Model Portfolio

Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 70.53 169,239
3 Year Return 9.37 130,933
5 Year Return 13.87 188,532
10 Year Return 13.69 361,063
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 80.89 181,773
3 Year Return 8.58 127,541
5 Year Return 15.36 201,864
10 Year Return 17.31 491,214
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 109.11 211,475
3 Year Return 11.28 137,558
5 Year Return 20.14 246,891
10 Year Return 20.59 647,487
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 57.32 157,853
3 Year Return 11.56 138,310
5 Year Return 14.3 193,411
10 Year Return 14.46 384,682
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 45.06 144,013
3 Year Return 7.12 122,710
5 Year Return 11.28 168,910
10 Year Return 12.54 325,486

Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 70.53 169,239
3 Year Return 9.37 130,933
5 Year Return 13.87 188,532
10 Year Return 13.69 361,063
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 69.06 169,285
3 Year Return 11.55 138,500
5 Year Return 16.09 208,863
10 Year Return 13.73 360,661
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 63.18 163,955
3 Year Return 7.99 125,903
5 Year Return 13.46 185,059
10 Year Return 12.24 318,271
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 62.82 162,153
3 Year Return 9.97 133,069
5 Year Return 12.68 179,527
10 Year Return 13.81 363,776
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 43.27 143,171
3 Year Return 11.37 137,768
5 Year Return 13.04 182,772
10 Year Return 13.45 352,232

Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%

CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 60.72 160,235
3 Year Return 9.12 129,730
5 Year Return 12.69 178,887
10 Year Return 12.62 328,000
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 62.82 162,153
3 Year Return 9.97 133,069
5 Year Return 12.68 179,527
10 Year Return 13.81 363,776
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 57.32 157,853
3 Year Return 11.56 138,310
5 Year Return 14.3 193,411
10 Year Return 14.46 384,682
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 45.06 144,013
3 Year Return 7.12 122,710
5 Year Return 11.28 168,910
10 Year Return 12.54 325,486
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 32.96 132,852
3 Year Return 6.09 119,351
5 Year Return 7.52 143,044
10 Year Return - -

Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%

CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 57.32 157,853
3 Year Return 11.56 138,310
5 Year Return 14.3 193,411
10 Year Return 14.46 384,682
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 43.27 143,171
3 Year Return 11.37 137,768
5 Year Return 13.04 182,772
10 Year Return 13.45 352,232
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 45.86 145,265
3 Year Return 7.59 124,550
5 Year Return 9.58 156,319
10 Year Return 12.26 315,976
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 27.7 127,871
3 Year Return 7.27 123,325
5 Year Return 10.15 161,527
10 Year Return 9.19 240,667
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 32.96 132,852
3 Year Return 6.09 119,351
5 Year Return 7.52 143,044
10 Year Return - -

Conservative = Debt: Long Duration 50% | Hybrid Debt Funds (MIP) 30% | Equity Savings Fund 20%

CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.44 108,168
3 Year Return 9.23 130,192
5 Year Return 9.2 155,117
10 Year Return 10.18 263,430
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.48 104,195
3 Year Return 1.81 105,505
5 Year Return 4.48 124,402
10 Year Return 7.13 199,054
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.16 109,033
3 Year Return 8.0 125,987
5 Year Return 8.23 148,379
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 28.44 128,287
3 Year Return 6.44 120,554
5 Year Return 8.76 151,409
10 Year Return 10.05 260,266
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 17.64 117,638
3 Year Return 8.93 129,207
5 Year Return 10.03 160,719
10 Year Return 10.25 265,077

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