Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.12 | 107,312 |
| 3 Yr Rtn | 31.31 | 224,424 |
| 5 Yr Rtn | 32.18 | 405,584 |
| 10 Yr Rtn | 18.09 | 526,699 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -1.48 | 99,123 |
| 3 Yr Rtn | 28.94 | 213,541 |
| 5 Yr Rtn | 37.16 | 488,642 |
| 10 Yr Rtn | 21.6 | 706,686 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.82 | 107,768 |
| 3 Yr Rtn | 21.91 | 181,554 |
| 5 Yr Rtn | 25.57 | 314,017 |
| 10 Yr Rtn | 15.67 | 426,710 |
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 | 3.24 | 103,625 |
| 3 Yr Rtn | 23.96 | 189,711 |
| 5 Yr Rtn | 24.21 | 297,313 |
| 10 Yr Rtn | 15.5 | 420,660 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.92 | 104,292 |
| 3 Yr Rtn | 23.23 | 187,286 |
| 5 Yr Rtn | 25.72 | 316,204 |
| 10 Yr Rtn | 14.2 | 374,724 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.6 | 105,933 |
| 3 Yr Rtn | 17.9 | 163,609 |
| 5 Yr Rtn | 20.63 | 257,071 |
| 10 Yr Rtn | 12.67 | 328,509 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 11.02 | 111,082 |
| 3 Yr Rtn | 16.8 | 159,515 |
| 5 Yr Rtn | 17.64 | 226,385 |
| 10 Yr Rtn | 12.4 | 321,041 |
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 | 7.82 | 107,768 |
| 3 Yr Rtn | 21.91 | 181,554 |
| 5 Yr Rtn | 25.57 | 314,017 |
| 10 Yr Rtn | 15.67 | 426,710 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.6 | 105,933 |
| 3 Yr Rtn | 17.9 | 163,609 |
| 5 Yr Rtn | 20.63 | 257,071 |
| 10 Yr Rtn | 12.67 | 328,509 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.82 | 107,768 |
| 3 Yr Rtn | 21.91 | 181,554 |
| 5 Yr Rtn | 25.57 | 314,017 |
| 10 Yr Rtn | 15.67 | 426,710 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 11.02 | 111,082 |
| 3 Yr Rtn | 16.8 | 159,515 |
| 5 Yr Rtn | 17.64 | 226,385 |
| 10 Yr Rtn | 12.4 | 321,041 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.23 | 102,635 |
| 3 Yr Rtn | 14.54 | 150,530 |
| 5 Yr Rtn | 16.9 | 219,016 |
| 10 Yr Rtn | 10.03 | 259,773 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.2 | 105,287 |
| 3 Yr Rtn | 11.54 | 138,851 |
| 5 Yr Rtn | 12.85 | 183,610 |
| 10 Yr Rtn | 9.7 | 252,147 |
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 | 9.35 | 109,304 |
| 3 Yr Rtn | 8.39 | 127,380 |
| 5 Yr Rtn | 6.7 | 138,008 |
| 10 Yr Rtn | 8.25 | 221,153 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.65 | 109,622 |
| 3 Yr Rtn | 8.13 | 126,502 |
| 5 Yr Rtn | 6.97 | 139,797 |
| 10 Yr Rtn | 7.72 | 210,525 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.56 | 108,529 |
| 3 Yr Rtn | 10.85 | 136,288 |
| 5 Yr Rtn | 10.37 | 163,669 |
| 10 Yr Rtn | 9.53 | 248,473 |