Aggressive = Equity Funds 70% | Balanced Fund 30%
| Equity: Mid Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 0.85 | 102,082 |
| 3 Yr Rtn | 26.48 | 201,631 |
| 5 Yr Rtn | 30.93 | 385,833 |
| 10 Yr Rtn | 17.19 | 484,972 |
| Equity: Small Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -6.43 | 94,338 |
| 3 Yr Rtn | 24.75 | 193,866 |
| 5 Yr Rtn | 35.79 | 458,432 |
| 10 Yr Rtn | 20.42 | 634,661 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.85 | 103,604 |
| 3 Yr Rtn | 19.3 | 169,951 |
| 5 Yr Rtn | 25.07 | 308,541 |
| 10 Yr Rtn | 15.12 | 408,880 |
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 | -3.31 | 97,858 |
| 3 Yr Rtn | 19.84 | 172,181 |
| 5 Yr Rtn | 22.96 | 283,174 |
| 10 Yr Rtn | 14.55 | 389,786 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -0.15 | 100,652 |
| 3 Yr Rtn | 19.74 | 171,597 |
| 5 Yr Rtn | 24.96 | 307,362 |
| 10 Yr Rtn | 13.62 | 359,001 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 0.51 | 101,707 |
| 3 Yr Rtn | 14.45 | 150,265 |
| 5 Yr Rtn | 19.4 | 245,542 |
| 10 Yr Rtn | 12.02 | 311,314 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.64 | 107,271 |
| 3 Yr Rtn | 13.65 | 146,687 |
| 5 Yr Rtn | 16.49 | 216,067 |
| 10 Yr Rtn | 11.8 | 305,101 |
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 | 2.85 | 103,604 |
| 3 Yr Rtn | 19.3 | 169,951 |
| 5 Yr Rtn | 25.07 | 308,541 |
| 10 Yr Rtn | 15.12 | 408,880 |
| Equity: Large Cap | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 0.51 | 101,707 |
| 3 Yr Rtn | 14.45 | 150,265 |
| 5 Yr Rtn | 19.4 | 245,542 |
| 10 Yr Rtn | 12.02 | 311,314 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 2.85 | 103,604 |
| 3 Yr Rtn | 19.3 | 169,951 |
| 5 Yr Rtn | 25.07 | 308,541 |
| 10 Yr Rtn | 15.12 | 408,880 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 6.64 | 107,271 |
| 3 Yr Rtn | 13.65 | 146,687 |
| 5 Yr Rtn | 16.49 | 216,067 |
| 10 Yr Rtn | 11.8 | 305,101 |
| Hybrid: Aggressive | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | -2.28 | 98,371 |
| 3 Yr Rtn | 12.18 | 140,934 |
| 5 Yr Rtn | 16.13 | 213,456 |
| 10 Yr Rtn | 9.51 | 248,241 |
| Hybrid: Equity Savings | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 3.0 | 103,258 |
| 3 Yr Rtn | 10.35 | 134,355 |
| 5 Yr Rtn | 12.58 | 181,389 |
| 10 Yr Rtn | 9.53 | 248,279 |
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 | 9.02 | 108,927 |
| 3 Yr Rtn | 8.17 | 126,469 |
| 5 Yr Rtn | 6.63 | 137,851 |
| 10 Yr Rtn | 8.24 | 220,698 |
| Debt: Medium Duration | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 9.3 | 109,240 |
| 3 Yr Rtn | 7.97 | 125,733 |
| 5 Yr Rtn | 6.9 | 139,620 |
| 10 Yr Rtn | 7.7 | 209,966 |
| Hybrid: Conservative | ||
| Period | Annualized Rtn (%) | Value of Rs. 1 Lakh Invested |
| 1 Yr Rtn | 7.05 | 107,098 |
| 3 Yr Rtn | 10.29 | 134,178 |
| 5 Yr Rtn | 10.17 | 162,620 |
| 10 Yr Rtn | 9.36 | 244,639 |