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 | 12.66 | 113,248 |
| 3 Year Return | 26.56 | 203,304 |
| 5 Year Return | 28.18 | 341,888 |
| 10 Year Return | 18.6 | 555,490 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.88 | 111,128 |
| 3 Year Return | 19.05 | 169,633 |
| 5 Year Return | 22.46 | 273,664 |
| 10 Year Return | 14.99 | 409,518 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.39 | 109,560 |
| 3 Year Return | 14.0 | 148,690 |
| 5 Year Return | 16.61 | 213,573 |
| 10 Year Return | 13.09 | 345,626 |
Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.88 | 111,128 |
| 3 Year Return | 19.05 | 169,633 |
| 5 Year Return | 22.46 | 273,664 |
| 10 Year Return | 14.99 | 409,518 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.39 | 109,560 |
| 3 Year Return | 14.0 | 148,690 |
| 5 Year Return | 16.61 | 213,573 |
| 10 Year Return | 13.09 | 345,626 |
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 | 13.11 | 113,286 |
| 3 Year Return | 19.13 | 169,802 |
| 5 Year Return | 24.6 | 298,284 |
| 10 Year Return | 16.22 | 453,594 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 16.07 | 116,061 |
| 3 Year Return | 14.42 | 150,265 |
| 5 Year Return | 15.43 | 204,103 |
| 10 Year Return | 12.58 | 329,212 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.22 | 106,337 |
| 3 Year Return | 11.47 | 138,589 |
| 5 Year Return | 14.54 | 195,957 |
| 10 Year Return | 10.5 | 272,781 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.88 | 111,128 |
| 3 Year Return | 19.05 | 169,633 |
| 5 Year Return | 22.46 | 273,664 |
| 10 Year Return | 14.99 | 409,518 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.39 | 109,560 |
| 3 Year Return | 14.0 | 148,690 |
| 5 Year Return | 16.61 | 213,573 |
| 10 Year Return | 13.09 | 345,626 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 13.11 | 113,286 |
| 3 Year Return | 19.13 | 169,802 |
| 5 Year Return | 24.6 | 298,284 |
| 10 Year Return | 16.22 | 453,594 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 16.07 | 116,061 |
| 3 Year Return | 14.42 | 150,265 |
| 5 Year Return | 15.43 | 204,103 |
| 10 Year Return | 12.58 | 329,212 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.22 | 106,337 |
| 3 Year Return | 11.47 | 138,589 |
| 5 Year Return | 14.54 | 195,957 |
| 10 Year Return | 10.5 | 272,781 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.88 | 111,128 |
| 3 Year Return | 19.05 | 169,633 |
| 5 Year Return | 22.46 | 273,664 |
| 10 Year Return | 14.99 | 409,518 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.39 | 109,560 |
| 3 Year Return | 14.0 | 148,690 |
| 5 Year Return | 16.61 | 213,573 |
| 10 Year Return | 13.09 | 345,626 |
Conservative = Income Funds 50% | Hybrid Debt Funds (MIP) 30% | Equity Savings Fund 20%
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.88 | 111,128 |
| 3 Year Return | 19.05 | 169,633 |
| 5 Year Return | 22.46 | 273,664 |
| 10 Year Return | 14.99 | 409,518 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.39 | 109,560 |
| 3 Year Return | 14.0 | 148,690 |
| 5 Year Return | 16.61 | 213,573 |
| 10 Year Return | 13.09 | 345,626 |
