Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.48 | 112,240 |
| 3 Yr Rtn | 24.96 | 195,983 |
| 5 Yr Rtn | 24.11 | 298,484 |
| 10 Yr Rtn | 18.69 | 568,803 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -0.56 | 98,850 |
| 3 Yr Rtn | 20.2 | 174,636 |
| 5 Yr Rtn | 25.39 | 312,633 |
| 10 Yr Rtn | 20.05 | 642,768 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 14.28 | 113,834 |
| 3 Yr Rtn | 19.11 | 169,523 |
| 5 Yr Rtn | 20.18 | 252,396 |
| 10 Yr Rtn | 16.51 | 467,354 |
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 | 10.69 | 110,561 |
| 3 Yr Rtn | 20.07 | 173,741 |
| 5 Yr Rtn | 17.5 | 226,558 |
| 10 Yr Rtn | 16.16 | 455,150 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.64 | 110,227 |
| 3 Yr Rtn | 18.75 | 168,246 |
| 5 Yr Rtn | 18.29 | 233,985 |
| 10 Yr Rtn | 15.26 | 423,292 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 11.6 | 111,367 |
| 3 Yr Rtn | 14.58 | 151,204 |
| 5 Yr Rtn | 13.49 | 190,985 |
| 10 Yr Rtn | 13.38 | 355,808 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 13.54 | 113,095 |
| 3 Yr Rtn | 14.25 | 149,739 |
| 5 Yr Rtn | 12.49 | 181,595 |
| 10 Yr Rtn | 12.52 | 330,270 |
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 | 14.28 | 113,834 |
| 3 Yr Rtn | 19.11 | 169,523 |
| 5 Yr Rtn | 20.18 | 252,396 |
| 10 Yr Rtn | 16.51 | 467,354 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 11.6 | 111,367 |
| 3 Yr Rtn | 14.58 | 151,204 |
| 5 Yr Rtn | 13.49 | 190,985 |
| 10 Yr Rtn | 13.38 | 355,808 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 14.28 | 113,834 |
| 3 Yr Rtn | 19.11 | 169,523 |
| 5 Yr Rtn | 20.18 | 252,396 |
| 10 Yr Rtn | 16.51 | 467,354 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 13.54 | 113,095 |
| 3 Yr Rtn | 14.25 | 149,739 |
| 5 Yr Rtn | 12.49 | 181,595 |
| 10 Yr Rtn | 12.52 | 330,270 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.12 | 106,815 |
| 3 Yr Rtn | 11.5 | 138,752 |
| 5 Yr Rtn | 12.12 | 178,597 |
| 10 Yr Rtn | 10.6 | 278,542 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.75 | 107,609 |
| 3 Yr Rtn | 10.15 | 133,724 |
| 5 Yr Rtn | 10.0 | 162,032 |
| 10 Yr Rtn | 10.04 | 262,291 |
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 | 6.94 | 106,863 |
| 3 Yr Rtn | 7.45 | 124,121 |
| 5 Yr Rtn | 6.28 | 135,741 |
| 10 Yr Rtn | 8.11 | 218,853 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.21 | 108,132 |
| 3 Yr Rtn | 7.89 | 125,656 |
| 5 Yr Rtn | 6.59 | 137,686 |
| 10 Yr Rtn | 7.6 | 208,556 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.22 | 108,149 |
| 3 Yr Rtn | 10.01 | 133,317 |
| 5 Yr Rtn | 8.87 | 153,447 |
| 10 Yr Rtn | 9.58 | 251,601 |