Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.22 | 108,741 |
| 3 Yr Rtn | 26.01 | 198,360 |
| 5 Yr Rtn | 24.89 | 303,035 |
| 10 Yr Rtn | 18.4 | 554,605 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -2.78 | 95,804 |
| 3 Yr Rtn | 21.69 | 179,141 |
| 5 Yr Rtn | 26.42 | 320,633 |
| 10 Yr Rtn | 19.69 | 622,562 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 13.54 | 113,222 |
| 3 Yr Rtn | 19.85 | 170,659 |
| 5 Yr Rtn | 21.48 | 262,235 |
| 10 Yr Rtn | 16.36 | 464,608 |
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 | 8.97 | 108,488 |
| 3 Yr Rtn | 21.15 | 175,849 |
| 5 Yr Rtn | 18.74 | 234,578 |
| 10 Yr Rtn | 16.03 | 454,508 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.95 | 109,472 |
| 3 Yr Rtn | 19.98 | 170,729 |
| 5 Yr Rtn | 19.79 | 245,613 |
| 10 Yr Rtn | 15.09 | 418,529 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.93 | 110,662 |
| 3 Yr Rtn | 15.47 | 152,538 |
| 5 Yr Rtn | 14.55 | 197,229 |
| 10 Yr Rtn | 13.28 | 355,079 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 13.85 | 113,360 |
| 3 Yr Rtn | 14.96 | 150,939 |
| 5 Yr Rtn | 13.38 | 186,997 |
| 10 Yr Rtn | 12.48 | 328,266 |
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 | 13.54 | 113,222 |
| 3 Yr Rtn | 19.85 | 170,659 |
| 5 Yr Rtn | 21.48 | 262,235 |
| 10 Yr Rtn | 16.36 | 464,608 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.93 | 110,662 |
| 3 Yr Rtn | 15.47 | 152,538 |
| 5 Yr Rtn | 14.55 | 197,229 |
| 10 Yr Rtn | 13.28 | 355,079 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 13.54 | 113,222 |
| 3 Yr Rtn | 19.85 | 170,659 |
| 5 Yr Rtn | 21.48 | 262,235 |
| 10 Yr Rtn | 16.36 | 464,608 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 13.85 | 113,360 |
| 3 Yr Rtn | 14.96 | 150,939 |
| 5 Yr Rtn | 13.38 | 186,997 |
| 10 Yr Rtn | 12.48 | 328,266 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.84 | 106,500 |
| 3 Yr Rtn | 12.21 | 139,985 |
| 5 Yr Rtn | 13.1 | 185,064 |
| 10 Yr Rtn | 10.44 | 274,566 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.3 | 107,089 |
| 3 Yr Rtn | 10.51 | 134,429 |
| 5 Yr Rtn | 10.5 | 164,572 |
| 10 Yr Rtn | 9.93 | 260,799 |
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 | 6.99 | 106,933 |
| 3 Yr Rtn | 7.59 | 124,455 |
| 5 Yr Rtn | 6.29 | 135,678 |
| 10 Yr Rtn | 8.09 | 217,618 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.14 | 108,071 |
| 3 Yr Rtn | 8.06 | 126,020 |
| 5 Yr Rtn | 6.57 | 137,438 |
| 10 Yr Rtn | 7.6 | 208,108 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.14 | 107,875 |
| 3 Yr Rtn | 10.3 | 133,848 |
| 5 Yr Rtn | 9.08 | 154,392 |
| 10 Yr Rtn | 9.52 | 249,953 |