Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.72 | 107,423 |
| 3 Yr Rtn | 24.76 | 195,811 |
| 5 Yr Rtn | 28.71 | 349,885 |
| 10 Yr Rtn | 18.43 | 539,366 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -5.46 | 95,858 |
| 3 Yr Rtn | 21.86 | 182,113 |
| 5 Yr Rtn | 31.8 | 394,483 |
| 10 Yr Rtn | 20.45 | 640,124 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.85 | 109,329 |
| 3 Yr Rtn | 18.62 | 167,547 |
| 5 Yr Rtn | 25.48 | 306,927 |
| 10 Yr Rtn | 15.97 | 440,170 |
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 | 2.5 | 103,359 |
| 3 Yr Rtn | 19.42 | 171,064 |
| 5 Yr Rtn | 21.68 | 262,613 |
| 10 Yr Rtn | 15.64 | 425,977 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.17 | 106,581 |
| 3 Yr Rtn | 18.45 | 166,594 |
| 5 Yr Rtn | 23.65 | 284,178 |
| 10 Yr Rtn | 14.7 | 392,833 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.52 | 104,734 |
| 3 Yr Rtn | 13.54 | 146,799 |
| 5 Yr Rtn | 17.65 | 221,706 |
| 10 Yr Rtn | 12.84 | 335,433 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 11.86 | 112,252 |
| 3 Yr Rtn | 13.53 | 147,349 |
| 5 Yr Rtn | 15.9 | 206,785 |
| 10 Yr Rtn | 12.43 | 322,234 |
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 | 8.85 | 109,329 |
| 3 Yr Rtn | 18.62 | 167,547 |
| 5 Yr Rtn | 25.48 | 306,927 |
| 10 Yr Rtn | 15.97 | 440,170 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.52 | 104,734 |
| 3 Yr Rtn | 13.54 | 146,799 |
| 5 Yr Rtn | 17.65 | 221,706 |
| 10 Yr Rtn | 12.84 | 335,433 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.85 | 109,329 |
| 3 Yr Rtn | 18.62 | 167,547 |
| 5 Yr Rtn | 25.48 | 306,927 |
| 10 Yr Rtn | 15.97 | 440,170 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 11.86 | 112,252 |
| 3 Yr Rtn | 13.53 | 147,349 |
| 5 Yr Rtn | 15.9 | 206,785 |
| 10 Yr Rtn | 12.43 | 322,234 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.25 | 102,592 |
| 3 Yr Rtn | 11.13 | 137,561 |
| 5 Yr Rtn | 15.06 | 199,632 |
| 10 Yr Rtn | 10.27 | 266,878 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.02 | 105,198 |
| 3 Yr Rtn | 9.97 | 133,224 |
| 5 Yr Rtn | 12.11 | 176,105 |
| 10 Yr Rtn | 9.85 | 255,923 |
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 | 7.6 | 107,519 |
| 3 Yr Rtn | 7.82 | 125,231 |
| 5 Yr Rtn | 6.38 | 136,342 |
| 10 Yr Rtn | 7.99 | 216,551 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.69 | 108,612 |
| 3 Yr Rtn | 8.21 | 126,587 |
| 5 Yr Rtn | 6.73 | 138,482 |
| 10 Yr Rtn | 7.56 | 207,813 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.69 | 107,797 |
| 3 Yr Rtn | 10.15 | 133,748 |
| 5 Yr Rtn | 9.69 | 158,377 |
| 10 Yr Rtn | 9.43 | 246,657 |