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 | 3.35 | 102,618 |
| 3 Year Return | 25.7 | 201,678 |
| 5 Year Return | 29.27 | 364,796 |
| 10 Year Return | 18.0 | 523,440 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.1 | 102,681 |
| 3 Year Return | 20.13 | 175,613 |
| 5 Year Return | 24.51 | 300,756 |
| 10 Year Return | 14.63 | 394,408 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.82 | 100,059 |
| 3 Year Return | 15.06 | 154,316 |
| 5 Year Return | 18.32 | 233,393 |
| 10 Year Return | 12.68 | 331,708 |
Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.1 | 102,681 |
| 3 Year Return | 20.13 | 175,613 |
| 5 Year Return | 24.51 | 300,756 |
| 10 Year Return | 14.63 | 394,408 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.82 | 100,059 |
| 3 Year Return | 15.06 | 154,316 |
| 5 Year Return | 18.32 | 233,393 |
| 10 Year Return | 12.68 | 331,708 |
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 | 5.77 | 105,773 |
| 3 Year Return | 20.16 | 175,039 |
| 5 Year Return | 25.99 | 321,985 |
| 10 Year Return | 15.87 | 439,839 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.32 | 107,992 |
| 3 Year Return | 14.33 | 151,273 |
| 5 Year Return | 16.51 | 215,392 |
| 10 Year Return | 12.34 | 322,095 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -0.71 | 98,811 |
| 3 Year Return | 12.24 | 143,289 |
| 5 Year Return | 15.43 | 205,275 |
| 10 Year Return | 9.95 | 258,848 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.1 | 102,681 |
| 3 Year Return | 20.13 | 175,613 |
| 5 Year Return | 24.51 | 300,756 |
| 10 Year Return | 14.63 | 394,408 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.82 | 100,059 |
| 3 Year Return | 15.06 | 154,316 |
| 5 Year Return | 18.32 | 233,393 |
| 10 Year Return | 12.68 | 331,708 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.77 | 105,773 |
| 3 Year Return | 20.16 | 175,039 |
| 5 Year Return | 25.99 | 321,985 |
| 10 Year Return | 15.87 | 439,839 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.32 | 107,992 |
| 3 Year Return | 14.33 | 151,273 |
| 5 Year Return | 16.51 | 215,392 |
| 10 Year Return | 12.34 | 322,095 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -0.71 | 98,811 |
| 3 Year Return | 12.24 | 143,289 |
| 5 Year Return | 15.43 | 205,275 |
| 10 Year Return | 9.95 | 258,848 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.1 | 102,681 |
| 3 Year Return | 20.13 | 175,613 |
| 5 Year Return | 24.51 | 300,756 |
| 10 Year Return | 14.63 | 394,408 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.82 | 100,059 |
| 3 Year Return | 15.06 | 154,316 |
| 5 Year Return | 18.32 | 233,393 |
| 10 Year Return | 12.68 | 331,708 |
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 | 3.1 | 102,681 |
| 3 Year Return | 20.13 | 175,613 |
| 5 Year Return | 24.51 | 300,756 |
| 10 Year Return | 14.63 | 394,408 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.82 | 100,059 |
| 3 Year Return | 15.06 | 154,316 |
| 5 Year Return | 18.32 | 233,393 |
| 10 Year Return | 12.68 | 331,708 |
