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 | 2.55 | 101,411 |
| 3 Year Return | 24.65 | 191,264 |
| 5 Year Return | 29.52 | 353,134 |
| 10 Year Return | 18.2 | 528,894 |
| Category | Equity: Small Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -5.59 | 93,611 |
| 3 Year Return | 22.24 | 180,786 |
| 5 Year Return | 32.87 | 396,361 |
| 10 Year Return | 21.55 | 701,569 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.5 | 104,127 |
| 3 Year Return | 19.06 | 168,511 |
| 5 Year Return | 25.26 | 308,923 |
| 10 Year Return | 16.14 | 443,314 |
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 | -2.08 | 96,617 |
| 3 Year Return | 18.75 | 166,343 |
| 5 Year Return | 22.69 | 275,384 |
| 10 Year Return | 15.61 | 421,857 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 2.78 | 101,277 |
| 3 Year Return | 18.94 | 167,668 |
| 5 Year Return | 24.38 | 296,295 |
| 10 Year Return | 14.84 | 395,664 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.6 | 99,847 |
| 3 Year Return | 13.49 | 145,518 |
| 5 Year Return | 19.0 | 238,191 |
| 10 Year Return | 12.99 | 336,687 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.66 | 105,359 |
| 3 Year Return | 13.07 | 143,982 |
| 5 Year Return | 16.33 | 212,921 |
| 10 Year Return | 12.41 | 320,110 |
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 | 5.5 | 104,127 |
| 3 Year Return | 19.06 | 168,511 |
| 5 Year Return | 25.26 | 308,923 |
| 10 Year Return | 16.14 | 443,314 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.6 | 99,847 |
| 3 Year Return | 13.49 | 145,518 |
| 5 Year Return | 19.0 | 238,191 |
| 10 Year Return | 12.99 | 336,687 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.5 | 104,127 |
| 3 Year Return | 19.06 | 168,511 |
| 5 Year Return | 25.26 | 308,923 |
| 10 Year Return | 16.14 | 443,314 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.66 | 105,359 |
| 3 Year Return | 13.07 | 143,982 |
| 5 Year Return | 16.33 | 212,921 |
| 10 Year Return | 12.41 | 320,110 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -1.68 | 97,144 |
| 3 Year Return | 10.91 | 136,217 |
| 5 Year Return | 15.86 | 208,301 |
| 10 Year Return | 10.17 | 261,534 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.6 | 103,003 |
| 3 Year Return | 9.92 | 132,509 |
| 5 Year Return | 12.32 | 178,918 |
| 10 Year Return | 9.85 | 254,852 |
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 | 7.57 | 107,492 |
| 3 Year Return | 7.56 | 124,502 |
| 5 Year Return | 6.59 | 137,484 |
| 10 Year Return | 8.08 | 217,299 |
| Category | Debt: Medium Duration | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.6 | 108,530 |
| 3 Year Return | 7.74 | 125,164 |
| 5 Year Return | 6.89 | 139,487 |
| 10 Year Return | 7.63 | 208,396 |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.92 | 106,627 |
| 3 Year Return | 10.02 | 133,139 |
| 5 Year Return | 10.01 | 160,978 |
| 10 Year Return | 9.55 | 248,274 |
