Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.9 | 110,034 |
| 3 Yr Rtn | 26.04 | 198,644 |
| 5 Yr Rtn | 24.84 | 301,071 |
| 10 Yr Rtn | 18.69 | 550,708 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -4.12 | 97,203 |
| 3 Yr Rtn | 21.7 | 179,278 |
| 5 Yr Rtn | 26.24 | 318,502 |
| 10 Yr Rtn | 20.06 | 614,175 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 13.3 | 113,450 |
| 3 Yr Rtn | 19.86 | 170,783 |
| 5 Yr Rtn | 21.27 | 260,575 |
| 10 Yr Rtn | 16.6 | 462,040 |
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 | 8.47 | 109,020 |
| 3 Yr Rtn | 21.13 | 175,821 |
| 5 Yr Rtn | 18.58 | 232,137 |
| 10 Yr Rtn | 16.33 | 448,455 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.37 | 109,754 |
| 3 Yr Rtn | 19.92 | 170,576 |
| 5 Yr Rtn | 19.65 | 243,083 |
| 10 Yr Rtn | 15.37 | 416,254 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.65 | 110,963 |
| 3 Yr Rtn | 15.45 | 152,522 |
| 5 Yr Rtn | 14.54 | 194,369 |
| 10 Yr Rtn | 13.5 | 353,105 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 13.21 | 113,595 |
| 3 Yr Rtn | 14.89 | 150,735 |
| 5 Yr Rtn | 13.3 | 184,716 |
| 10 Yr Rtn | 12.6 | 325,718 |
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 | 13.3 | 113,450 |
| 3 Yr Rtn | 19.86 | 170,783 |
| 5 Yr Rtn | 21.27 | 260,575 |
| 10 Yr Rtn | 16.6 | 462,040 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.65 | 110,963 |
| 3 Yr Rtn | 15.45 | 152,522 |
| 5 Yr Rtn | 14.54 | 194,369 |
| 10 Yr Rtn | 13.5 | 353,105 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 13.3 | 113,450 |
| 3 Yr Rtn | 19.86 | 170,783 |
| 5 Yr Rtn | 21.27 | 260,575 |
| 10 Yr Rtn | 16.6 | 462,040 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 13.21 | 113,595 |
| 3 Yr Rtn | 14.89 | 150,735 |
| 5 Yr Rtn | 13.3 | 184,716 |
| 10 Yr Rtn | 12.6 | 325,718 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.46 | 106,641 |
| 3 Yr Rtn | 12.18 | 139,935 |
| 5 Yr Rtn | 13.08 | 183,624 |
| 10 Yr Rtn | 10.61 | 272,876 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.11 | 107,337 |
| 3 Yr Rtn | 10.51 | 134,451 |
| 5 Yr Rtn | 10.47 | 163,831 |
| 10 Yr Rtn | 10.05 | 259,925 |
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 | 6.91 | 106,957 |
| 3 Yr Rtn | 7.58 | 124,434 |
| 5 Yr Rtn | 6.29 | 135,631 |
| 10 Yr Rtn | 8.08 | 217,475 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.06 | 108,102 |
| 3 Yr Rtn | 8.05 | 126,012 |
| 5 Yr Rtn | 6.56 | 137,344 |
| 10 Yr Rtn | 7.6 | 207,989 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.85 | 108,037 |
| 3 Yr Rtn | 10.28 | 133,816 |
| 5 Yr Rtn | 9.06 | 153,907 |
| 10 Yr Rtn | 9.58 | 249,256 |