Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 13.43 | 115,228 |
| 3 Yr Rtn | 25.68 | 197,412 |
| 5 Yr Rtn | 23.72 | 285,730 |
| 10 Yr Rtn | 19.02 | 573,578 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 1.54 | 104,026 |
| 3 Yr Rtn | 20.85 | 175,360 |
| 5 Yr Rtn | 24.51 | 294,182 |
| 10 Yr Rtn | 20.75 | 662,555 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.51 | 113,340 |
| 3 Yr Rtn | 19.36 | 170,013 |
| 5 Yr Rtn | 19.81 | 243,033 |
| 10 Yr Rtn | 16.7 | 472,439 |
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 | 10.19 | 111,579 |
| 3 Yr Rtn | 20.55 | 174,391 |
| 5 Yr Rtn | 16.9 | 215,124 |
| 10 Yr Rtn | 16.56 | 469,184 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.23 | 111,807 |
| 3 Yr Rtn | 19.08 | 168,321 |
| 5 Yr Rtn | 17.73 | 223,309 |
| 10 Yr Rtn | 15.64 | 432,081 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.39 | 110,555 |
| 3 Yr Rtn | 14.53 | 149,794 |
| 5 Yr Rtn | 12.64 | 178,598 |
| 10 Yr Rtn | 13.31 | 352,494 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.99 | 111,971 |
| 3 Yr Rtn | 14.94 | 151,803 |
| 5 Yr Rtn | 12.11 | 175,411 |
| 10 Yr Rtn | 12.69 | 330,525 |
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 | 12.51 | 113,340 |
| 3 Yr Rtn | 19.36 | 170,013 |
| 5 Yr Rtn | 19.81 | 243,033 |
| 10 Yr Rtn | 16.7 | 472,439 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.39 | 110,555 |
| 3 Yr Rtn | 14.53 | 149,794 |
| 5 Yr Rtn | 12.64 | 178,598 |
| 10 Yr Rtn | 13.31 | 352,494 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.51 | 113,340 |
| 3 Yr Rtn | 19.36 | 170,013 |
| 5 Yr Rtn | 19.81 | 243,033 |
| 10 Yr Rtn | 16.7 | 472,439 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.99 | 111,971 |
| 3 Yr Rtn | 14.94 | 151,803 |
| 5 Yr Rtn | 12.11 | 175,411 |
| 10 Yr Rtn | 12.69 | 330,525 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.83 | 106,742 |
| 3 Yr Rtn | 11.55 | 138,255 |
| 5 Yr Rtn | 11.33 | 169,339 |
| 10 Yr Rtn | 10.66 | 277,751 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.15 | 107,589 |
| 3 Yr Rtn | 10.37 | 134,245 |
| 5 Yr Rtn | 9.75 | 158,189 |
| 10 Yr Rtn | 10.24 | 266,019 |
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 | 6.25 | 106,305 |
| 3 Yr Rtn | 7.44 | 124,003 |
| 5 Yr Rtn | 6.4 | 136,300 |
| 10 Yr Rtn | 8.18 | 219,608 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.59 | 107,680 |
| 3 Yr Rtn | 7.9 | 125,704 |
| 5 Yr Rtn | 6.73 | 138,433 |
| 10 Yr Rtn | 7.63 | 208,737 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.42 | 107,748 |
| 3 Yr Rtn | 10.23 | 133,819 |
| 5 Yr Rtn | 8.86 | 152,448 |
| 10 Yr Rtn | 9.64 | 251,488 |