Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.39 | 106,339 |
| 3 Yr Rtn | 30.58 | 224,455 |
| 5 Yr Rtn | 32.09 | 404,230 |
| 10 Yr Rtn | 17.97 | 517,140 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -1.67 | 98,446 |
| 3 Yr Rtn | 28.6 | 213,975 |
| 5 Yr Rtn | 37.2 | 488,169 |
| 10 Yr Rtn | 21.53 | 693,373 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.05 | 106,926 |
| 3 Yr Rtn | 21.72 | 181,307 |
| 5 Yr Rtn | 25.53 | 311,503 |
| 10 Yr Rtn | 15.52 | 421,288 |
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 | 2.11 | 101,859 |
| 3 Yr Rtn | 23.33 | 189,260 |
| 5 Yr Rtn | 24.06 | 293,618 |
| 10 Yr Rtn | 15.31 | 411,605 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.38 | 103,086 |
| 3 Yr Rtn | 22.93 | 187,652 |
| 5 Yr Rtn | 25.67 | 312,835 |
| 10 Yr Rtn | 14.02 | 367,509 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.88 | 104,512 |
| 3 Yr Rtn | 17.35 | 163,307 |
| 5 Yr Rtn | 20.47 | 253,588 |
| 10 Yr Rtn | 12.48 | 321,619 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.83 | 109,745 |
| 3 Yr Rtn | 16.34 | 158,265 |
| 5 Yr Rtn | 17.44 | 223,454 |
| 10 Yr Rtn | 12.22 | 315,591 |
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 | 7.05 | 106,926 |
| 3 Yr Rtn | 21.72 | 181,307 |
| 5 Yr Rtn | 25.53 | 311,503 |
| 10 Yr Rtn | 15.52 | 421,288 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.88 | 104,512 |
| 3 Yr Rtn | 17.35 | 163,307 |
| 5 Yr Rtn | 20.47 | 253,588 |
| 10 Yr Rtn | 12.48 | 321,619 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.05 | 106,926 |
| 3 Yr Rtn | 21.72 | 181,307 |
| 5 Yr Rtn | 25.53 | 311,503 |
| 10 Yr Rtn | 15.52 | 421,288 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.83 | 109,745 |
| 3 Yr Rtn | 16.34 | 158,265 |
| 5 Yr Rtn | 17.44 | 223,454 |
| 10 Yr Rtn | 12.22 | 315,591 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 1.62 | 101,232 |
| 3 Yr Rtn | 14.21 | 150,193 |
| 5 Yr Rtn | 16.72 | 216,225 |
| 10 Yr Rtn | 9.9 | 254,839 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.76 | 104,681 |
| 3 Yr Rtn | 11.41 | 138,743 |
| 5 Yr Rtn | 12.82 | 183,179 |
| 10 Yr Rtn | 9.64 | 250,147 |
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 | 9.4 | 109,384 |
| 3 Yr Rtn | 8.43 | 127,266 |
| 5 Yr Rtn | 6.67 | 138,024 |
| 10 Yr Rtn | 8.26 | 222,478 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.65 | 109,635 |
| 3 Yr Rtn | 8.16 | 126,442 |
| 5 Yr Rtn | 6.93 | 139,758 |
| 10 Yr Rtn | 7.72 | 211,436 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.47 | 108,461 |
| 3 Yr Rtn | 10.84 | 136,352 |
| 5 Yr Rtn | 10.33 | 163,491 |
| 10 Yr Rtn | 9.51 | 248,626 |