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 18.28 116,000
3 Year Return 4.82 115,796
5 Year Return 13.52 187,403
10 Year Return 12.37 320,260
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 20.59 119,247
3 Year Return 3.58 111,579
5 Year Return 13.89 190,889
10 Year Return 15.92 435,917
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 23.7 122,806
3 Year Return 1.64 106,334
5 Year Return 15.47 203,245
10 Year Return 18.07 525,979
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.84 111,345
3 Year Return 5.82 117,948
5 Year Return 12.56 180,670
10 Year Return 13.17 343,768
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.11 113,307
3 Year Return 4.9 115,374
5 Year Return 10.64 165,298
10 Year Return - -

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

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 18.28 116,000
3 Year Return 4.82 115,796
5 Year Return 13.52 187,403
10 Year Return 12.37 320,260
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 15.68 114,528
3 Year Return 6.09 119,264
5 Year Return 14.94 199,707
10 Year Return 12.22 315,722
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.18 108,625
3 Year Return 4.14 112,261
5 Year Return 12.36 179,079
10 Year Return 11.63 298,968
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 19.22 117,784
3 Year Return 7.73 125,330
5 Year Return 13.14 184,658
10 Year Return 13.01 338,755
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.16 113,283
3 Year Return 8.64 128,467
5 Year Return 12.65 180,804
10 Year Return 12.65 329,210

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 17.38 116,594
3 Year Return 6.33 119,546
5 Year Return 12.87 183,204
10 Year Return 11.89 307,875
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 19.22 117,784
3 Year Return 7.73 125,330
5 Year Return 13.14 184,658
10 Year Return 13.01 338,755
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.84 111,345
3 Year Return 5.82 117,948
5 Year Return 12.56 180,670
10 Year Return 13.17 343,768
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.11 113,307
3 Year Return 4.9 115,374
5 Year Return 10.64 165,298
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.33 109,902
3 Year Return 4.72 114,982
5 Year Return 7.08 140,463
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 11.84 111,345
3 Year Return 5.82 117,948
5 Year Return 12.56 180,670
10 Year Return 13.17 343,768
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.16 113,283
3 Year Return 8.64 128,467
5 Year Return 12.65 180,804
10 Year Return 12.65 329,210
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.5 112,059
3 Year Return 4.85 115,042
5 Year Return 9.28 155,182
10 Year Return 11.72 302,298
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.15 109,844
3 Year Return 5.28 116,408
5 Year Return 10.01 161,482
10 Year Return 9.01 236,931
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.33 109,902
3 Year Return 4.72 114,982
5 Year Return 7.08 140,463
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 11.37 111,015
3 Year Return 9.26 130,341
5 Year Return 9.94 160,893
10 Year Return 10.29 266,066
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.51 107,671
3 Year Return 2.26 106,812
5 Year Return 4.93 127,412
10 Year Return 7.31 202,848
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.89 109,622
3 Year Return 7.95 125,698
5 Year Return 8.57 150,977
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.75 112,591
3 Year Return 5.05 116,152
5 Year Return 9.18 155,017
10 Year Return 9.82 255,215
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.06 110,740
3 Year Return 8.5 127,780
5 Year Return 10.3 163,169
10 Year Return 10.14 262,567

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