Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.89 | 105,717 |
| 3 Yr Rtn | 23.46 | 190,134 |
| 5 Yr Rtn | 24.58 | 295,453 |
| 10 Yr Rtn | 16.31 | 454,026 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 0.57 | 100,135 |
| 3 Yr Rtn | 20.33 | 177,187 |
| 5 Yr Rtn | 28.47 | 344,648 |
| 10 Yr Rtn | 19.23 | 581,019 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.13 | 107,791 |
| 3 Yr Rtn | 16.76 | 159,858 |
| 5 Yr Rtn | 21.0 | 257,254 |
| 10 Yr Rtn | 14.27 | 378,413 |
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 | 8.35 | 108,047 |
| 3 Yr Rtn | 17.08 | 161,307 |
| 5 Yr Rtn | 18.29 | 229,095 |
| 10 Yr Rtn | 14.05 | 371,186 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.16 | 106,027 |
| 3 Yr Rtn | 17.38 | 162,351 |
| 5 Yr Rtn | 18.08 | 227,544 |
| 10 Yr Rtn | 12.41 | 321,027 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.94 | 107,651 |
| 3 Yr Rtn | 11.87 | 140,706 |
| 5 Yr Rtn | 15.24 | 201,035 |
| 10 Yr Rtn | 11.36 | 292,153 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.91 | 109,455 |
| 3 Yr Rtn | 10.57 | 135,614 |
| 5 Yr Rtn | 12.57 | 179,446 |
| 10 Yr Rtn | 10.89 | 280,963 |
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 | 8.13 | 107,791 |
| 3 Yr Rtn | 16.76 | 159,858 |
| 5 Yr Rtn | 21.0 | 257,254 |
| 10 Yr Rtn | 14.27 | 378,413 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.94 | 107,651 |
| 3 Yr Rtn | 11.87 | 140,706 |
| 5 Yr Rtn | 15.24 | 201,035 |
| 10 Yr Rtn | 11.36 | 292,153 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.13 | 107,791 |
| 3 Yr Rtn | 16.76 | 159,858 |
| 5 Yr Rtn | 21.0 | 257,254 |
| 10 Yr Rtn | 14.27 | 378,413 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.91 | 109,455 |
| 3 Yr Rtn | 10.57 | 135,614 |
| 5 Yr Rtn | 12.57 | 179,446 |
| 10 Yr Rtn | 10.89 | 280,963 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.06 | 103,758 |
| 3 Yr Rtn | 10.44 | 135,325 |
| 5 Yr Rtn | 13.16 | 184,423 |
| 10 Yr Rtn | 8.94 | 235,248 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.16 | 104,968 |
| 3 Yr Rtn | 9.17 | 130,536 |
| 5 Yr Rtn | 10.79 | 166,129 |
| 10 Yr Rtn | 9.19 | 240,406 |
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 | 8.15 | 108,013 |
| 3 Yr Rtn | 7.0 | 122,534 |
| 5 Yr Rtn | 6.91 | 139,763 |
| 10 Yr Rtn | 7.83 | 212,268 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.3 | 108,220 |
| 3 Yr Rtn | 6.69 | 121,445 |
| 5 Yr Rtn | 6.77 | 138,757 |
| 10 Yr Rtn | 7.36 | 203,333 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.75 | 108,489 |
| 3 Yr Rtn | 8.87 | 129,104 |
| 5 Yr Rtn | 9.25 | 155,457 |
| 10 Yr Rtn | 8.96 | 235,827 |