Model Portfolio
Aggressive = Equity Funds 70% | Balanced Fund 30%
| Category | Equity: Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.66 | 102,345 |
| 3 Year Return | 27.64 | 205,460 |
| 5 Year Return | 31.34 | 391,542 |
| 10 Year Return | 17.36 | 492,148 |
| Category | Equity: Small Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -5.9 | 94,669 |
| 3 Year Return | 25.68 | 196,538 |
| 5 Year Return | 36.13 | 463,831 |
| 10 Year Return | 20.57 | 642,136 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 4.09 | 103,734 |
| 3 Year Return | 20.02 | 171,326 |
| 5 Year Return | 25.3 | 311,202 |
| 10 Year Return | 15.22 | 412,406 |
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 | -2.33 | 98,026 |
| 3 Year Return | 20.73 | 174,557 |
| 5 Year Return | 23.31 | 287,085 |
| 10 Year Return | 14.71 | 395,170 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.68 | 100,531 |
| 3 Year Return | 20.41 | 172,937 |
| 5 Year Return | 25.15 | 309,469 |
| 10 Year Return | 13.71 | 361,462 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.06 | 101,267 |
| 3 Year Return | 15.11 | 151,110 |
| 5 Year Return | 19.59 | 247,380 |
| 10 Year Return | 12.1 | 313,645 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.38 | 107,486 |
| 3 Year Return | 14.23 | 148,012 |
| 5 Year Return | 16.68 | 217,776 |
| 10 Year Return | 11.89 | 307,515 |
Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 4.09 | 103,734 |
| 3 Year Return | 20.02 | 171,326 |
| 5 Year Return | 25.3 | 311,202 |
| 10 Year Return | 15.22 | 412,406 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.06 | 101,267 |
| 3 Year Return | 15.11 | 151,110 |
| 5 Year Return | 19.59 | 247,380 |
| 10 Year Return | 12.1 | 313,645 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 4.09 | 103,734 |
| 3 Year Return | 20.02 | 171,326 |
| 5 Year Return | 25.3 | 311,202 |
| 10 Year Return | 15.22 | 412,406 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.38 | 107,486 |
| 3 Year Return | 14.23 | 148,012 |
| 5 Year Return | 16.68 | 217,776 |
| 10 Year Return | 11.89 | 307,515 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -1.28 | 98,461 |
| 3 Year Return | 12.83 | 142,297 |
| 5 Year Return | 16.32 | 215,078 |
| 10 Year Return | 9.6 | 250,127 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.51 | 103,308 |
| 3 Year Return | 10.63 | 134,813 |
| 5 Year Return | 12.65 | 181,932 |
| 10 Year Return | 9.56 | 249,022 |
Conservative = Income Funds 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 | 9.04 | 108,978 |
| 3 Year Return | 8.19 | 126,555 |
| 5 Year Return | 6.62 | 137,800 |
| 10 Year Return | 8.24 | 220,617 |
| Category | Debt: Medium Duration | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.3 | 109,248 |
| 3 Year Return | 8.01 | 125,830 |
| 5 Year Return | 6.9 | 139,549 |
| 10 Year Return | 7.69 | 209,859 |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.45 | 107,375 |
| 3 Year Return | 10.53 | 134,614 |
| 5 Year Return | 10.24 | 163,114 |
| 10 Year Return | 9.4 | 245,382 |
