Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.87 | 110,443 |
| 3 Yr Rtn | 30.27 | 221,595 |
| 5 Yr Rtn | 34.64 | 459,094 |
| 10 Yr Rtn | 17.57 | 500,682 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.97 | 103,570 |
| 3 Yr Rtn | 28.23 | 209,821 |
| 5 Yr Rtn | 40.45 | 567,261 |
| 10 Yr Rtn | 21.32 | 683,933 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.73 | 112,201 |
| 3 Yr Rtn | 21.68 | 180,012 |
| 5 Yr Rtn | 27.85 | 344,179 |
| 10 Yr Rtn | 15.62 | 424,063 |
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 | 14.03 | 112,040 |
| 3 Yr Rtn | 24.51 | 194,793 |
| 5 Yr Rtn | 27.29 | 344,726 |
| 10 Yr Rtn | 15.47 | 417,227 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.85 | 109,895 |
| 3 Yr Rtn | 24.29 | 193,206 |
| 5 Yr Rtn | 28.84 | 368,751 |
| 10 Yr Rtn | 14.2 | 373,037 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.04 | 111,414 |
| 3 Yr Rtn | 18.23 | 165,767 |
| 5 Yr Rtn | 23.58 | 298,981 |
| 10 Yr Rtn | 12.68 | 327,465 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 14.37 | 113,626 |
| 3 Yr Rtn | 15.53 | 154,604 |
| 5 Yr Rtn | 19.19 | 245,199 |
| 10 Yr Rtn | 11.96 | 308,890 |
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 | 12.73 | 112,201 |
| 3 Yr Rtn | 21.68 | 180,012 |
| 5 Yr Rtn | 27.85 | 344,179 |
| 10 Yr Rtn | 15.62 | 424,063 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.04 | 111,414 |
| 3 Yr Rtn | 18.23 | 165,767 |
| 5 Yr Rtn | 23.58 | 298,981 |
| 10 Yr Rtn | 12.68 | 327,465 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.73 | 112,201 |
| 3 Yr Rtn | 21.68 | 180,012 |
| 5 Yr Rtn | 27.85 | 344,179 |
| 10 Yr Rtn | 15.62 | 424,063 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 14.37 | 113,626 |
| 3 Yr Rtn | 15.53 | 154,604 |
| 5 Yr Rtn | 19.19 | 245,199 |
| 10 Yr Rtn | 11.96 | 308,890 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.46 | 107,082 |
| 3 Yr Rtn | 15.38 | 154,134 |
| 5 Yr Rtn | 19.46 | 249,382 |
| 10 Yr Rtn | 9.92 | 255,656 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.77 | 107,318 |
| 3 Yr Rtn | 11.63 | 139,157 |
| 5 Yr Rtn | 14.01 | 194,919 |
| 10 Yr Rtn | 9.62 | 249,989 |
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 | 10.12 | 110,011 |
| 3 Yr Rtn | 8.51 | 127,693 |
| 5 Yr Rtn | 7.29 | 141,503 |
| 10 Yr Rtn | 8.29 | 220,542 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.1 | 109,971 |
| 3 Yr Rtn | 8.13 | 126,378 |
| 5 Yr Rtn | 7.38 | 142,411 |
| 10 Yr Rtn | 7.72 | 209,354 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.43 | 110,139 |
| 3 Yr Rtn | 10.96 | 136,658 |
| 5 Yr Rtn | 11.3 | 171,591 |
| 10 Yr Rtn | 9.42 | 244,218 |