 3 Yr Rtn | 20.7 | 176,177 |
| 5 Yr Rtn | 25.05 | 309,348 |
| 10 Yr Rtn | 15.3 | 420,462 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.1 | 101,270 |
| 3 Yr Rtn | 15.9 | 155,711 |
| 5 Yr Rtn | 19.3 | 243,783 |
| 10 Yr Rtn | 12.14 | 319,362 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.82 | 104,745 |
| 3 Yr Rtn | 20.7 | 176,177 |
| 5 Yr Rtn | 25.05 | 309,348 |
| 10 Yr Rtn | 15.3 | 420,462 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.95 | 108,241 |
| 3 Yr Rtn | 15.25 | 153,160 |
| 5 Yr Rtn | 16.76 | 218,711 |
| 10 Yr Rtn | 12.07 | 315,948 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 0.59 | 98,850 |
| 3 Yr Rtn | 13.32 | 145,487 |
| 5 Yr Rtn | 15.97 | 211,632 |
| 10 Yr Rtn | 9.66 | 254,541 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.49 | 103,863 |
| 3 Yr Rtn | 10.95 | 136,571 |
| 5 Yr Rtn | 12.49 | 181,328 |
| 10 Yr Rtn | 9.57 | 250,606 |
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 | 9.3 | 109,080 |
| 3 Yr Rtn | 8.3 | 126,954 |
| 5 Yr Rtn | 6.65 | 138,044 |
| 10 Yr Rtn | 8.31 | 222,126 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.39 | 109,224 |
| 3 Yr Rtn | 8.08 | 126,169 |
| 5 Yr Rtn | 6.92 | 139,795 |
| 10 Yr Rtn | 7.74 | 210,678 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.08 | 107,598 |
| 3 Yr Rtn | 10.72 | 135,701 |
| 5 Yr Rtn | 10.2 | 162,943 |
| 10 Yr Rtn | 9.46 | 247,913 |