Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.72 | 109,214 |
| 3 Yr Rtn | 24.64 | 195,085 |
| 5 Yr Rtn | 32.71 | 406,698 |
| 10 Yr Rtn | 17.31 | 493,729 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 1.83 | 101,383 |
| 3 Yr Rtn | 21.78 | 182,449 |
| 5 Yr Rtn | 38.22 | 500,594 |
| 10 Yr Rtn | 20.81 | 664,954 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.24 | 110,284 |
| 3 Yr Rtn | 18.95 | 168,485 |
| 5 Yr Rtn | 27.21 | 323,855 |
| 10 Yr Rtn | 15.52 | 423,699 |
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 | 12.11 | 111,476 |
| 3 Yr Rtn | 20.71 | 176,181 |
| 5 Yr Rtn | 25.98 | 310,331 |
| 10 Yr Rtn | 15.33 | 416,477 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.92 | 106,914 |
| 3 Yr Rtn | 20.13 | 173,526 |
| 5 Yr Rtn | 26.78 | 316,807 |
| 10 Yr Rtn | 13.85 | 366,935 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.76 | 109,688 |
| 3 Yr Rtn | 14.42 | 150,134 |
| 5 Yr Rtn | 21.92 | 262,048 |
| 10 Yr Rtn | 12.4 | 322,829 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.2 | 112,008 |
| 3 Yr Rtn | 12.8 | 143,647 |
| 5 Yr Rtn | 18.1 | 226,552 |
| 10 Yr Rtn | 11.9 | 307,752 |
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 | 10.24 | 110,284 |
| 3 Yr Rtn | 18.95 | 168,485 |
| 5 Yr Rtn | 27.21 | 323,855 |
| 10 Yr Rtn | 15.52 | 423,699 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.76 | 109,688 |
| 3 Yr Rtn | 14.42 | 150,134 |
| 5 Yr Rtn | 21.92 | 262,048 |
| 10 Yr Rtn | 12.4 | 322,829 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.24 | 110,284 |
| 3 Yr Rtn | 18.95 | 168,485 |
| 5 Yr Rtn | 27.21 | 323,855 |
| 10 Yr Rtn | 15.52 | 423,699 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.2 | 112,008 |
| 3 Yr Rtn | 12.8 | 143,647 |
| 5 Yr Rtn | 18.1 | 226,552 |
| 10 Yr Rtn | 11.9 | 307,752 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.18 | 105,456 |
| 3 Yr Rtn | 12.48 | 142,515 |
| 5 Yr Rtn | 18.13 | 225,663 |
| 10 Yr Rtn | 9.82 | 255,187 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.51 | 106,519 |
| 3 Yr Rtn | 10.14 | 133,714 |
| 5 Yr Rtn | 13.47 | 185,659 |
| 10 Yr Rtn | 9.51 | 248,256 |
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 | 10.41 | 110,405 |
| 3 Yr Rtn | 8.07 | 126,103 |
| 5 Yr Rtn | 7.37 | 142,685 |
| 10 Yr Rtn | 8.13 | 219,097 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.14 | 110,139 |
| 3 Yr Rtn | 7.69 | 124,804 |
| 5 Yr Rtn | 7.46 | 143,101 |
| 10 Yr Rtn | 7.61 | 208,467 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.62 | 109,593 |
| 3 Yr Rtn | 9.91 | 132,861 |
| 5 Yr Rtn | 11.0 | 167,581 |
| 10 Yr Rtn | 9.3 | 243,800 |