Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.09 | 102,222 |
| 3 Yr Rtn | 24.99 | 197,162 |
| 5 Yr Rtn | 28.95 | 358,653 |
| 10 Yr Rtn | 17.9 | 520,187 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -5.45 | 93,456 |
| 3 Yr Rtn | 21.8 | 181,867 |
| 5 Yr Rtn | 32.24 | 404,460 |
| 10 Yr Rtn | 20.63 | 648,416 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.3 | 104,986 |
| 3 Yr Rtn | 19.72 | 172,119 |
| 5 Yr Rtn | 25.92 | 315,181 |
| 10 Yr Rtn | 15.84 | 433,438 |
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 | -1.15 | 98,102 |
| 3 Yr Rtn | 20.04 | 173,945 |
| 5 Yr Rtn | 22.46 | 273,664 |
| 10 Yr Rtn | 15.42 | 419,286 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.88 | 102,510 |
| 3 Yr Rtn | 19.52 | 171,970 |
| 5 Yr Rtn | 24.55 | 297,078 |
| 10 Yr Rtn | 14.6 | 389,031 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 0.17 | 99,736 |
| 3 Yr Rtn | 14.46 | 150,840 |
| 5 Yr Rtn | 18.27 | 229,737 |
| 10 Yr Rtn | 12.57 | 327,050 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.4 | 107,707 |
| 3 Yr Rtn | 13.91 | 148,695 |
| 5 Yr Rtn | 16.55 | 213,728 |
| 10 Yr Rtn | 12.28 | 318,897 |
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 | 5.3 | 104,986 |
| 3 Yr Rtn | 19.72 | 172,119 |
| 5 Yr Rtn | 25.92 | 315,181 |
| 10 Yr Rtn | 15.84 | 433,438 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 0.17 | 99,736 |
| 3 Yr Rtn | 14.46 | 150,840 |
| 5 Yr Rtn | 18.27 | 229,737 |
| 10 Yr Rtn | 12.57 | 327,050 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.3 | 104,986 |
| 3 Yr Rtn | 19.72 | 172,119 |
| 5 Yr Rtn | 25.92 | 315,181 |
| 10 Yr Rtn | 15.84 | 433,438 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.4 | 107,707 |
| 3 Yr Rtn | 13.91 | 148,695 |
| 5 Yr Rtn | 16.55 | 213,728 |
| 10 Yr Rtn | 12.28 | 318,897 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -1.4 | 98,496 |
| 3 Yr Rtn | 11.76 | 140,258 |
| 5 Yr Rtn | 15.4 | 203,331 |
| 10 Yr Rtn | 9.87 | 256,218 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.9 | 103,691 |
| 3 Yr Rtn | 10.43 | 134,900 |
| 5 Yr Rtn | 12.5 | 179,077 |
| 10 Yr Rtn | 9.74 | 253,539 |
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 | 8.03 | 107,888 |
| 3 Yr Rtn | 7.94 | 125,881 |
| 5 Yr Rtn | 6.71 | 137,637 |
| 10 Yr Rtn | 7.94 | 214,708 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.78 | 108,610 |
| 3 Yr Rtn | 8.22 | 126,864 |
| 5 Yr Rtn | 6.94 | 139,355 |
| 10 Yr Rtn | 7.5 | 206,139 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.0 | 106,854 |
| 3 Yr Rtn | 10.32 | 134,532 |
| 5 Yr Rtn | 9.86 | 159,575 |
| 10 Yr Rtn | 9.34 | 243,963 |