Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.79 | 106,032 |
| 3 Yr Rtn | 30.97 | 223,215 |
| 5 Yr Rtn | 32.49 | 408,874 |
| 10 Yr Rtn | 17.81 | 515,317 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -1.26 | 98,561 |
| 3 Yr Rtn | 29.12 | 214,353 |
| 5 Yr Rtn | 37.57 | 494,026 |
| 10 Yr Rtn | 21.31 | 684,908 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.93 | 106,429 |
| 3 Yr Rtn | 22.09 | 181,358 |
| 5 Yr Rtn | 25.8 | 315,482 |
| 10 Yr Rtn | 15.46 | 419,416 |
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 | 2.05 | 101,264 |
| 3 Yr Rtn | 23.85 | 189,376 |
| 5 Yr Rtn | 24.34 | 298,676 |
| 10 Yr Rtn | 15.19 | 408,767 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.87 | 102,464 |
| 3 Yr Rtn | 23.58 | 187,775 |
| 5 Yr Rtn | 25.99 | 318,772 |
| 10 Yr Rtn | 13.88 | 365,442 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.42 | 104,030 |
| 3 Yr Rtn | 17.9 | 162,729 |
| 5 Yr Rtn | 20.78 | 257,596 |
| 10 Yr Rtn | 12.37 | 319,525 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.5 | 109,118 |
| 3 Yr Rtn | 16.51 | 157,634 |
| 5 Yr Rtn | 17.65 | 225,703 |
| 10 Yr Rtn | 12.15 | 314,111 |
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 | 6.93 | 106,429 |
| 3 Yr Rtn | 22.09 | 181,358 |
| 5 Yr Rtn | 25.8 | 315,482 |
| 10 Yr Rtn | 15.46 | 419,416 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.42 | 104,030 |
| 3 Yr Rtn | 17.9 | 162,729 |
| 5 Yr Rtn | 20.78 | 257,596 |
| 10 Yr Rtn | 12.37 | 319,525 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.93 | 106,429 |
| 3 Yr Rtn | 22.09 | 181,358 |
| 5 Yr Rtn | 25.8 | 315,482 |
| 10 Yr Rtn | 15.46 | 419,416 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.5 | 109,118 |
| 3 Yr Rtn | 16.51 | 157,634 |
| 5 Yr Rtn | 17.65 | 225,703 |
| 10 Yr Rtn | 12.15 | 314,111 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 1.19 | 100,840 |
| 3 Yr Rtn | 14.68 | 150,323 |
| 5 Yr Rtn | 16.9 | 218,855 |
| 10 Yr Rtn | 9.78 | 253,250 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.7 | 104,534 |
| 3 Yr Rtn | 11.61 | 138,928 |
| 5 Yr Rtn | 13.04 | 184,573 |
| 10 Yr Rtn | 9.6 | 250,206 |
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 | 9.51 | 109,439 |
| 3 Yr Rtn | 8.32 | 127,186 |
| 5 Yr Rtn | 6.7 | 138,141 |
| 10 Yr Rtn | 8.31 | 222,443 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.68 | 109,603 |
| 3 Yr Rtn | 8.09 | 126,417 |
| 5 Yr Rtn | 6.94 | 139,792 |
| 10 Yr Rtn | 7.75 | 211,118 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.55 | 108,379 |
| 3 Yr Rtn | 10.95 | 136,441 |
| 5 Yr Rtn | 10.44 | 164,239 |
| 10 Yr Rtn | 9.52 | 248,089 |