Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.43 | 106,329 |
| 3 Yr Rtn | 20.48 | 173,723 |
| 5 Yr Rtn | 20.07 | 246,989 |
| 10 Yr Rtn | 17.76 | 510,222 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.7 | 104,729 |
| 3 Yr Rtn | 18.11 | 163,301 |
| 5 Yr Rtn | 19.65 | 241,847 |
| 10 Yr Rtn | 20.65 | 656,929 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.66 | 104,050 |
| 3 Yr Rtn | 15.87 | 154,842 |
| 5 Yr Rtn | 16.81 | 215,707 |
| 10 Yr Rtn | 15.3 | 410,894 |
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 | 0.43 | 100,833 |
| 3 Yr Rtn | 16.3 | 156,801 |
| 5 Yr Rtn | 13.14 | 183,124 |
| 10 Yr Rtn | 14.64 | 386,741 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -1.27 | 99,464 |
| 3 Yr Rtn | 13.12 | 143,975 |
| 5 Yr Rtn | 15.23 | 201,724 |
| 10 Yr Rtn | 14.23 | 371,167 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 0.41 | 101,035 |
| 3 Yr Rtn | 10.27 | 133,399 |
| 5 Yr Rtn | 11.21 | 168,739 |
| 10 Yr Rtn | 11.97 | 305,465 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.01 | 103,836 |
| 3 Yr Rtn | 13.13 | 144,223 |
| 5 Yr Rtn | 11.07 | 168,409 |
| 10 Yr Rtn | 12.09 | 309,694 |
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 | 3.66 | 104,050 |
| 3 Yr Rtn | 15.87 | 154,842 |
| 5 Yr Rtn | 16.81 | 215,707 |
| 10 Yr Rtn | 15.3 | 410,894 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 0.41 | 101,035 |
| 3 Yr Rtn | 10.27 | 133,399 |
| 5 Yr Rtn | 11.21 | 168,739 |
| 10 Yr Rtn | 11.97 | 305,465 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.66 | 104,050 |
| 3 Yr Rtn | 15.87 | 154,842 |
| 5 Yr Rtn | 16.81 | 215,707 |
| 10 Yr Rtn | 15.3 | 410,894 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.01 | 103,836 |
| 3 Yr Rtn | 13.13 | 144,223 |
| 5 Yr Rtn | 11.07 | 168,409 |
| 10 Yr Rtn | 12.09 | 309,694 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 0.3 | 100,846 |
| 3 Yr Rtn | 8.52 | 127,543 |
| 5 Yr Rtn | 9.64 | 156,833 |
| 10 Yr Rtn | 9.56 | 247,366 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.47 | 102,700 |
| 3 Yr Rtn | 8.38 | 127,066 |
| 5 Yr Rtn | 8.08 | 147,231 |
| 10 Yr Rtn | 9.17 | 234,783 |
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 | 5.47 | 105,193 |
| 3 Yr Rtn | 7.43 | 123,732 |
| 5 Yr Rtn | 6.63 | 137,781 |
| 10 Yr Rtn | 7.71 | 208,801 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.46 | 106,365 |
| 3 Yr Rtn | 7.9 | 125,301 |
| 5 Yr Rtn | 6.86 | 139,314 |
| 10 Yr Rtn | 7.47 | 204,985 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.66 | 104,554 |
| 3 Yr Rtn | 9.13 | 129,690 |
| 5 Yr Rtn | 8.63 | 150,937 |
| 10 Yr Rtn | 9.09 | 237,116 |