Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 1.36 | 101,019 |
| 3 Yr Rtn | 24.08 | 190,146 |
| 5 Yr Rtn | 29.49 | 348,439 |
| 10 Yr Rtn | 18.19 | 530,818 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -6.14 | 93,321 |
| 3 Yr Rtn | 21.91 | 180,683 |
| 5 Yr Rtn | 32.92 | 390,632 |
| 10 Yr Rtn | 21.57 | 706,847 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.49 | 104,411 |
| 3 Yr Rtn | 19.12 | 168,995 |
| 5 Yr Rtn | 25.34 | 307,536 |
| 10 Yr Rtn | 16.17 | 446,691 |
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 | -3.03 | 96,877 |
| 3 Yr Rtn | 18.61 | 167,271 |
| 5 Yr Rtn | 22.77 | 273,001 |
| 10 Yr Rtn | 15.64 | 426,812 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 1.84 | 101,977 |
| 3 Yr Rtn | 19.0 | 167,787 |
| 5 Yr Rtn | 24.5 | 295,537 |
| 10 Yr Rtn | 14.9 | 401,765 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 0.18 | 100,052 |
| 3 Yr Rtn | 13.43 | 146,322 |
| 5 Yr Rtn | 19.07 | 237,122 |
| 10 Yr Rtn | 13.02 | 339,309 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.91 | 105,993 |
| 3 Yr Rtn | 13.1 | 144,304 |
| 5 Yr Rtn | 16.44 | 213,059 |
| 10 Yr Rtn | 12.47 | 322,563 |
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 | 4.49 | 104,411 |
| 3 Yr Rtn | 19.12 | 168,995 |
| 5 Yr Rtn | 25.34 | 307,536 |
| 10 Yr Rtn | 16.17 | 446,691 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 0.18 | 100,052 |
| 3 Yr Rtn | 13.43 | 146,322 |
| 5 Yr Rtn | 19.07 | 237,122 |
| 10 Yr Rtn | 13.02 | 339,309 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.49 | 104,411 |
| 3 Yr Rtn | 19.12 | 168,995 |
| 5 Yr Rtn | 25.34 | 307,536 |
| 10 Yr Rtn | 16.17 | 446,691 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.91 | 105,993 |
| 3 Yr Rtn | 13.1 | 144,304 |
| 5 Yr Rtn | 16.44 | 213,059 |
| 10 Yr Rtn | 12.47 | 322,563 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -2.61 | 97,550 |
| 3 Yr Rtn | 10.94 | 136,262 |
| 5 Yr Rtn | 15.91 | 207,522 |
| 10 Yr Rtn | 10.2 | 263,095 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.24 | 103,165 |
| 3 Yr Rtn | 9.91 | 132,738 |
| 5 Yr Rtn | 12.36 | 178,725 |
| 10 Yr Rtn | 9.87 | 255,601 |
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 | 7.58 | 107,332 |
| 3 Yr Rtn | 7.6 | 124,615 |
| 5 Yr Rtn | 6.6 | 137,611 |
| 10 Yr Rtn | 8.09 | 217,431 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.56 | 108,317 |
| 3 Yr Rtn | 7.77 | 125,406 |
| 5 Yr Rtn | 6.89 | 139,555 |
| 10 Yr Rtn | 7.63 | 208,369 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.74 | 106,583 |
| 3 Yr Rtn | 10.04 | 133,251 |
| 5 Yr Rtn | 10.03 | 161,002 |
| 10 Yr Rtn | 9.56 | 248,536 |