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 23.55 128,029
3 Year Return 8.66 128,722
5 Year Return 16.23 211,997
10 Year Return 14.0 368,730
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 29.98 134,251
3 Year Return 8.28 127,128
5 Year Return 17.51 223,524
10 Year Return 18.01 522,054
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 38.98 146,159
3 Year Return 7.32 123,688
5 Year Return 20.95 259,924
10 Year Return 20.13 627,491
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 27.52 131,172
3 Year Return 9.92 133,627
5 Year Return 15.57 207,320
10 Year Return 14.68 392,375
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 18.07 121,511
3 Year Return 6.98 122,690
5 Year Return 12.38 179,090
10 Year Return 12.67 327,991

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

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 23.55 128,029
3 Year Return 8.66 128,722
5 Year Return 16.23 211,997
10 Year Return 14.0 368,730
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 24.39 128,428
3 Year Return 9.86 133,507
5 Year Return 17.99 229,595
10 Year Return 13.75 360,265
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 19.99 125,107
3 Year Return 7.8 126,131
5 Year Return 15.55 206,617
10 Year Return 12.99 336,994
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 28.61 133,455
3 Year Return 10.71 136,513
5 Year Return 15.33 204,252
10 Year Return 14.53 386,943
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 16.01 118,962
3 Year Return 10.97 137,211
5 Year Return 14.25 194,827
10 Year Return 13.58 356,732

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 23.94 128,719
3 Year Return 8.74 129,721
5 Year Return 14.7 199,076
10 Year Return 13.01 337,771
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 28.61 133,455
3 Year Return 10.71 136,513
5 Year Return 15.33 204,252
10 Year Return 14.53 386,943
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 27.52 131,172
3 Year Return 9.92 133,627
5 Year Return 15.57 207,320
10 Year Return 14.68 392,375
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 18.07 121,511
3 Year Return 6.98 122,690
5 Year Return 12.38 179,090
10 Year Return 12.67 327,991
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.87 116,081
3 Year Return 5.68 118,082
5 Year Return 7.97 146,855
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 27.52 131,172
3 Year Return 9.92 133,627
5 Year Return 15.57 207,320
10 Year Return 14.68 392,375
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 16.01 118,962
3 Year Return 10.97 137,211
5 Year Return 14.25 194,827
10 Year Return 13.58 356,732
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 20.2 123,659
3 Year Return 7.64 125,398
5 Year Return 11.3 170,993
10 Year Return 12.86 332,814
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 15.35 117,224
3 Year Return 6.99 122,776
5 Year Return 11.45 172,305
10 Year Return 9.49 247,269
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.87 116,081
3 Year Return 5.68 118,082
5 Year Return 7.97 146,855
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 8.44 108,665
3 Year Return 9.22 130,407
5 Year Return 10.25 160,335
10 Year Return 10.19 263,658
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.6 106,777
3 Year Return 2.11 106,516
5 Year Return 5.06 126,556
10 Year Return 7.21 200,486
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.49 107,650
3 Year Return 7.78 125,255
5 Year Return 8.78 150,730
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.38 115,496
3 Year Return 6.22 120,136
5 Year Return 10.2 160,997
10 Year Return 10.19 263,828
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.7 111,434
3 Year Return 9.04 129,890
5 Year Return 11.17 168,331
10 Year Return 10.35 267,585

Do you have an Investment or Mutual Fund Query Post Your Query