Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.97 | 106,131 |
| 3 Yr Rtn | 32.28 | 228,252 |
| 5 Yr Rtn | 31.56 | 398,166 |
| 10 Yr Rtn | 17.55 | 507,999 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -0.79 | 98,779 |
| 3 Yr Rtn | 30.48 | 218,557 |
| 5 Yr Rtn | 36.78 | 484,122 |
| 10 Yr Rtn | 21.49 | 703,554 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.73 | 109,542 |
| 3 Yr Rtn | 22.85 | 184,224 |
| 5 Yr Rtn | 25.34 | 315,707 |
| 10 Yr Rtn | 15.53 | 426,426 |
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 | 4.89 | 104,801 |
| 3 Yr Rtn | 25.49 | 195,471 |
| 5 Yr Rtn | 24.11 | 300,053 |
| 10 Yr Rtn | 15.31 | 418,126 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.86 | 105,654 |
| 3 Yr Rtn | 24.92 | 193,244 |
| 5 Yr Rtn | 25.54 | 317,943 |
| 10 Yr Rtn | 14.05 | 374,354 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.97 | 105,524 |
| 3 Yr Rtn | 18.79 | 165,929 |
| 5 Yr Rtn | 20.48 | 258,244 |
| 10 Yr Rtn | 12.4 | 323,092 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 11.26 | 111,298 |
| 3 Yr Rtn | 17.26 | 160,386 |
| 5 Yr Rtn | 17.41 | 226,155 |
| 10 Yr Rtn | 12.21 | 316,681 |
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 | 9.73 | 109,542 |
| 3 Yr Rtn | 22.85 | 184,224 |
| 5 Yr Rtn | 25.34 | 315,707 |
| 10 Yr Rtn | 15.53 | 426,426 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.97 | 105,524 |
| 3 Yr Rtn | 18.79 | 165,929 |
| 5 Yr Rtn | 20.48 | 258,244 |
| 10 Yr Rtn | 12.4 | 323,092 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.73 | 109,542 |
| 3 Yr Rtn | 22.85 | 184,224 |
| 5 Yr Rtn | 25.34 | 315,707 |
| 10 Yr Rtn | 15.53 | 426,426 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 11.26 | 111,298 |
| 3 Yr Rtn | 17.26 | 160,386 |
| 5 Yr Rtn | 17.41 | 226,155 |
| 10 Yr Rtn | 12.21 | 316,681 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.22 | 102,938 |
| 3 Yr Rtn | 15.49 | 152,700 |
| 5 Yr Rtn | 17.05 | 222,410 |
| 10 Yr Rtn | 9.83 | 256,595 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.84 | 105,771 |
| 3 Yr Rtn | 12.05 | 140,321 |
| 5 Yr Rtn | 12.79 | 184,015 |
| 10 Yr Rtn | 9.58 | 250,519 |
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 | 9.39 | 109,320 |
| 3 Yr Rtn | 8.52 | 127,875 |
| 5 Yr Rtn | 6.92 | 139,826 |
| 10 Yr Rtn | 8.26 | 221,828 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.61 | 109,534 |
| 3 Yr Rtn | 8.18 | 126,666 |
| 5 Yr Rtn | 7.18 | 141,384 |
| 10 Yr Rtn | 7.69 | 210,364 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.94 | 108,867 |
| 3 Yr Rtn | 11.12 | 136,897 |
| 5 Yr Rtn | 10.5 | 165,262 |
| 10 Yr Rtn | 9.45 | 247,690 |