Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.5 | 114,036 |
| 3 Yr Rtn | 24.82 | 195,651 |
| 5 Yr Rtn | 24.12 | 294,879 |
| 10 Yr Rtn | 18.34 | 543,149 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -4.8 | 100,987 |
| 3 Yr Rtn | 20.24 | 174,622 |
| 5 Yr Rtn | 25.28 | 310,196 |
| 10 Yr Rtn | 19.52 | 597,072 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.33 | 115,116 |
| 3 Yr Rtn | 18.85 | 169,353 |
| 5 Yr Rtn | 20.68 | 255,432 |
| 10 Yr Rtn | 16.32 | 457,385 |
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 | 7.79 | 112,039 |
| 3 Yr Rtn | 19.89 | 173,769 |
| 5 Yr Rtn | 17.86 | 226,481 |
| 10 Yr Rtn | 15.95 | 442,271 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.47 | 111,621 |
| 3 Yr Rtn | 18.65 | 168,166 |
| 5 Yr Rtn | 18.93 | 236,356 |
| 10 Yr Rtn | 15.07 | 409,815 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.7 | 112,546 |
| 3 Yr Rtn | 14.42 | 151,208 |
| 5 Yr Rtn | 13.8 | 189,420 |
| 10 Yr Rtn | 13.23 | 348,128 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.27 | 114,723 |
| 3 Yr Rtn | 14.04 | 149,707 |
| 5 Yr Rtn | 12.69 | 181,400 |
| 10 Yr Rtn | 12.34 | 321,996 |
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 | 12.33 | 115,116 |
| 3 Yr Rtn | 18.85 | 169,353 |
| 5 Yr Rtn | 20.68 | 255,432 |
| 10 Yr Rtn | 16.32 | 457,385 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.7 | 112,546 |
| 3 Yr Rtn | 14.42 | 151,208 |
| 5 Yr Rtn | 13.8 | 189,420 |
| 10 Yr Rtn | 13.23 | 348,128 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.33 | 115,116 |
| 3 Yr Rtn | 18.85 | 169,353 |
| 5 Yr Rtn | 20.68 | 255,432 |
| 10 Yr Rtn | 16.32 | 457,385 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.27 | 114,723 |
| 3 Yr Rtn | 14.04 | 149,707 |
| 5 Yr Rtn | 12.69 | 181,400 |
| 10 Yr Rtn | 12.34 | 321,996 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.28 | 107,775 |
| 3 Yr Rtn | 11.16 | 138,968 |
| 5 Yr Rtn | 12.5 | 179,514 |
| 10 Yr Rtn | 10.35 | 269,321 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.86 | 107,813 |
| 3 Yr Rtn | 10.09 | 133,787 |
| 5 Yr Rtn | 10.2 | 162,310 |
| 10 Yr Rtn | 9.93 | 258,724 |
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 | 6.83 | 106,998 |
| 3 Yr Rtn | 7.52 | 124,230 |
| 5 Yr Rtn | 6.26 | 135,577 |
| 10 Yr Rtn | 8.06 | 217,407 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.09 | 108,274 |
| 3 Yr Rtn | 8.0 | 125,765 |
| 5 Yr Rtn | 6.54 | 137,501 |
| 10 Yr Rtn | 7.59 | 207,918 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.47 | 108,450 |
| 3 Yr Rtn | 9.97 | 133,213 |
| 5 Yr Rtn | 8.87 | 152,900 |
| 10 Yr Rtn | 9.49 | 247,546 |