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 63.76 165,080
3 Year Return 13.15 145,448
5 Year Return 12.89 183,423
10 Year Return 15.05 409,727
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 74.34 173,150
3 Year Return 14.52 149,250
5 Year Return 14.93 200,428
10 Year Return 17.91 527,081
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 115.26 211,470
3 Year Return 22.32 182,326
5 Year Return 22.29 276,005
10 Year Return 22.74 786,204
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 54.49 154,745
3 Year Return 14.88 151,996
5 Year Return 13.9 192,679
10 Year Return 14.95 402,862
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 37.34 138,007
3 Year Return 10.07 133,425
5 Year Return 10.62 166,282
10 Year Return 13.36 353,194

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

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 63.76 165,080
3 Year Return 13.15 145,448
5 Year Return 12.89 183,423
10 Year Return 15.05 409,727
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 63.09 163,461
3 Year Return 16.67 158,965
5 Year Return 15.41 205,204
10 Year Return 15.11 410,374
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 53.91 154,832
3 Year Return 10.54 135,443
5 Year Return 12.63 182,463
10 Year Return 13.45 356,437
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 49.28 150,926
3 Year Return 12.84 144,351
5 Year Return 12.08 176,870
10 Year Return 14.8 400,445
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 36.88 137,319
3 Year Return 13.54 146,429
5 Year Return 12.74 182,384
10 Year Return 14.42 387,622

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 48.86 150,467
3 Year Return 11.75 140,291
5 Year Return 11.85 174,867
10 Year Return 13.7 362,774
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 49.28 150,926
3 Year Return 12.84 144,351
5 Year Return 12.08 176,870
10 Year Return 14.8 400,445
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 54.49 154,745
3 Year Return 14.88 151,996
5 Year Return 13.9 192,679
10 Year Return 14.95 402,862
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 37.34 138,007
3 Year Return 10.07 133,425
5 Year Return 10.62 166,282
10 Year Return 13.36 353,194
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 26.63 126,731
3 Year Return 8.13 126,202
5 Year Return 7.78 145,742
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 54.49 154,745
3 Year Return 14.88 151,996
5 Year Return 13.9 192,679
10 Year Return 14.95 402,862
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 36.88 137,319
3 Year Return 13.54 146,429
5 Year Return 12.74 182,384
10 Year Return 14.42 387,622
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 38.27 139,621
3 Year Return 10.57 135,724
5 Year Return 9.06 154,232
10 Year Return 12.88 337,673
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 27.53 127,694
3 Year Return 9.26 130,631
5 Year Return 9.75 157,612
10 Year Return 9.56 248,910
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 26.63 126,731
3 Year Return 8.13 126,202
5 Year Return 7.78 145,742
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 5.26 105,241
3 Year Return 9.19 129,945
5 Year Return 8.36 149,279
10 Year Return 10.02 259,642
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.48 101,452
3 Year Return 1.71 104,994
5 Year Return 3.68 119,780
10 Year Return 6.91 195,091
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.96 106,726
3 Year Return 7.98 125,681
5 Year Return 7.84 145,628
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 22.73 122,962
3 Year Return 7.41 123,887
5 Year Return 7.54 143,858
10 Year Return 10.18 263,915
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.97 113,047
3 Year Return 9.2 130,304
5 Year Return 9.08 154,183
10 Year Return 10.21 264,588

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