Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 16.14 | 116,707 |
| 3 Yr Rtn | 23.97 | 189,669 |
| 5 Yr Rtn | 21.16 | 260,839 |
| 10 Yr Rtn | 18.81 | 564,924 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.31 | 107,720 |
| 3 Yr Rtn | 19.2 | 168,437 |
| 5 Yr Rtn | 21.56 | 264,751 |
| 10 Yr Rtn | 20.95 | 672,793 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.46 | 112,511 |
| 3 Yr Rtn | 17.93 | 163,842 |
| 5 Yr Rtn | 18.03 | 227,963 |
| 10 Yr Rtn | 16.4 | 457,497 |
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 | 10.35 | 110,655 |
| 3 Yr Rtn | 19.06 | 168,737 |
| 5 Yr Rtn | 15.43 | 204,785 |
| 10 Yr Rtn | 16.06 | 443,326 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 11.3 | 111,368 |
| 3 Yr Rtn | 17.6 | 161,912 |
| 5 Yr Rtn | 16.4 | 211,955 |
| 10 Yr Rtn | 15.37 | 419,941 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.93 | 110,792 |
| 3 Yr Rtn | 13.46 | 145,676 |
| 5 Yr Rtn | 11.57 | 172,662 |
| 10 Yr Rtn | 13.06 | 341,860 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 11.23 | 111,348 |
| 3 Yr Rtn | 14.46 | 149,977 |
| 5 Yr Rtn | 11.33 | 170,887 |
| 10 Yr Rtn | 12.54 | 327,440 |
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 | 12.46 | 112,511 |
| 3 Yr Rtn | 17.93 | 163,842 |
| 5 Yr Rtn | 18.03 | 227,963 |
| 10 Yr Rtn | 16.4 | 457,497 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.93 | 110,792 |
| 3 Yr Rtn | 13.46 | 145,676 |
| 5 Yr Rtn | 11.57 | 172,662 |
| 10 Yr Rtn | 13.06 | 341,860 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.46 | 112,511 |
| 3 Yr Rtn | 17.93 | 163,842 |
| 5 Yr Rtn | 18.03 | 227,963 |
| 10 Yr Rtn | 16.4 | 457,497 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 11.23 | 111,348 |
| 3 Yr Rtn | 14.46 | 149,977 |
| 5 Yr Rtn | 11.33 | 170,887 |
| 10 Yr Rtn | 12.54 | 327,440 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.72 | 107,609 |
| 3 Yr Rtn | 10.28 | 133,841 |
| 5 Yr Rtn | 10.13 | 162,290 |
| 10 Yr Rtn | 10.47 | 271,376 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.93 | 107,955 |
| 3 Yr Rtn | 9.93 | 132,727 |
| 5 Yr Rtn | 9.17 | 154,340 |
| 10 Yr Rtn | 10.06 | 260,946 |
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 | 6.6 | 106,551 |
| 3 Yr Rtn | 7.53 | 124,407 |
| 5 Yr Rtn | 6.52 | 137,151 |
| 10 Yr Rtn | 8.16 | 219,005 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.02 | 107,980 |
| 3 Yr Rtn | 8.11 | 126,508 |
| 5 Yr Rtn | 6.84 | 139,190 |
| 10 Yr Rtn | 7.68 | 209,435 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.47 | 107,460 |
| 3 Yr Rtn | 9.85 | 132,545 |
| 5 Yr Rtn | 8.52 | 150,649 |
| 10 Yr Rtn | 9.62 | 250,524 |