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 | 5.94 | 105,520 |
| 3 Year Return | 24.58 | 194,122 |
| 5 Year Return | 26.08 | 316,554 |
| 10 Year Return | 18.41 | 542,444 |
| Category | Equity: Small Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -8.02 | 91,478 |
| 3 Year Return | 19.9 | 172,846 |
| 5 Year Return | 28.12 | 342,187 |
| 10 Year Return | 19.76 | 609,332 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.22 | 110,245 |
| 3 Year Return | 18.58 | 167,468 |
| 5 Year Return | 22.77 | 275,690 |
| 10 Year Return | 16.26 | 452,613 |
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 | 2.89 | 102,734 |
| 3 Year Return | 19.24 | 170,638 |
| 5 Year Return | 19.79 | 244,993 |
| 10 Year Return | 15.8 | 434,067 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.13 | 104,888 |
| 3 Year Return | 18.36 | 166,442 |
| 5 Year Return | 21.43 | 260,767 |
| 10 Year Return | 15.01 | 405,762 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.39 | 105,431 |
| 3 Year Return | 13.66 | 147,508 |
| 5 Year Return | 15.77 | 206,937 |
| 10 Year Return | 13.13 | 344,091 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.94 | 109,972 |
| 3 Year Return | 13.61 | 147,258 |
| 5 Year Return | 14.34 | 194,221 |
| 10 Year Return | 12.52 | 326,468 |
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 | 10.22 | 110,245 |
| 3 Year Return | 18.58 | 167,468 |
| 5 Year Return | 22.77 | 275,690 |
| 10 Year Return | 16.26 | 452,613 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.39 | 105,431 |
| 3 Year Return | 13.66 | 147,508 |
| 5 Year Return | 15.77 | 206,937 |
| 10 Year Return | 13.13 | 344,091 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.22 | 110,245 |
| 3 Year Return | 18.58 | 167,468 |
| 5 Year Return | 22.77 | 275,690 |
| 10 Year Return | 16.26 | 452,613 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.94 | 109,972 |
| 3 Year Return | 13.61 | 147,258 |
| 5 Year Return | 14.34 | 194,221 |
| 10 Year Return | 12.52 | 326,468 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 2.23 | 102,359 |
| 3 Year Return | 10.69 | 135,977 |
| 5 Year Return | 13.87 | 189,915 |
| 10 Year Return | 10.44 | 269,776 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.44 | 105,524 |
| 3 Year Return | 9.87 | 133,008 |
| 5 Year Return | 11.22 | 169,350 |
| 10 Year Return | 9.89 | 257,035 |
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 | 7.01 | 107,154 |
| 3 Year Return | 7.61 | 124,662 |
| 5 Year Return | 6.31 | 135,852 |
| 10 Year Return | 8.07 | 217,410 |
| Category | Debt: Medium Duration | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.34 | 108,499 |
| 3 Year Return | 8.07 | 126,277 |
| 5 Year Return | 6.69 | 138,263 |
| 10 Year Return | 7.63 | 208,767 |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.56 | 107,622 |
| 3 Year Return | 10.04 | 133,471 |
| 5 Year Return | 9.34 | 156,011 |
| 10 Year Return | 9.53 | 248,854 |
