Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 10.0 | 108,690 |
| 3 Yr Rtn | 25.5 | 197,383 |
| 5 Yr Rtn | 26.92 | 327,145 |
| 10 Yr Rtn | 18.43 | 542,842 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -3.69 | 95,084 |
| 3 Yr Rtn | 21.18 | 177,876 |
| 5 Yr Rtn | 29.23 | 356,794 |
| 10 Yr Rtn | 19.98 | 616,183 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.82 | 111,580 |
| 3 Yr Rtn | 18.96 | 167,223 |
| 5 Yr Rtn | 23.95 | 288,772 |
| 10 Yr Rtn | 16.16 | 447,994 |
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 | 6.0 | 104,933 |
| 3 Yr Rtn | 19.76 | 170,352 |
| 5 Yr Rtn | 20.42 | 250,262 |
| 10 Yr Rtn | 15.67 | 426,933 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.94 | 107,903 |
| 3 Yr Rtn | 18.76 | 166,143 |
| 5 Yr Rtn | 22.43 | 271,589 |
| 10 Yr Rtn | 14.86 | 399,999 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.47 | 107,468 |
| 3 Yr Rtn | 13.58 | 146,584 |
| 5 Yr Rtn | 16.3 | 210,640 |
| 10 Yr Rtn | 13.02 | 340,262 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.18 | 112,177 |
| 3 Yr Rtn | 13.89 | 147,767 |
| 5 Yr Rtn | 14.87 | 198,540 |
| 10 Yr Rtn | 12.45 | 323,723 |
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 | 12.82 | 111,580 |
| 3 Yr Rtn | 18.96 | 167,223 |
| 5 Yr Rtn | 23.95 | 288,772 |
| 10 Yr Rtn | 16.16 | 447,994 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.47 | 107,468 |
| 3 Yr Rtn | 13.58 | 146,584 |
| 5 Yr Rtn | 16.3 | 210,640 |
| 10 Yr Rtn | 13.02 | 340,262 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.82 | 111,580 |
| 3 Yr Rtn | 18.96 | 167,223 |
| 5 Yr Rtn | 23.95 | 288,772 |
| 10 Yr Rtn | 16.16 | 447,994 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 12.18 | 112,177 |
| 3 Yr Rtn | 13.89 | 147,767 |
| 5 Yr Rtn | 14.87 | 198,540 |
| 10 Yr Rtn | 12.45 | 323,723 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.99 | 103,649 |
| 3 Yr Rtn | 11.04 | 136,039 |
| 5 Yr Rtn | 14.23 | 193,066 |
| 10 Yr Rtn | 10.36 | 267,740 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.6 | 106,046 |
| 3 Yr Rtn | 9.99 | 132,710 |
| 5 Yr Rtn | 11.53 | 171,647 |
| 10 Yr Rtn | 9.84 | 255,581 |
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 | 7.47 | 107,104 |
| 3 Yr Rtn | 7.65 | 124,745 |
| 5 Yr Rtn | 6.34 | 135,989 |
| 10 Yr Rtn | 8.07 | 217,648 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.58 | 108,582 |
| 3 Yr Rtn | 8.11 | 126,382 |
| 5 Yr Rtn | 6.68 | 138,297 |
| 10 Yr Rtn | 7.64 | 208,928 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 8.47 | 107,919 |
| 3 Yr Rtn | 10.12 | 133,170 |
| 5 Yr Rtn | 9.48 | 156,843 |
| 10 Yr Rtn | 9.49 | 248,088 |