Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 13.6 | 110,232 |
| 3 Yr Rtn | 23.4 | 188,540 |
| 5 Yr Rtn | 21.05 | 262,078 |
| 10 Yr Rtn | 18.14 | 527,253 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 14.74 | 110,695 |
| 3 Yr Rtn | 20.86 | 176,665 |
| 5 Yr Rtn | 22.06 | 271,945 |
| 10 Yr Rtn | 20.99 | 666,401 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.45 | 103,892 |
| 3 Yr Rtn | 16.95 | 160,404 |
| 5 Yr Rtn | 17.05 | 221,366 |
| 10 Yr Rtn | 15.89 | 434,229 |
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 | 3.34 | 100,635 |
| 3 Yr Rtn | 17.81 | 163,581 |
| 5 Yr Rtn | 14.35 | 196,993 |
| 10 Yr Rtn | 15.24 | 410,378 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.28 | 100,491 |
| 3 Yr Rtn | 15.21 | 152,826 |
| 5 Yr Rtn | 16.3 | 214,640 |
| 10 Yr Rtn | 14.82 | 395,852 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.11 | 100,680 |
| 3 Yr Rtn | 11.57 | 138,557 |
| 5 Yr Rtn | 11.92 | 177,342 |
| 10 Yr Rtn | 12.22 | 314,983 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.42 | 104,231 |
| 3 Yr Rtn | 13.62 | 146,641 |
| 5 Yr Rtn | 11.63 | 174,416 |
| 10 Yr Rtn | 12.28 | 316,130 |
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 | 6.45 | 103,892 |
| 3 Yr Rtn | 16.95 | 160,404 |
| 5 Yr Rtn | 17.05 | 221,366 |
| 10 Yr Rtn | 15.89 | 434,229 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 4.11 | 100,680 |
| 3 Yr Rtn | 11.57 | 138,557 |
| 5 Yr Rtn | 11.92 | 177,342 |
| 10 Yr Rtn | 12.22 | 314,983 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.45 | 103,892 |
| 3 Yr Rtn | 16.95 | 160,404 |
| 5 Yr Rtn | 17.05 | 221,366 |
| 10 Yr Rtn | 15.89 | 434,229 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.42 | 104,231 |
| 3 Yr Rtn | 13.62 | 146,641 |
| 5 Yr Rtn | 11.63 | 174,416 |
| 10 Yr Rtn | 12.28 | 316,130 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 1.56 | 99,089 |
| 3 Yr Rtn | 9.1 | 129,762 |
| 5 Yr Rtn | 10.24 | 164,080 |
| 10 Yr Rtn | 9.76 | 252,628 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.91 | 102,768 |
| 3 Yr Rtn | 8.87 | 129,089 |
| 5 Yr Rtn | 8.81 | 153,005 |
| 10 Yr Rtn | 9.55 | 248,495 |
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 | 3.85 | 103,542 |
| 3 Yr Rtn | 6.83 | 121,831 |
| 5 Yr Rtn | 6.18 | 134,969 |
| 10 Yr Rtn | 7.67 | 209,466 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.77 | 105,449 |
| 3 Yr Rtn | 7.42 | 123,876 |
| 5 Yr Rtn | 6.56 | 137,450 |
| 10 Yr Rtn | 7.39 | 203,887 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 5.7 | 104,960 |
| 3 Yr Rtn | 9.46 | 131,158 |
| 5 Yr Rtn | 8.6 | 151,214 |
| 10 Yr Rtn | 9.28 | 242,365 |