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 | 7.71 | 107,867 |
| 3 Year Return | 26.63 | 201,033 |
| 5 Year Return | 29.55 | 370,172 |
| 10 Year Return | 17.99 | 525,055 |
| Category | Equity: Small Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -2.05 | 98,478 |
| 3 Year Return | 23.28 | 185,518 |
| 5 Year Return | 32.47 | 411,426 |
| 10 Year Return | 20.41 | 647,353 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.13 | 109,386 |
| 3 Year Return | 20.13 | 171,852 |
| 5 Year Return | 26.19 | 323,836 |
| 10 Year Return | 15.98 | 440,858 |
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 | 3.1 | 103,161 |
| 3 Year Return | 20.63 | 174,144 |
| 5 Year Return | 22.41 | 279,560 |
| 10 Year Return | 15.45 | 422,779 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.59 | 107,820 |
| 3 Year Return | 20.26 | 172,969 |
| 5 Year Return | 24.55 | 305,443 |
| 10 Year Return | 14.63 | 393,498 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.26 | 105,515 |
| 3 Year Return | 15.2 | 151,868 |
| 5 Year Return | 18.65 | 239,090 |
| 10 Year Return | 12.74 | 333,163 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 12.13 | 112,502 |
| 3 Year Return | 15.04 | 151,268 |
| 5 Year Return | 16.9 | 220,086 |
| 10 Year Return | 12.38 | 321,310 |
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 | 9.13 | 109,386 |
| 3 Year Return | 20.13 | 171,852 |
| 5 Year Return | 26.19 | 323,836 |
| 10 Year Return | 15.98 | 440,858 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.26 | 105,515 |
| 3 Year Return | 15.2 | 151,868 |
| 5 Year Return | 18.65 | 239,090 |
| 10 Year Return | 12.74 | 333,163 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.13 | 109,386 |
| 3 Year Return | 20.13 | 171,852 |
| 5 Year Return | 26.19 | 323,836 |
| 10 Year Return | 15.98 | 440,858 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 12.13 | 112,502 |
| 3 Year Return | 15.04 | 151,268 |
| 5 Year Return | 16.9 | 220,086 |
| 10 Year Return | 12.38 | 321,310 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 2.89 | 103,156 |
| 3 Year Return | 12.49 | 141,656 |
| 5 Year Return | 15.66 | 209,415 |
| 10 Year Return | 10.05 | 261,929 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.35 | 105,400 |
| 3 Year Return | 10.56 | 134,643 |
| 5 Year Return | 12.44 | 180,868 |
| 10 Year Return | 9.77 | 254,538 |
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 | 7.97 | 107,965 |
| 3 Year Return | 7.98 | 125,694 |
| 5 Year Return | 6.52 | 136,762 |
| 10 Year Return | 7.96 | 215,645 |
| Category | Debt: Medium Duration | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.61 | 108,568 |
| 3 Year Return | 8.24 | 126,648 |
| 5 Year Return | 6.77 | 138,487 |
| 10 Year Return | 7.51 | 206,693 |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.14 | 108,249 |
| 3 Year Return | 10.49 | 134,578 |
| 5 Year Return | 9.89 | 160,625 |
| 10 Year Return | 9.37 | 245,202 |
