Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.23 | 102,972 |
| 3 Yr Rtn | 26.65 | 199,994 |
| 5 Yr Rtn | 28.76 | 349,141 |
| 10 Yr Rtn | 17.33 | 525,047 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -5.62 | 94,131 |
| 3 Yr Rtn | 24.87 | 191,685 |
| 5 Yr Rtn | 32.66 | 399,783 |
| 10 Yr Rtn | 20.52 | 702,015 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.92 | 105,068 |
| 3 Yr Rtn | 19.89 | 171,075 |
| 5 Yr Rtn | 24.19 | 296,147 |
| 10 Yr Rtn | 15.54 | 443,988 |
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 | -1.81 | 97,805 |
| 3 Yr Rtn | 20.34 | 172,443 |
| 5 Yr Rtn | 22.03 | 268,583 |
| 10 Yr Rtn | 14.85 | 421,718 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.25 | 102,581 |
| 3 Yr Rtn | 20.16 | 172,478 |
| 5 Yr Rtn | 23.69 | 287,270 |
| 10 Yr Rtn | 14.0 | 390,697 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 1.55 | 101,128 |
| 3 Yr Rtn | 14.4 | 148,706 |
| 5 Yr Rtn | 18.53 | 232,600 |
| 10 Yr Rtn | 12.24 | 334,121 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.18 | 107,499 |
| 3 Yr Rtn | 13.99 | 147,437 |
| 5 Yr Rtn | 16.15 | 210,021 |
| 10 Yr Rtn | 11.97 | 320,944 |
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 | 5.92 | 105,068 |
| 3 Yr Rtn | 19.89 | 171,075 |
| 5 Yr Rtn | 24.19 | 296,147 |
| 10 Yr Rtn | 15.54 | 443,988 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 1.55 | 101,128 |
| 3 Yr Rtn | 14.4 | 148,706 |
| 5 Yr Rtn | 18.53 | 232,600 |
| 10 Yr Rtn | 12.24 | 334,121 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.92 | 105,068 |
| 3 Yr Rtn | 19.89 | 171,075 |
| 5 Yr Rtn | 24.19 | 296,147 |
| 10 Yr Rtn | 15.54 | 443,988 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.18 | 107,499 |
| 3 Yr Rtn | 13.99 | 147,437 |
| 5 Yr Rtn | 16.15 | 210,021 |
| 10 Yr Rtn | 11.97 | 320,944 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -1.73 | 97,790 |
| 3 Yr Rtn | 11.64 | 138,326 |
| 5 Yr Rtn | 15.73 | 205,581 |
| 10 Yr Rtn | 9.55 | 259,771 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.61 | 103,370 |
| 3 Yr Rtn | 10.32 | 133,937 |
| 5 Yr Rtn | 11.96 | 175,723 |
| 10 Yr Rtn | 9.66 | 255,375 |
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 | 7.75 | 107,669 |
| 3 Yr Rtn | 7.76 | 125,038 |
| 5 Yr Rtn | 6.67 | 138,580 |
| 10 Yr Rtn | 8.1 | 218,451 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.61 | 108,511 |
| 3 Yr Rtn | 7.82 | 125,358 |
| 5 Yr Rtn | 6.95 | 140,089 |
| 10 Yr Rtn | 7.62 | 208,843 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.21 | 107,037 |
| 3 Yr Rtn | 10.31 | 133,903 |
| 5 Yr Rtn | 10.04 | 161,192 |
| 10 Yr Rtn | 9.41 | 249,724 |