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 62.14 164,383
3 Year Return 24.28 192,292
5 Year Return 13.9 193,446
10 Year Return 17.18 476,695
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 67.44 169,705
3 Year Return 22.86 185,604
5 Year Return 14.3 197,059
10 Year Return 19.9 600,020
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 90.44 191,925
3 Year Return 28.75 213,784
5 Year Return 19.97 249,401
10 Year Return 24.52 875,641
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 73.95 175,903
3 Year Return 21.87 182,089
5 Year Return 15.66 208,104
10 Year Return 17.1 478,007
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 35.98 137,338
3 Year Return 15.74 155,648
5 Year Return 11.29 171,634
10 Year Return 14.62 384,284

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

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 62.14 164,383
3 Year Return 24.28 192,292
5 Year Return 13.9 193,446
10 Year Return 17.18 476,695
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 62.08 164,803
3 Year Return 24.29 193,389
5 Year Return 15.44 207,154
10 Year Return 16.73 459,204
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 65.13 168,204
3 Year Return 19.24 170,322
5 Year Return 14.66 200,907
10 Year Return 15.92 424,989
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 55.29 157,798
3 Year Return 22.2 183,442
5 Year Return 14.05 194,345
10 Year Return 16.9 464,661
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 44.28 145,392
3 Year Return 19.82 172,601
5 Year Return 13.68 190,745
10 Year Return 16.3 441,721

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 56.61 158,902
3 Year Return 20.75 177,213
5 Year Return 13.87 193,140
10 Year Return 15.83 423,459
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 55.29 157,798
3 Year Return 22.2 183,442
5 Year Return 14.05 194,345
10 Year Return 16.9 464,661
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 73.95 175,903
3 Year Return 21.87 182,089
5 Year Return 15.66 208,104
10 Year Return 17.1 478,007
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 35.98 137,338
3 Year Return 15.74 155,648
5 Year Return 11.29 171,634
10 Year Return 14.62 384,284
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 24.41 125,292
3 Year Return 10.91 136,680
5 Year Return 8.01 147,395
10 Year Return 8.58 227,549

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

CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 73.95 175,903
3 Year Return 21.87 182,089
5 Year Return 15.66 208,104
10 Year Return 17.1 478,007
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 44.28 145,392
3 Year Return 19.82 172,601
5 Year Return 13.68 190,745
10 Year Return 16.3 441,721
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 43.68 145,288
3 Year Return 17.38 162,659
5 Year Return 10.57 166,151
10 Year Return 14.38 377,090
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 29.35 130,115
3 Year Return 11.87 140,090
5 Year Return 9.54 158,367
10 Year Return 9.99 257,714
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 24.41 125,292
3 Year Return 10.91 136,680
5 Year Return 8.01 147,395
10 Year Return 8.58 227,549

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 5.3 104,988
3 Year Return 9.41 130,948
5 Year Return 7.94 146,511
10 Year Return 9.96 258,157
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.48 111,151
3 Year Return 4.81 115,136
5 Year Return 5.08 128,051
10 Year Return 7.83 212,736
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.31 106,095
3 Year Return 8.11 126,358
5 Year Return 7.48 143,380
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 22.36 122,706
3 Year Return 10.76 135,944
5 Year Return 7.41 143,226
10 Year Return 10.61 272,523
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.61 114,850
3 Year Return 11.49 138,664
5 Year Return 9.47 157,394
10 Year Return 10.83 277,571

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