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 | 11.8 | 112,385 |
| 3 Year Return | 26.17 | 201,275 |
| 5 Year Return | 28.33 | 343,600 |
| 10 Year Return | 18.58 | 549,617 |
| Category | Equity: Small Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.14 | 101,661 |
| 3 Year Return | 22.63 | 183,777 |
| 5 Year Return | 31.19 | 382,942 |
| 10 Year Return | 20.51 | 644,058 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 12.72 | 112,896 |
| 3 Year Return | 19.05 | 168,195 |
| 5 Year Return | 24.7 | 299,524 |
| 10 Year Return | 16.26 | 450,094 |
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 | 7.8 | 108,060 |
| 3 Year Return | 19.99 | 172,319 |
| 5 Year Return | 21.19 | 258,176 |
| 10 Year Return | 15.88 | 435,924 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.43 | 110,676 |
| 3 Year Return | 18.81 | 167,553 |
| 5 Year Return | 22.79 | 274,405 |
| 10 Year Return | 14.98 | 403,576 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.03 | 109,208 |
| 3 Year Return | 13.88 | 147,337 |
| 5 Year Return | 16.87 | 215,054 |
| 10 Year Return | 13.09 | 342,193 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 15.82 | 115,814 |
| 3 Year Return | 14.32 | 149,150 |
| 5 Year Return | 15.63 | 204,547 |
| 10 Year Return | 12.6 | 328,156 |
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 | 12.72 | 112,896 |
| 3 Year Return | 19.05 | 168,195 |
| 5 Year Return | 24.7 | 299,524 |
| 10 Year Return | 16.26 | 450,094 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.03 | 109,208 |
| 3 Year Return | 13.88 | 147,337 |
| 5 Year Return | 16.87 | 215,054 |
| 10 Year Return | 13.09 | 342,193 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 12.72 | 112,896 |
| 3 Year Return | 19.05 | 168,195 |
| 5 Year Return | 24.7 | 299,524 |
| 10 Year Return | 16.26 | 450,094 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 15.82 | 115,814 |
| 3 Year Return | 14.32 | 149,150 |
| 5 Year Return | 15.63 | 204,547 |
| 10 Year Return | 12.6 | 328,156 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.89 | 106,007 |
| 3 Year Return | 11.47 | 137,749 |
| 5 Year Return | 14.68 | 196,640 |
| 10 Year Return | 10.49 | 271,769 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.89 | 107,026 |
| 3 Year Return | 10.2 | 133,509 |
| 5 Year Return | 11.85 | 173,967 |
| 10 Year Return | 9.91 | 257,270 |
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 | 7.53 | 107,426 |
| 3 Year Return | 7.67 | 124,735 |
| 5 Year Return | 6.38 | 136,201 |
| 10 Year Return | 7.97 | 215,596 |
| Category | Debt: Medium Duration | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.76 | 108,659 |
| 3 Year Return | 8.11 | 126,251 |
| 5 Year Return | 6.74 | 138,479 |
| 10 Year Return | 7.55 | 207,259 |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.75 | 108,835 |
| 3 Year Return | 10.24 | 133,799 |
| 5 Year Return | 9.56 | 157,577 |
| 10 Year Return | 9.49 | 247,740 |
