Model Portfolio
Aggressive = Equity Funds 70% | Balanced Fund 30%
| Category | Equity: Large and Mid Cap | |
| Period | Annualized 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 |
| Category | Equity: Mid Cap | |
| Period | Annualized 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 |
| Category | Equity: Small Cap | |
| Period | Annualized 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 |
| Category | Hybrid: Aggressive | |
| Period | Annualized 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 |
| Category | Hybrid: Aggressive | |
| Period | Annualized 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%
| Category | Equity: Large and Mid Cap | |
| Period | Annualized 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 |
| Category | Equity: Large and Mid Cap | |
| Period | Annualized 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 |
| Category | Equity: Large Cap | |
| Period | Annualized 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 |
| Category | Equity: Large Cap | |
| Period | Annualized 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 |
| Category | Hybrid: Aggressive | |
| Period | Annualized 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%
| Category | Equity: Large Cap | |
| Period | Annualized 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 |
| Category | Equity: Large Cap | |
| Period | Annualized 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 |
| Category | Hybrid: Aggressive | |
| Period | Annualized 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 |
| Category | Hybrid: Aggressive | |
| Period | Annualized 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 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized 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%
| Category | Hybrid: Aggressive | |
| Period | Annualized 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 |
| Category | Hybrid: Aggressive | |
| Period | Annualized 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 |
| Category | Hybrid: Aggressive | |
| Period | Annualized 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 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized 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 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized 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%
| Category | Debt: Dynamic Bond | |
| Period | Annualized 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 |
| Category | Debt: Dynamic Bond | |
| Period | Annualized 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 |
| Category | Debt: Medium Duration | |
| Period | Annualized 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 | - | - |
| Category | Hybrid: Conservative | |
| Period | Annualized 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 |
| Category | Hybrid: Conservative | |
| Period | Annualized 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 |