Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.55 | 101,019 |
| 3 Yr Rtn | 24.65 | 191,766 |
| 5 Yr Rtn | 29.52 | 352,952 |
| 10 Yr Rtn | 18.2 | 528,621 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -5.59 | 93,321 |
| 3 Yr Rtn | 22.24 | 180,764 |
| 5 Yr Rtn | 32.87 | 397,425 |
| 10 Yr Rtn | 21.55 | 703,454 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.5 | 104,411 |
| 3 Yr Rtn | 19.06 | 168,524 |
| 5 Yr Rtn | 25.26 | 309,994 |
| 10 Yr Rtn | 16.14 | 444,850 |
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 | -2.08 | 96,877 |
| 3 Yr Rtn | 18.75 | 166,583 |
| 5 Yr Rtn | 22.69 | 276,394 |
| 10 Yr Rtn | 15.61 | 423,404 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.78 | 101,977 |
| 3 Yr Rtn | 18.94 | 167,373 |
| 5 Yr Rtn | 24.38 | 297,946 |
| 10 Yr Rtn | 14.84 | 397,868 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 1.6 | 100,052 |
| 3 Yr Rtn | 13.49 | 145,692 |
| 5 Yr Rtn | 19.0 | 238,980 |
| 10 Yr Rtn | 12.99 | 337,802 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.66 | 105,993 |
| 3 Yr Rtn | 13.07 | 143,971 |
| 5 Yr Rtn | 16.33 | 214,026 |
| 10 Yr Rtn | 12.41 | 321,770 |
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 | 5.5 | 104,411 |
| 3 Yr Rtn | 19.06 | 168,524 |
| 5 Yr Rtn | 25.26 | 309,994 |
| 10 Yr Rtn | 16.14 | 444,850 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 1.6 | 100,052 |
| 3 Yr Rtn | 13.49 | 145,692 |
| 5 Yr Rtn | 19.0 | 238,980 |
| 10 Yr Rtn | 12.99 | 337,802 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.5 | 104,411 |
| 3 Yr Rtn | 19.06 | 168,524 |
| 5 Yr Rtn | 25.26 | 309,994 |
| 10 Yr Rtn | 16.14 | 444,850 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.66 | 105,993 |
| 3 Yr Rtn | 13.07 | 143,971 |
| 5 Yr Rtn | 16.33 | 214,026 |
| 10 Yr Rtn | 12.41 | 321,770 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -1.68 | 97,550 |
| 3 Yr Rtn | 10.91 | 136,079 |
| 5 Yr Rtn | 15.86 | 208,836 |
| 10 Yr Rtn | 10.17 | 262,206 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.6 | 103,165 |
| 3 Yr Rtn | 9.92 | 132,547 |
| 5 Yr Rtn | 12.32 | 179,324 |
| 10 Yr Rtn | 9.85 | 255,429 |
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 | 7.57 | 107,332 |
| 3 Yr Rtn | 7.56 | 124,521 |
| 5 Yr Rtn | 6.59 | 137,602 |
| 10 Yr Rtn | 8.08 | 217,485 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.6 | 108,317 |
| 3 Yr Rtn | 7.74 | 125,182 |
| 5 Yr Rtn | 6.89 | 139,528 |
| 10 Yr Rtn | 7.63 | 208,458 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.92 | 106,583 |
| 3 Yr Rtn | 10.02 | 133,107 |
| 5 Yr Rtn | 10.01 | 161,148 |
| 10 Yr Rtn | 9.55 | 248,536 |