Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 11.57 | 110,536 |
| 3 Yr Rtn | 26.05 | 199,553 |
| 5 Yr Rtn | 27.38 | 332,171 |
| 10 Yr Rtn | 18.37 | 541,469 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 0.21 | 99,467 |
| 3 Yr Rtn | 22.08 | 182,160 |
| 5 Yr Rtn | 30.08 | 369,039 |
| 10 Yr Rtn | 20.1 | 620,187 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 14.2 | 112,820 |
| 3 Yr Rtn | 19.42 | 169,956 |
| 5 Yr Rtn | 24.37 | 295,742 |
| 10 Yr Rtn | 16.15 | 448,100 |
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 | 7.87 | 106,122 |
| 3 Yr Rtn | 20.33 | 173,960 |
| 5 Yr Rtn | 20.72 | 255,074 |
| 10 Yr Rtn | 15.67 | 429,907 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 11.18 | 108,955 |
| 3 Yr Rtn | 19.41 | 169,536 |
| 5 Yr Rtn | 22.42 | 274,792 |
| 10 Yr Rtn | 14.91 | 401,559 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.72 | 107,697 |
| 3 Yr Rtn | 14.26 | 148,709 |
| 5 Yr Rtn | 16.4 | 212,982 |
| 10 Yr Rtn | 12.97 | 339,832 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 14.97 | 113,418 |
| 3 Yr Rtn | 14.34 | 149,313 |
| 5 Yr Rtn | 15.12 | 200,541 |
| 10 Yr Rtn | 12.43 | 323,445 |
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 | 14.2 | 112,820 |
| 3 Yr Rtn | 19.42 | 169,956 |
| 5 Yr Rtn | 24.37 | 295,742 |
| 10 Yr Rtn | 16.15 | 448,100 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.72 | 107,697 |
| 3 Yr Rtn | 14.26 | 148,709 |
| 5 Yr Rtn | 16.4 | 212,982 |
| 10 Yr Rtn | 12.97 | 339,832 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 14.2 | 112,820 |
| 3 Yr Rtn | 19.42 | 169,956 |
| 5 Yr Rtn | 24.37 | 295,742 |
| 10 Yr Rtn | 16.15 | 448,100 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 14.97 | 113,418 |
| 3 Yr Rtn | 14.34 | 149,313 |
| 5 Yr Rtn | 15.12 | 200,541 |
| 10 Yr Rtn | 12.43 | 323,445 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.52 | 105,082 |
| 3 Yr Rtn | 11.57 | 138,409 |
| 5 Yr Rtn | 14.42 | 196,056 |
| 10 Yr Rtn | 10.41 | 269,201 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.25 | 106,636 |
| 3 Yr Rtn | 10.26 | 133,936 |
| 5 Yr Rtn | 11.67 | 173,331 |
| 10 Yr Rtn | 9.87 | 256,379 |
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 | 7.55 | 107,568 |
| 3 Yr Rtn | 7.68 | 124,826 |
| 5 Yr Rtn | 6.37 | 136,161 |
| 10 Yr Rtn | 8.03 | 216,798 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.68 | 108,702 |
| 3 Yr Rtn | 8.11 | 126,271 |
| 5 Yr Rtn | 6.7 | 138,305 |
| 10 Yr Rtn | 7.58 | 208,053 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.04 | 108,724 |
| 3 Yr Rtn | 10.3 | 134,149 |
| 5 Yr Rtn | 9.51 | 157,441 |
| 10 Yr Rtn | 9.47 | 247,864 |