Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 11.39 | 112,700 |
| 3 Yr Rtn | 25.01 | 195,790 |
| 5 Yr Rtn | 23.8 | 285,615 |
| 10 Yr Rtn | 18.8 | 567,443 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -0.68 | 100,639 |
| 3 Yr Rtn | 20.01 | 172,871 |
| 5 Yr Rtn | 24.91 | 299,027 |
| 10 Yr Rtn | 20.2 | 643,927 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.85 | 110,800 |
| 3 Yr Rtn | 18.69 | 165,957 |
| 5 Yr Rtn | 19.72 | 243,405 |
| 10 Yr Rtn | 16.51 | 466,542 |
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 | 8.75 | 110,175 |
| 3 Yr Rtn | 20.27 | 172,502 |
| 5 Yr Rtn | 16.9 | 216,320 |
| 10 Yr Rtn | 16.34 | 462,393 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.09 | 108,631 |
| 3 Yr Rtn | 18.38 | 164,283 |
| 5 Yr Rtn | 17.75 | 224,011 |
| 10 Yr Rtn | 15.41 | 425,434 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.77 | 107,897 |
| 3 Yr Rtn | 13.96 | 146,948 |
| 5 Yr Rtn | 12.73 | 179,989 |
| 10 Yr Rtn | 13.17 | 347,470 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.73 | 108,697 |
| 3 Yr Rtn | 13.87 | 147,199 |
| 5 Yr Rtn | 11.99 | 174,749 |
| 10 Yr Rtn | 12.41 | 324,669 |
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 | 10.85 | 110,800 |
| 3 Yr Rtn | 18.69 | 165,957 |
| 5 Yr Rtn | 19.72 | 243,405 |
| 10 Yr Rtn | 16.51 | 466,542 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.77 | 107,897 |
| 3 Yr Rtn | 13.96 | 146,948 |
| 5 Yr Rtn | 12.73 | 179,989 |
| 10 Yr Rtn | 13.17 | 347,470 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.85 | 110,800 |
| 3 Yr Rtn | 18.69 | 165,957 |
| 5 Yr Rtn | 19.72 | 243,405 |
| 10 Yr Rtn | 16.51 | 466,542 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.73 | 108,697 |
| 3 Yr Rtn | 13.87 | 147,199 |
| 5 Yr Rtn | 11.99 | 174,749 |
| 10 Yr Rtn | 12.41 | 324,669 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.54 | 104,948 |
| 3 Yr Rtn | 11.12 | 136,247 |
| 5 Yr Rtn | 11.4 | 170,510 |
| 10 Yr Rtn | 10.46 | 273,478 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.65 | 106,873 |
| 3 Yr Rtn | 10.21 | 133,403 |
| 5 Yr Rtn | 9.84 | 159,023 |
| 10 Yr Rtn | 10.14 | 264,968 |
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 | 6.4 | 106,295 |
| 3 Yr Rtn | 7.42 | 123,972 |
| 5 Yr Rtn | 6.4 | 136,367 |
| 10 Yr Rtn | 8.19 | 220,029 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.6 | 107,501 |
| 3 Yr Rtn | 7.82 | 125,338 |
| 5 Yr Rtn | 6.68 | 138,193 |
| 10 Yr Rtn | 7.62 | 208,725 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.34 | 107,247 |
| 3 Yr Rtn | 10.1 | 133,276 |
| 5 Yr Rtn | 8.79 | 152,137 |
| 10 Yr Rtn | 9.61 | 251,350 |