Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.49 | 107,225 |
| 3 Yr Rtn | 25.54 | 196,009 |
| 5 Yr Rtn | 29.55 | 356,768 |
| 10 Yr Rtn | 18.33 | 548,666 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -2.25 | 95,680 |
| 3 Yr Rtn | 22.79 | 184,260 |
| 5 Yr Rtn | 32.93 | 405,428 |
| 10 Yr Rtn | 20.41 | 655,447 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.84 | 108,447 |
| 3 Yr Rtn | 18.95 | 167,615 |
| 5 Yr Rtn | 26.02 | 312,682 |
| 10 Yr Rtn | 15.97 | 442,353 |
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 | 4.35 | 102,177 |
| 3 Yr Rtn | 19.92 | 171,257 |
| 5 Yr Rtn | 22.29 | 268,341 |
| 10 Yr Rtn | 15.62 | 430,458 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.12 | 105,993 |
| 3 Yr Rtn | 18.96 | 167,266 |
| 5 Yr Rtn | 24.55 | 291,174 |
| 10 Yr Rtn | 14.66 | 397,113 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.91 | 103,995 |
| 3 Yr Rtn | 13.9 | 147,027 |
| 5 Yr Rtn | 18.38 | 226,507 |
| 10 Yr Rtn | 12.77 | 336,374 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 13.16 | 111,750 |
| 3 Yr Rtn | 13.93 | 147,471 |
| 5 Yr Rtn | 16.52 | 210,915 |
| 10 Yr Rtn | 12.38 | 325,639 |
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 | 9.84 | 108,447 |
| 3 Yr Rtn | 18.95 | 167,615 |
| 5 Yr Rtn | 26.02 | 312,682 |
| 10 Yr Rtn | 15.97 | 442,353 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.91 | 103,995 |
| 3 Yr Rtn | 13.9 | 147,027 |
| 5 Yr Rtn | 18.38 | 226,507 |
| 10 Yr Rtn | 12.77 | 336,374 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.84 | 108,447 |
| 3 Yr Rtn | 18.95 | 167,615 |
| 5 Yr Rtn | 26.02 | 312,682 |
| 10 Yr Rtn | 15.97 | 442,353 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 13.16 | 111,750 |
| 3 Yr Rtn | 13.93 | 147,471 |
| 5 Yr Rtn | 16.52 | 210,915 |
| 10 Yr Rtn | 12.38 | 325,639 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.41 | 101,843 |
| 3 Yr Rtn | 11.47 | 137,749 |
| 5 Yr Rtn | 15.67 | 202,503 |
| 10 Yr Rtn | 10.2 | 267,124 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.56 | 104,893 |
| 3 Yr Rtn | 10.16 | 133,209 |
| 5 Yr Rtn | 12.43 | 177,469 |
| 10 Yr Rtn | 9.82 | 256,406 |
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 | 7.57 | 107,552 |
| 3 Yr Rtn | 7.81 | 125,267 |
| 5 Yr Rtn | 6.42 | 136,199 |
| 10 Yr Rtn | 7.97 | 215,715 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.67 | 108,648 |
| 3 Yr Rtn | 8.22 | 126,658 |
| 5 Yr Rtn | 6.75 | 138,432 |
| 10 Yr Rtn | 7.54 | 207,298 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.08 | 107,579 |
| 3 Yr Rtn | 10.25 | 133,815 |
| 5 Yr Rtn | 9.85 | 159,023 |
| 10 Yr Rtn | 9.41 | 246,710 |