Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.23 | 103,690 |
| 3 Yr Rtn | 24.56 | 192,645 |
| 5 Yr Rtn | 25.78 | 312,580 |
| 10 Yr Rtn | 18.62 | 549,999 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -8.81 | 90,882 |
| 3 Yr Rtn | 20.09 | 173,131 |
| 5 Yr Rtn | 27.89 | 339,482 |
| 10 Yr Rtn | 20.16 | 618,631 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.34 | 109,929 |
| 3 Yr Rtn | 18.91 | 167,829 |
| 5 Yr Rtn | 22.09 | 268,963 |
| 10 Yr Rtn | 16.44 | 456,569 |
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 | 2.67 | 102,502 |
| 3 Yr Rtn | 19.38 | 170,231 |
| 5 Yr Rtn | 19.52 | 242,785 |
| 10 Yr Rtn | 16.09 | 442,364 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.2 | 104,596 |
| 3 Yr Rtn | 18.42 | 166,786 |
| 5 Yr Rtn | 20.89 | 257,204 |
| 10 Yr Rtn | 15.28 | 411,010 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.32 | 104,852 |
| 3 Yr Rtn | 13.84 | 147,994 |
| 5 Yr Rtn | 15.43 | 204,283 |
| 10 Yr Rtn | 13.33 | 345,895 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.17 | 108,685 |
| 3 Yr Rtn | 13.72 | 147,122 |
| 5 Yr Rtn | 14.01 | 191,735 |
| 10 Yr Rtn | 12.64 | 327,237 |
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 | 10.34 | 109,929 |
| 3 Yr Rtn | 18.91 | 167,829 |
| 5 Yr Rtn | 22.09 | 268,963 |
| 10 Yr Rtn | 16.44 | 456,569 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.32 | 104,852 |
| 3 Yr Rtn | 13.84 | 147,994 |
| 5 Yr Rtn | 15.43 | 204,283 |
| 10 Yr Rtn | 13.33 | 345,895 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.34 | 109,929 |
| 3 Yr Rtn | 18.91 | 167,829 |
| 5 Yr Rtn | 22.09 | 268,963 |
| 10 Yr Rtn | 16.44 | 456,569 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.17 | 108,685 |
| 3 Yr Rtn | 13.72 | 147,122 |
| 5 Yr Rtn | 14.01 | 191,735 |
| 10 Yr Rtn | 12.64 | 327,237 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.62 | 102,184 |
| 3 Yr Rtn | 10.72 | 136,440 |
| 5 Yr Rtn | 13.42 | 187,706 |
| 10 Yr Rtn | 10.63 | 273,504 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.6 | 105,411 |
| 3 Yr Rtn | 9.98 | 133,024 |
| 5 Yr Rtn | 10.96 | 167,846 |
| 10 Yr Rtn | 9.95 | 258,411 |
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 | 6.97 | 106,893 |
| 3 Yr Rtn | 7.56 | 124,355 |
| 5 Yr Rtn | 6.3 | 135,705 |
| 10 Yr Rtn | 8.07 | 217,816 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.17 | 108,080 |
| 3 Yr Rtn | 8.01 | 125,884 |
| 5 Yr Rtn | 6.64 | 137,890 |
| 10 Yr Rtn | 7.62 | 208,795 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.43 | 107,243 |
| 3 Yr Rtn | 9.95 | 132,890 |
| 5 Yr Rtn | 9.2 | 155,148 |
| 10 Yr Rtn | 9.56 | 249,121 |