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 | 8.6 | 107,597 |
| 3 Year Return | 24.85 | 194,512 |
| 5 Year Return | 26.49 | 322,976 |
| 10 Year Return | 18.4 | 544,985 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.44 | 106,255 |
| 3 Year Return | 18.28 | 165,621 |
| 5 Year Return | 21.85 | 266,768 |
| 10 Year Return | 14.86 | 401,676 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.48 | 105,920 |
| 3 Year Return | 13.52 | 146,408 |
| 5 Year Return | 16.0 | 209,484 |
| 10 Year Return | 13.0 | 341,672 |
Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.44 | 106,255 |
| 3 Year Return | 18.28 | 165,621 |
| 5 Year Return | 21.85 | 266,768 |
| 10 Year Return | 14.86 | 401,676 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.48 | 105,920 |
| 3 Year Return | 13.52 | 146,408 |
| 5 Year Return | 16.0 | 209,484 |
| 10 Year Return | 13.0 | 341,672 |
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 | 11.62 | 110,816 |
| 3 Year Return | 18.69 | 166,776 |
| 5 Year Return | 23.45 | 283,200 |
| 10 Year Return | 16.14 | 449,036 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 11.35 | 110,829 |
| 3 Year Return | 13.67 | 146,784 |
| 5 Year Return | 14.58 | 196,927 |
| 10 Year Return | 12.46 | 325,078 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.19 | 102,864 |
| 3 Year Return | 10.61 | 135,231 |
| 5 Year Return | 13.97 | 192,633 |
| 10 Year Return | 10.3 | 267,942 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.44 | 106,255 |
| 3 Year Return | 18.28 | 165,621 |
| 5 Year Return | 21.85 | 266,768 |
| 10 Year Return | 14.86 | 401,676 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.48 | 105,920 |
| 3 Year Return | 13.52 | 146,408 |
| 5 Year Return | 16.0 | 209,484 |
| 10 Year Return | 13.0 | 341,672 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 11.62 | 110,816 |
| 3 Year Return | 18.69 | 166,776 |
| 5 Year Return | 23.45 | 283,200 |
| 10 Year Return | 16.14 | 449,036 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 11.35 | 110,829 |
| 3 Year Return | 13.67 | 146,784 |
| 5 Year Return | 14.58 | 196,927 |
| 10 Year Return | 12.46 | 325,078 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.19 | 102,864 |
| 3 Year Return | 10.61 | 135,231 |
| 5 Year Return | 13.97 | 192,633 |
| 10 Year Return | 10.3 | 267,942 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.44 | 106,255 |
| 3 Year Return | 18.28 | 165,621 |
| 5 Year Return | 21.85 | 266,768 |
| 10 Year Return | 14.86 | 401,676 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.48 | 105,920 |
| 3 Year Return | 13.52 | 146,408 |
| 5 Year Return | 16.0 | 209,484 |
| 10 Year Return | 13.0 | 341,672 |
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 | 7.44 | 106,255 |
| 3 Year Return | 18.28 | 165,621 |
| 5 Year Return | 21.85 | 266,768 |
| 10 Year Return | 14.86 | 401,676 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.48 | 105,920 |
| 3 Year Return | 13.52 | 146,408 |
| 5 Year Return | 16.0 | 209,484 |
| 10 Year Return | 13.0 | 341,672 |
