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 | 3.4 | 103,386 |
| 3 Year Return | 25.35 | 197,671 |
| 5 Year Return | 28.82 | 367,544 |
| 10 Year Return | 18.26 | 532,080 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.68 | 103,770 |
| 3 Year Return | 20.23 | 173,171 |
| 5 Year Return | 24.72 | 311,284 |
| 10 Year Return | 14.89 | 401,499 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.2 | 101,038 |
| 3 Year Return | 14.72 | 150,773 |
| 5 Year Return | 19.06 | 246,453 |
| 10 Year Return | 12.97 | 338,865 |
Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.68 | 103,770 |
| 3 Year Return | 20.23 | 173,171 |
| 5 Year Return | 24.72 | 311,284 |
| 10 Year Return | 14.89 | 401,499 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.2 | 101,038 |
| 3 Year Return | 14.72 | 150,773 |
| 5 Year Return | 19.06 | 246,453 |
| 10 Year Return | 12.97 | 338,865 |
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 | 5.79 | 105,479 |
| 3 Year Return | 20.06 | 173,232 |
| 5 Year Return | 25.45 | 319,140 |
| 10 Year Return | 16.14 | 447,545 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.69 | 106,513 |
| 3 Year Return | 13.74 | 147,110 |
| 5 Year Return | 16.46 | 218,807 |
| 10 Year Return | 12.42 | 322,068 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -1.3 | 98,532 |
| 3 Year Return | 11.88 | 139,817 |
| 5 Year Return | 16.1 | 214,405 |
| 10 Year Return | 10.12 | 261,746 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.68 | 103,770 |
| 3 Year Return | 20.23 | 173,171 |
| 5 Year Return | 24.72 | 311,284 |
| 10 Year Return | 14.89 | 401,499 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.2 | 101,038 |
| 3 Year Return | 14.72 | 150,773 |
| 5 Year Return | 19.06 | 246,453 |
| 10 Year Return | 12.97 | 338,865 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.79 | 105,479 |
| 3 Year Return | 20.06 | 173,232 |
| 5 Year Return | 25.45 | 319,140 |
| 10 Year Return | 16.14 | 447,545 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.69 | 106,513 |
| 3 Year Return | 13.74 | 147,110 |
| 5 Year Return | 16.46 | 218,807 |
| 10 Year Return | 12.42 | 322,068 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -1.3 | 98,532 |
| 3 Year Return | 11.88 | 139,817 |
| 5 Year Return | 16.1 | 214,405 |
| 10 Year Return | 10.12 | 261,746 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.68 | 103,770 |
| 3 Year Return | 20.23 | 173,171 |
| 5 Year Return | 24.72 | 311,284 |
| 10 Year Return | 14.89 | 401,499 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.2 | 101,038 |
| 3 Year Return | 14.72 | 150,773 |
| 5 Year Return | 19.06 | 246,453 |
| 10 Year Return | 12.97 | 338,865 |
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 | 3.68 | 103,770 |
| 3 Year Return | 20.23 | 173,171 |
| 5 Year Return | 24.72 | 311,284 |
| 10 Year Return | 14.89 | 401,499 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 1.2 | 101,038 |
| 3 Year Return | 14.72 | 150,773 |
| 5 Year Return | 19.06 | 246,453 |
| 10 Year Return | 12.97 | 338,865 |
