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 | 3.23 | 103,592 |
| 3 Year Return | 26.65 | 201,099 |
| 5 Year Return | 28.76 | 350,729 |
| 10 Year Return | 17.33 | 531,889 |
| Category | Equity: Small Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -5.62 | 94,208 |
| 3 Year Return | 24.87 | 193,121 |
| 5 Year Return | 32.66 | 401,626 |
| 10 Year Return | 20.52 | 706,254 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.92 | 105,704 |
| 3 Year Return | 19.89 | 171,542 |
| 5 Year Return | 24.19 | 295,309 |
| 10 Year Return | 15.54 | 448,964 |
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 | -1.81 | 98,454 |
| 3 Year Return | 20.34 | 173,272 |
| 5 Year Return | 22.03 | 268,667 |
| 10 Year Return | 14.85 | 428,789 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.25 | 103,294 |
| 3 Year Return | 20.16 | 172,466 |
| 5 Year Return | 23.69 | 288,331 |
| 10 Year Return | 14.0 | 397,476 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.55 | 101,740 |
| 3 Year Return | 14.4 | 148,892 |
| 5 Year Return | 18.53 | 232,801 |
| 10 Year Return | 12.24 | 336,755 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.18 | 108,036 |
| 3 Year Return | 13.99 | 147,528 |
| 5 Year Return | 16.15 | 210,726 |
| 10 Year Return | 11.97 | 323,461 |
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 | 5.92 | 105,704 |
| 3 Year Return | 19.89 | 171,542 |
| 5 Year Return | 24.19 | 295,309 |
| 10 Year Return | 15.54 | 448,964 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.55 | 101,740 |
| 3 Year Return | 14.4 | 148,892 |
| 5 Year Return | 18.53 | 232,801 |
| 10 Year Return | 12.24 | 336,755 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.92 | 105,704 |
| 3 Year Return | 19.89 | 171,542 |
| 5 Year Return | 24.19 | 295,309 |
| 10 Year Return | 15.54 | 448,964 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.18 | 108,036 |
| 3 Year Return | 13.99 | 147,528 |
| 5 Year Return | 16.15 | 210,726 |
| 10 Year Return | 11.97 | 323,461 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -1.73 | 98,250 |
| 3 Year Return | 11.64 | 138,522 |
| 5 Year Return | 15.73 | 206,159 |
| 10 Year Return | 9.55 | 262,123 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.61 | 103,560 |
| 3 Year Return | 10.32 | 133,978 |
| 5 Year Return | 11.96 | 175,639 |
| 10 Year Return | 9.66 | 256,651 |
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 | 7.75 | 107,746 |
| 3 Year Return | 7.76 | 125,118 |
| 5 Year Return | 6.67 | 138,758 |
| 10 Year Return | 8.1 | 219,328 |
| Category | Debt: Medium Duration | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.61 | 108,596 |
| 3 Year Return | 7.82 | 125,365 |
| 5 Year Return | 6.95 | 140,251 |
| 10 Year Return | 7.62 | 209,555 |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.21 | 107,184 |
| 3 Year Return | 10.31 | 134,024 |
| 5 Year Return | 10.04 | 161,441 |
| 10 Year Return | 9.41 | 251,059 |
