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 | 1.84 | 101,709 |
| 3 Year Return | 25.28 | 198,435 |
| 5 Year Return | 28.03 | 342,495 |
| 10 Year Return | 17.93 | 511,404 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.86 | 101,603 |
| 3 Year Return | 19.51 | 173,199 |
| 5 Year Return | 23.19 | 283,152 |
| 10 Year Return | 14.61 | 385,128 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.62 | 100,440 |
| 3 Year Return | 13.86 | 149,531 |
| 5 Year Return | 18.17 | 229,571 |
| 10 Year Return | 12.84 | 329,406 |
Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.86 | 101,603 |
| 3 Year Return | 19.51 | 173,199 |
| 5 Year Return | 23.19 | 283,152 |
| 10 Year Return | 14.61 | 385,128 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.62 | 100,440 |
| 3 Year Return | 13.86 | 149,531 |
| 5 Year Return | 18.17 | 229,571 |
| 10 Year Return | 12.84 | 329,406 |
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 | 4.53 | 104,312 |
| 3 Year Return | 19.25 | 171,438 |
| 5 Year Return | 24.09 | 294,316 |
| 10 Year Return | 16.1 | 437,443 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.64 | 106,514 |
| 3 Year Return | 13.43 | 147,126 |
| 5 Year Return | 15.77 | 207,791 |
| 10 Year Return | 12.34 | 315,758 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -2.67 | 97,244 |
| 3 Year Return | 11.2 | 139,052 |
| 5 Year Return | 15.3 | 203,925 |
| 10 Year Return | 9.98 | 255,618 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.86 | 101,603 |
| 3 Year Return | 19.51 | 173,199 |
| 5 Year Return | 23.19 | 283,152 |
| 10 Year Return | 14.61 | 385,128 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.62 | 100,440 |
| 3 Year Return | 13.86 | 149,531 |
| 5 Year Return | 18.17 | 229,571 |
| 10 Year Return | 12.84 | 329,406 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 4.53 | 104,312 |
| 3 Year Return | 19.25 | 171,438 |
| 5 Year Return | 24.09 | 294,316 |
| 10 Year Return | 16.1 | 437,443 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.64 | 106,514 |
| 3 Year Return | 13.43 | 147,126 |
| 5 Year Return | 15.77 | 207,791 |
| 10 Year Return | 12.34 | 315,758 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -2.67 | 97,244 |
| 3 Year Return | 11.2 | 139,052 |
| 5 Year Return | 15.3 | 203,925 |
| 10 Year Return | 9.98 | 255,618 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.86 | 101,603 |
| 3 Year Return | 19.51 | 173,199 |
| 5 Year Return | 23.19 | 283,152 |
| 10 Year Return | 14.61 | 385,128 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.62 | 100,440 |
| 3 Year Return | 13.86 | 149,531 |
| 5 Year Return | 18.17 | 229,571 |
| 10 Year Return | 12.84 | 329,406 |
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 | 1.86 | 101,603 |
| 3 Year Return | 19.51 | 173,199 |
| 5 Year Return | 23.19 | 283,152 |
| 10 Year Return | 14.61 | 385,128 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.62 | 100,440 |
| 3 Year Return | 13.86 | 149,531 |
| 5 Year Return | 18.17 | 229,571 |
| 10 Year Return | 12.84 | 329,406 |
