Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.61 | 108,527 |
| 3 Yr Rtn | 25.9 | 196,587 |
| 5 Yr Rtn | 29.74 | 364,970 |
| 10 Yr Rtn | 18.25 | 533,440 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -3.12 | 97,495 |
| 3 Yr Rtn | 22.87 | 184,566 |
| 5 Yr Rtn | 32.78 | 415,074 |
| 10 Yr Rtn | 20.46 | 638,348 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.36 | 110,141 |
| 3 Yr Rtn | 19.14 | 168,849 |
| 5 Yr Rtn | 26.5 | 318,582 |
| 10 Yr Rtn | 16.01 | 441,531 |
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 | 3.22 | 103,871 |
| 3 Yr Rtn | 19.75 | 171,325 |
| 5 Yr Rtn | 22.93 | 272,971 |
| 10 Yr Rtn | 15.64 | 426,483 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.51 | 108,353 |
| 3 Yr Rtn | 19.22 | 168,826 |
| 5 Yr Rtn | 25.24 | 302,246 |
| 10 Yr Rtn | 14.78 | 394,656 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.52 | 106,130 |
| 3 Yr Rtn | 14.08 | 148,296 |
| 5 Yr Rtn | 19.03 | 234,494 |
| 10 Yr Rtn | 12.83 | 333,567 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.42 | 113,201 |
| 3 Yr Rtn | 14.15 | 148,230 |
| 5 Yr Rtn | 16.93 | 216,991 |
| 10 Yr Rtn | 12.4 | 321,832 |
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 | 9.36 | 110,141 |
| 3 Yr Rtn | 19.14 | 168,849 |
| 5 Yr Rtn | 26.5 | 318,582 |
| 10 Yr Rtn | 16.01 | 441,531 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.52 | 106,130 |
| 3 Yr Rtn | 14.08 | 148,296 |
| 5 Yr Rtn | 19.03 | 234,494 |
| 10 Yr Rtn | 12.83 | 333,567 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.36 | 110,141 |
| 3 Yr Rtn | 19.14 | 168,849 |
| 5 Yr Rtn | 26.5 | 318,582 |
| 10 Yr Rtn | 16.01 | 441,531 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.42 | 113,201 |
| 3 Yr Rtn | 14.15 | 148,230 |
| 5 Yr Rtn | 16.93 | 216,991 |
| 10 Yr Rtn | 12.4 | 321,832 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.06 | 103,605 |
| 3 Yr Rtn | 11.75 | 138,525 |
| 5 Yr Rtn | 16.13 | 208,653 |
| 10 Yr Rtn | 10.2 | 264,443 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.5 | 105,688 |
| 3 Yr Rtn | 10.2 | 133,873 |
| 5 Yr Rtn | 12.67 | 180,125 |
| 10 Yr Rtn | 9.85 | 255,987 |
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 | 7.67 | 107,557 |
| 3 Yr Rtn | 7.82 | 125,399 |
| 5 Yr Rtn | 6.44 | 136,638 |
| 10 Yr Rtn | 7.97 | 215,094 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.65 | 108,552 |
| 3 Yr Rtn | 8.19 | 126,681 |
| 5 Yr Rtn | 6.73 | 138,522 |
| 10 Yr Rtn | 7.54 | 206,784 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.97 | 108,053 |
| 3 Yr Rtn | 10.26 | 134,046 |
| 5 Yr Rtn | 9.92 | 160,308 |
| 10 Yr Rtn | 9.4 | 245,532 |