Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.89 | 102,443 |
| 3 Yr Rtn | 26.24 | 201,841 |
| 5 Yr Rtn | 29.48 | 364,349 |
| 10 Yr Rtn | 17.97 | 522,104 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -6.93 | 92,886 |
| 3 Yr Rtn | 22.71 | 185,273 |
| 5 Yr Rtn | 32.53 | 406,694 |
| 10 Yr Rtn | 20.53 | 644,697 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.68 | 105,605 |
| 3 Yr Rtn | 20.43 | 174,150 |
| 5 Yr Rtn | 26.29 | 323,279 |
| 10 Yr Rtn | 15.93 | 439,524 |
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 | -1.66 | 97,740 |
| 3 Yr Rtn | 21.01 | 176,356 |
| 5 Yr Rtn | 22.59 | 275,752 |
| 10 Yr Rtn | 15.49 | 422,895 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.96 | 102,408 |
| 3 Yr Rtn | 20.52 | 173,970 |
| 5 Yr Rtn | 24.55 | 299,705 |
| 10 Yr Rtn | 14.66 | 394,007 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 0.47 | 99,765 |
| 3 Yr Rtn | 15.43 | 152,556 |
| 5 Yr Rtn | 18.39 | 231,695 |
| 10 Yr Rtn | 12.7 | 331,408 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.38 | 108,139 |
| 3 Yr Rtn | 14.83 | 150,732 |
| 5 Yr Rtn | 16.61 | 215,427 |
| 10 Yr Rtn | 12.41 | 322,771 |
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 | 5.68 | 105,605 |
| 3 Yr Rtn | 20.43 | 174,150 |
| 5 Yr Rtn | 26.29 | 323,279 |
| 10 Yr Rtn | 15.93 | 439,524 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 0.47 | 99,765 |
| 3 Yr Rtn | 15.43 | 152,556 |
| 5 Yr Rtn | 18.39 | 231,695 |
| 10 Yr Rtn | 12.7 | 331,408 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.68 | 105,605 |
| 3 Yr Rtn | 20.43 | 174,150 |
| 5 Yr Rtn | 26.29 | 323,279 |
| 10 Yr Rtn | 15.93 | 439,524 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.38 | 108,139 |
| 3 Yr Rtn | 14.83 | 150,732 |
| 5 Yr Rtn | 16.61 | 215,427 |
| 10 Yr Rtn | 12.41 | 322,771 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -0.92 | 98,576 |
| 3 Yr Rtn | 12.64 | 142,083 |
| 5 Yr Rtn | 15.41 | 204,187 |
| 10 Yr Rtn | 9.94 | 258,209 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.86 | 103,656 |
| 3 Yr Rtn | 10.73 | 135,421 |
| 5 Yr Rtn | 12.46 | 179,776 |
| 10 Yr Rtn | 9.75 | 253,616 |
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 | 8.07 | 108,003 |
| 3 Yr Rtn | 8.01 | 126,091 |
| 5 Yr Rtn | 6.57 | 137,462 |
| 10 Yr Rtn | 7.97 | 215,349 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.69 | 108,604 |
| 3 Yr Rtn | 8.24 | 126,915 |
| 5 Yr Rtn | 6.84 | 139,095 |
| 10 Yr Rtn | 7.52 | 206,470 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.03 | 106,954 |
| 3 Yr Rtn | 10.58 | 135,121 |
| 5 Yr Rtn | 9.82 | 159,681 |
| 10 Yr Rtn | 9.36 | 244,839 |