Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 13.74 | 114,005 |
| 3 Yr Rtn | 26.08 | 198,014 |
| 5 Yr Rtn | 25.23 | 299,933 |
| 10 Yr Rtn | 18.81 | 561,831 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.21 | 101,857 |
| 3 Yr Rtn | 21.16 | 175,645 |
| 5 Yr Rtn | 26.03 | 310,877 |
| 10 Yr Rtn | 20.13 | 628,205 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.46 | 111,480 |
| 3 Yr Rtn | 18.89 | 168,371 |
| 5 Yr Rtn | 21.36 | 254,069 |
| 10 Yr Rtn | 16.47 | 458,932 |
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 | 11.17 | 111,371 |
| 3 Yr Rtn | 20.81 | 176,462 |
| 5 Yr Rtn | 18.6 | 225,858 |
| 10 Yr Rtn | 16.19 | 450,529 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.51 | 109,700 |
| 3 Yr Rtn | 19.11 | 167,738 |
| 5 Yr Rtn | 19.65 | 234,368 |
| 10 Yr Rtn | 15.33 | 417,631 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.02 | 109,141 |
| 3 Yr Rtn | 14.54 | 150,146 |
| 5 Yr Rtn | 14.74 | 189,439 |
| 10 Yr Rtn | 13.13 | 344,039 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.89 | 109,854 |
| 3 Yr Rtn | 14.31 | 149,331 |
| 5 Yr Rtn | 13.32 | 181,864 |
| 10 Yr Rtn | 12.44 | 323,450 |
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 | 111,480 |
| 3 Yr Rtn | 18.89 | 168,371 |
| 5 Yr Rtn | 21.36 | 254,069 |
| 10 Yr Rtn | 16.47 | 458,932 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.02 | 109,141 |
| 3 Yr Rtn | 14.54 | 150,146 |
| 5 Yr Rtn | 14.74 | 189,439 |
| 10 Yr Rtn | 13.13 | 344,039 |
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 | 111,480 |
| 3 Yr Rtn | 18.89 | 168,371 |
| 5 Yr Rtn | 21.36 | 254,069 |
| 10 Yr Rtn | 16.47 | 458,932 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.89 | 109,854 |
| 3 Yr Rtn | 14.31 | 149,331 |
| 5 Yr Rtn | 13.32 | 181,864 |
| 10 Yr Rtn | 12.44 | 323,450 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.1 | 105,670 |
| 3 Yr Rtn | 11.63 | 138,723 |
| 5 Yr Rtn | 12.83 | 176,235 |
| 10 Yr Rtn | 10.45 | 269,705 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.42 | 107,171 |
| 3 Yr Rtn | 10.36 | 134,191 |
| 5 Yr Rtn | 10.51 | 162,049 |
| 10 Yr Rtn | 10.06 | 261,679 |
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 | 6.69 | 106,613 |
| 3 Yr Rtn | 7.6 | 124,346 |
| 5 Yr Rtn | 6.38 | 136,653 |
| 10 Yr Rtn | 8.17 | 219,637 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.69 | 107,588 |
| 3 Yr Rtn | 7.93 | 125,464 |
| 5 Yr Rtn | 6.61 | 138,117 |
| 10 Yr Rtn | 7.59 | 208,070 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.86 | 107,498 |
| 3 Yr Rtn | 10.16 | 133,860 |
| 5 Yr Rtn | 9.05 | 153,308 |
| 10 Yr Rtn | 9.56 | 249,368 |