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 | 10.73 | 109,826 |
3 Year Return | 23.25 | 193,988 |
5 Year Return | 24.83 | 302,987 |
10 Year Return | 16.6 | 464,124 |
Category | Equity: Large Cap | |
Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
1 Year Return | 8.98 | 108,121 |
3 Year Return | 17.23 | 167,198 |
5 Year Return | 17.86 | 228,958 |
10 Year Return | 12.58 | 328,010 |
Category | Equity: Large Cap | |
Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
1 Year Return | 10.28 | 109,957 |
3 Year Return | 11.85 | 144,487 |
5 Year Return | 15.06 | 202,800 |
10 Year Return | 11.54 | 298,629 |
Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%
Category | Equity: Large Cap | |
Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
1 Year Return | 8.98 | 108,121 |
3 Year Return | 17.23 | 167,198 |
5 Year Return | 17.86 | 228,958 |
10 Year Return | 12.58 | 328,010 |
Category | Equity: Large Cap | |
Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
1 Year Return | 10.28 | 109,957 |
3 Year Return | 11.85 | 144,487 |
5 Year Return | 15.06 | 202,800 |
10 Year Return | 11.54 | 298,629 |
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 | 10.5 | 109,699 |
3 Year Return | 16.44 | 161,998 |
5 Year Return | 20.72 | 257,086 |
10 Year Return | 14.35 | 383,492 |
Category | Hybrid: Aggressive | |
Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
1 Year Return | 11.32 | 110,869 |
3 Year Return | 10.4 | 137,685 |
5 Year Return | 12.57 | 181,101 |
10 Year Return | 11.11 | 285,449 |
Category | Hybrid: Aggressive | |
Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
1 Year Return | 6.85 | 106,352 |
3 Year Return | 10.44 | 138,359 |
5 Year Return | 13.16 | 186,429 |
10 Year Return | 9.14 | 239,964 |
Category | Equity: Large Cap | |
Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
1 Year Return | 8.98 | 108,121 |
3 Year Return | 17.23 | 167,198 |
5 Year Return | 17.86 | 228,958 |
10 Year Return | 12.58 | 328,010 |
Category | Equity: Large Cap | |
Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
1 Year Return | 10.28 | 109,957 |
3 Year Return | 11.85 | 144,487 |
5 Year Return | 15.06 | 202,800 |
10 Year Return | 11.54 | 298,629 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
Category | Hybrid: Aggressive | |
Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
1 Year Return | 10.5 | 109,699 |
3 Year Return | 16.44 | 161,998 |
5 Year Return | 20.72 | 257,086 |
10 Year Return | 14.35 | 383,492 |
Category | Hybrid: Aggressive | |
Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
1 Year Return | 11.32 | 110,869 |
3 Year Return | 10.4 | 137,685 |
5 Year Return | 12.57 | 181,101 |
10 Year Return | 11.11 | 285,449 |
Category | Hybrid: Aggressive | |
Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
1 Year Return | 6.85 | 106,352 |
3 Year Return | 10.44 | 138,359 |
5 Year Return | 13.16 | 186,429 |
10 Year Return | 9.14 | 239,964 |
Category | Equity: Large Cap | |
Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
1 Year Return | 8.98 | 108,121 |
3 Year Return | 17.23 | 167,198 |
5 Year Return | 17.86 | 228,958 |
10 Year Return | 12.58 | 328,010 |
Category | Equity: Large Cap | |
Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
1 Year Return | 10.28 | 109,957 |
3 Year Return | 11.85 | 144,487 |
5 Year Return | 15.06 | 202,800 |
10 Year Return | 11.54 | 298,629 |
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 | 8.98 | 108,121 |
3 Year Return | 17.23 | 167,198 |
5 Year Return | 17.86 | 228,958 |
10 Year Return | 12.58 | 328,010 |
Category | Equity: Large Cap | |
Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
1 Year Return | 10.28 | 109,957 |
3 Year Return | 11.85 | 144,487 |
5 Year Return | 15.06 | 202,800 |
10 Year Return | 11.54 | 298,629 |