Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.63 | 107,604 |
| 3 Yr Rtn | 24.94 | 200,346 |
| 5 Yr Rtn | 25.52 | 323,232 |
| 10 Yr Rtn | 18.47 | 541,604 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -7.94 | 94,684 |
| 3 Yr Rtn | 20.16 | 179,532 |
| 5 Yr Rtn | 27.32 | 346,749 |
| 10 Yr Rtn | 19.69 | 602,095 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 11.95 | 112,808 |
| 3 Yr Rtn | 18.81 | 170,452 |
| 5 Yr Rtn | 21.75 | 276,887 |
| 10 Yr Rtn | 16.27 | 451,146 |
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 | 5.25 | 106,799 |
| 3 Yr Rtn | 19.76 | 175,261 |
| 5 Yr Rtn | 19.26 | 248,762 |
| 10 Yr Rtn | 15.87 | 435,565 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.61 | 108,010 |
| 3 Yr Rtn | 18.47 | 170,347 |
| 5 Yr Rtn | 20.37 | 260,663 |
| 10 Yr Rtn | 15.02 | 403,090 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.42 | 108,403 |
| 3 Yr Rtn | 13.89 | 150,266 |
| 5 Yr Rtn | 14.95 | 206,286 |
| 10 Yr Rtn | 13.08 | 342,268 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 11.1 | 112,019 |
| 3 Yr Rtn | 14.0 | 149,529 |
| 5 Yr Rtn | 13.7 | 193,362 |
| 10 Yr Rtn | 12.5 | 324,966 |
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 | 11.95 | 112,808 |
| 3 Yr Rtn | 18.81 | 170,452 |
| 5 Yr Rtn | 21.75 | 276,887 |
| 10 Yr Rtn | 16.27 | 451,146 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.42 | 108,403 |
| 3 Yr Rtn | 13.89 | 150,266 |
| 5 Yr Rtn | 14.95 | 206,286 |
| 10 Yr Rtn | 13.08 | 342,268 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 11.95 | 112,808 |
| 3 Yr Rtn | 18.81 | 170,452 |
| 5 Yr Rtn | 21.75 | 276,887 |
| 10 Yr Rtn | 16.27 | 451,146 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 11.1 | 112,019 |
| 3 Yr Rtn | 14.0 | 149,529 |
| 5 Yr Rtn | 13.7 | 193,362 |
| 10 Yr Rtn | 12.5 | 324,966 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.19 | 105,216 |
| 3 Yr Rtn | 10.98 | 138,627 |
| 5 Yr Rtn | 13.28 | 190,943 |
| 10 Yr Rtn | 10.46 | 269,874 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.0 | 106,426 |
| 3 Yr Rtn | 9.95 | 133,873 |
| 5 Yr Rtn | 10.73 | 168,916 |
| 10 Yr Rtn | 9.89 | 256,343 |
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 | 7.32 | 107,217 |
| 3 Yr Rtn | 7.63 | 124,705 |
| 5 Yr Rtn | 6.37 | 136,151 |
| 10 Yr Rtn | 8.11 | 218,470 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.2 | 108,096 |
| 3 Yr Rtn | 7.98 | 125,959 |
| 5 Yr Rtn | 6.63 | 137,874 |
| 10 Yr Rtn | 7.61 | 208,549 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.47 | 107,725 |
| 3 Yr Rtn | 9.92 | 133,410 |
| 5 Yr Rtn | 9.13 | 155,499 |
| 10 Yr Rtn | 9.5 | 247,995 |