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 | 11.14 | 110,421 |
| 3 Year Return | 26.75 | 206,382 |
| 5 Year Return | 33.63 | 428,203 |
| 10 Year Return | 17.57 | 498,869 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.46 | 108,278 |
| 3 Year Return | 21.48 | 180,878 |
| 5 Year Return | 27.92 | 344,176 |
| 10 Year Return | 14.18 | 371,587 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.22 | 110,155 |
| 3 Year Return | 16.1 | 157,588 |
| 5 Year Return | 22.89 | 279,147 |
| 10 Year Return | 12.75 | 326,409 |
Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.46 | 108,278 |
| 3 Year Return | 21.48 | 180,878 |
| 5 Year Return | 27.92 | 344,176 |
| 10 Year Return | 14.18 | 371,587 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.22 | 110,155 |
| 3 Year Return | 16.1 | 157,588 |
| 5 Year Return | 22.89 | 279,147 |
| 10 Year Return | 12.75 | 326,409 |
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 | 11.9 | 111,441 |
| 3 Year Return | 19.65 | 171,854 |
| 5 Year Return | 27.56 | 338,827 |
| 10 Year Return | 15.76 | 426,839 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 13.61 | 113,207 |
| 3 Year Return | 14.02 | 148,991 |
| 5 Year Return | 18.85 | 236,986 |
| 10 Year Return | 12.07 | 309,854 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.83 | 106,568 |
| 3 Year Return | 13.65 | 147,224 |
| 5 Year Return | 18.89 | 236,603 |
| 10 Year Return | 10.09 | 258,225 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.46 | 108,278 |
| 3 Year Return | 21.48 | 180,878 |
| 5 Year Return | 27.92 | 344,176 |
| 10 Year Return | 14.18 | 371,587 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.22 | 110,155 |
| 3 Year Return | 16.1 | 157,588 |
| 5 Year Return | 22.89 | 279,147 |
| 10 Year Return | 12.75 | 326,409 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 11.9 | 111,441 |
| 3 Year Return | 19.65 | 171,854 |
| 5 Year Return | 27.56 | 338,827 |
| 10 Year Return | 15.76 | 426,839 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 13.61 | 113,207 |
| 3 Year Return | 14.02 | 148,991 |
| 5 Year Return | 18.85 | 236,986 |
| 10 Year Return | 12.07 | 309,854 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.83 | 106,568 |
| 3 Year Return | 13.65 | 147,224 |
| 5 Year Return | 18.89 | 236,603 |
| 10 Year Return | 10.09 | 258,225 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.46 | 108,278 |
| 3 Year Return | 21.48 | 180,878 |
| 5 Year Return | 27.92 | 344,176 |
| 10 Year Return | 14.18 | 371,587 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.22 | 110,155 |
| 3 Year Return | 16.1 | 157,588 |
| 5 Year Return | 22.89 | 279,147 |
| 10 Year Return | 12.75 | 326,409 |
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 | 8.46 | 108,278 |
| 3 Year Return | 21.48 | 180,878 |
| 5 Year Return | 27.92 | 344,176 |
| 10 Year Return | 14.18 | 371,587 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.22 | 110,155 |
| 3 Year Return | 16.1 | 157,588 |
| 5 Year Return | 22.89 | 279,147 |
| 10 Year Return | 12.75 | 326,409 |
