Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.89 | 103,648 |
| 3 Yr Rtn | 26.19 | 198,904 |
| 5 Yr Rtn | 29.64 | 367,872 |
| 10 Yr Rtn | 17.89 | 516,083 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -6.31 | 93,618 |
| 3 Yr Rtn | 23.08 | 184,731 |
| 5 Yr Rtn | 32.79 | 410,723 |
| 10 Yr Rtn | 20.43 | 640,843 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.72 | 107,243 |
| 3 Yr Rtn | 20.5 | 173,718 |
| 5 Yr Rtn | 26.84 | 325,268 |
| 10 Yr Rtn | 15.93 | 438,334 |
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 | -0.34 | 99,247 |
| 3 Yr Rtn | 20.71 | 174,462 |
| 5 Yr Rtn | 22.79 | 276,887 |
| 10 Yr Rtn | 15.32 | 416,267 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.04 | 104,697 |
| 3 Yr Rtn | 20.56 | 173,191 |
| 5 Yr Rtn | 25.2 | 304,026 |
| 10 Yr Rtn | 14.64 | 390,742 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.82 | 102,556 |
| 3 Yr Rtn | 15.6 | 153,127 |
| 5 Yr Rtn | 19.01 | 236,694 |
| 10 Yr Rtn | 12.77 | 330,616 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.19 | 110,068 |
| 3 Yr Rtn | 14.97 | 151,039 |
| 5 Yr Rtn | 17.09 | 219,158 |
| 10 Yr Rtn | 12.47 | 322,501 |
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 | 7.72 | 107,243 |
| 3 Yr Rtn | 20.5 | 173,718 |
| 5 Yr Rtn | 26.84 | 325,268 |
| 10 Yr Rtn | 15.93 | 438,334 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.82 | 102,556 |
| 3 Yr Rtn | 15.6 | 153,127 |
| 5 Yr Rtn | 19.01 | 236,694 |
| 10 Yr Rtn | 12.77 | 330,616 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.72 | 107,243 |
| 3 Yr Rtn | 20.5 | 173,718 |
| 5 Yr Rtn | 26.84 | 325,268 |
| 10 Yr Rtn | 15.93 | 438,334 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.19 | 110,068 |
| 3 Yr Rtn | 14.97 | 151,039 |
| 5 Yr Rtn | 17.09 | 219,158 |
| 10 Yr Rtn | 12.47 | 322,501 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 0.3 | 100,161 |
| 3 Yr Rtn | 12.57 | 141,340 |
| 5 Yr Rtn | 15.81 | 207,039 |
| 10 Yr Rtn | 9.98 | 258,221 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.5 | 104,337 |
| 3 Yr Rtn | 10.7 | 135,016 |
| 5 Yr Rtn | 12.63 | 180,145 |
| 10 Yr Rtn | 9.73 | 253,212 |
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 | 7.99 | 108,039 |
| 3 Yr Rtn | 7.96 | 125,848 |
| 5 Yr Rtn | 6.59 | 137,563 |
| 10 Yr Rtn | 7.96 | 215,320 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.68 | 108,728 |
| 3 Yr Rtn | 8.22 | 126,765 |
| 5 Yr Rtn | 6.84 | 139,150 |
| 10 Yr Rtn | 7.51 | 206,515 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.5 | 107,423 |
| 3 Yr Rtn | 10.56 | 134,879 |
| 5 Yr Rtn | 9.93 | 160,355 |
| 10 Yr Rtn | 9.35 | 244,497 |