Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 1.76 | 102,883 |
| 3 Yr Rtn | 25.17 | 196,678 |
| 5 Yr Rtn | 28.57 | 353,210 |
| 10 Yr Rtn | 18.25 | 533,261 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -5.37 | 95,031 |
| 3 Yr Rtn | 23.24 | 187,931 |
| 5 Yr Rtn | 31.63 | 396,925 |
| 10 Yr Rtn | 21.73 | 707,654 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.33 | 105,469 |
| 3 Yr Rtn | 19.96 | 172,714 |
| 5 Yr Rtn | 25.51 | 310,020 |
| 10 Yr Rtn | 16.21 | 445,615 |
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 | -2.18 | 98,071 |
| 3 Yr Rtn | 19.92 | 172,249 |
| 5 Yr Rtn | 22.49 | 275,037 |
| 10 Yr Rtn | 15.69 | 427,219 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.27 | 103,376 |
| 3 Yr Rtn | 20.13 | 172,663 |
| 5 Yr Rtn | 24.63 | 301,069 |
| 10 Yr Rtn | 14.97 | 399,940 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 0.6 | 100,750 |
| 3 Yr Rtn | 14.57 | 150,107 |
| 5 Yr Rtn | 18.98 | 238,249 |
| 10 Yr Rtn | 13.01 | 337,484 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.68 | 106,616 |
| 3 Yr Rtn | 13.72 | 147,008 |
| 5 Yr Rtn | 16.5 | 214,170 |
| 10 Yr Rtn | 12.48 | 322,618 |
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 | 5.33 | 105,469 |
| 3 Yr Rtn | 19.96 | 172,714 |
| 5 Yr Rtn | 25.51 | 310,020 |
| 10 Yr Rtn | 16.21 | 445,615 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 0.6 | 100,750 |
| 3 Yr Rtn | 14.57 | 150,107 |
| 5 Yr Rtn | 18.98 | 238,249 |
| 10 Yr Rtn | 13.01 | 337,484 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.33 | 105,469 |
| 3 Yr Rtn | 19.96 | 172,714 |
| 5 Yr Rtn | 25.51 | 310,020 |
| 10 Yr Rtn | 16.21 | 445,615 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.68 | 106,616 |
| 3 Yr Rtn | 13.72 | 147,008 |
| 5 Yr Rtn | 16.5 | 214,170 |
| 10 Yr Rtn | 12.48 | 322,618 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -1.76 | 98,513 |
| 3 Yr Rtn | 11.82 | 139,551 |
| 5 Yr Rtn | 16.04 | 210,611 |
| 10 Yr Rtn | 10.2 | 262,011 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.48 | 103,595 |
| 3 Yr Rtn | 10.29 | 134,040 |
| 5 Yr Rtn | 12.42 | 179,492 |
| 10 Yr Rtn | 9.86 | 255,948 |
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 | 7.64 | 107,529 |
| 3 Yr Rtn | 7.7 | 124,952 |
| 5 Yr Rtn | 6.64 | 138,008 |
| 10 Yr Rtn | 8.08 | 216,670 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.48 | 108,345 |
| 3 Yr Rtn | 7.9 | 125,632 |
| 5 Yr Rtn | 6.91 | 139,663 |
| 10 Yr Rtn | 7.62 | 207,730 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.95 | 106,857 |
| 3 Yr Rtn | 10.26 | 134,001 |
| 5 Yr Rtn | 10.06 | 161,470 |
| 10 Yr Rtn | 9.56 | 248,324 |