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 | 2.4 | 102,593 |
| 3 Year Return | 26.54 | 201,179 |
| 5 Year Return | 29.97 | 366,945 |
| 10 Year Return | 17.95 | 519,624 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 2.77 | 102,857 |
| 3 Year Return | 20.35 | 173,342 |
| 5 Year Return | 25.2 | 304,482 |
| 10 Year Return | 14.61 | 388,093 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.36 | 100,589 |
| 3 Year Return | 15.27 | 152,690 |
| 5 Year Return | 18.96 | 236,081 |
| 10 Year Return | 12.69 | 329,002 |
Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 2.77 | 102,857 |
| 3 Year Return | 20.35 | 173,342 |
| 5 Year Return | 25.2 | 304,482 |
| 10 Year Return | 14.61 | 388,093 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.36 | 100,589 |
| 3 Year Return | 15.27 | 152,690 |
| 5 Year Return | 18.96 | 236,081 |
| 10 Year Return | 12.69 | 329,002 |
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 | 5.75 | 105,947 |
| 3 Year Return | 20.36 | 173,591 |
| 5 Year Return | 26.85 | 325,956 |
| 10 Year Return | 15.91 | 435,569 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.51 | 108,564 |
| 3 Year Return | 14.75 | 150,640 |
| 5 Year Return | 17.06 | 218,298 |
| 10 Year Return | 12.38 | 321,211 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -1.34 | 98,669 |
| 3 Year Return | 12.48 | 141,602 |
| 5 Year Return | 15.81 | 206,894 |
| 10 Year Return | 9.93 | 257,126 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 2.77 | 102,857 |
| 3 Year Return | 20.35 | 173,342 |
| 5 Year Return | 25.2 | 304,482 |
| 10 Year Return | 14.61 | 388,093 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.36 | 100,589 |
| 3 Year Return | 15.27 | 152,690 |
| 5 Year Return | 18.96 | 236,081 |
| 10 Year Return | 12.69 | 329,002 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.75 | 105,947 |
| 3 Year Return | 20.36 | 173,591 |
| 5 Year Return | 26.85 | 325,956 |
| 10 Year Return | 15.91 | 435,569 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.51 | 108,564 |
| 3 Year Return | 14.75 | 150,640 |
| 5 Year Return | 17.06 | 218,298 |
| 10 Year Return | 12.38 | 321,211 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -1.34 | 98,669 |
| 3 Year Return | 12.48 | 141,602 |
| 5 Year Return | 15.81 | 206,894 |
| 10 Year Return | 9.93 | 257,126 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 2.77 | 102,857 |
| 3 Year Return | 20.35 | 173,342 |
| 5 Year Return | 25.2 | 304,482 |
| 10 Year Return | 14.61 | 388,093 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.36 | 100,589 |
| 3 Year Return | 15.27 | 152,690 |
| 5 Year Return | 18.96 | 236,081 |
| 10 Year Return | 12.69 | 329,002 |
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 | 2.77 | 102,857 |
| 3 Year Return | 20.35 | 173,342 |
| 5 Year Return | 25.2 | 304,482 |
| 10 Year Return | 14.61 | 388,093 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.36 | 100,589 |
| 3 Year Return | 15.27 | 152,690 |
| 5 Year Return | 18.96 | 236,081 |
| 10 Year Return | 12.69 | 329,002 |
