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 | 9.49 | 107,225 |
| 3 Year Return | 25.54 | 196,009 |
| 5 Year Return | 29.55 | 356,768 |
| 10 Year Return | 18.33 | 548,666 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.12 | 105,993 |
| 3 Year Return | 18.96 | 167,266 |
| 5 Year Return | 24.55 | 291,174 |
| 10 Year Return | 14.66 | 397,113 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.91 | 103,995 |
| 3 Year Return | 13.9 | 147,027 |
| 5 Year Return | 18.38 | 226,507 |
| 10 Year Return | 12.77 | 336,374 |
Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.12 | 105,993 |
| 3 Year Return | 18.96 | 167,266 |
| 5 Year Return | 24.55 | 291,174 |
| 10 Year Return | 14.66 | 397,113 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.91 | 103,995 |
| 3 Year Return | 13.9 | 147,027 |
| 5 Year Return | 18.38 | 226,507 |
| 10 Year Return | 12.77 | 336,374 |
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 | 9.84 | 108,447 |
| 3 Year Return | 18.95 | 167,615 |
| 5 Year Return | 26.02 | 312,682 |
| 10 Year Return | 15.97 | 442,353 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 13.16 | 111,750 |
| 3 Year Return | 13.93 | 147,471 |
| 5 Year Return | 16.52 | 210,915 |
| 10 Year Return | 12.38 | 325,639 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.41 | 101,843 |
| 3 Year Return | 11.47 | 137,749 |
| 5 Year Return | 15.67 | 202,503 |
| 10 Year Return | 10.2 | 267,124 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.12 | 105,993 |
| 3 Year Return | 18.96 | 167,266 |
| 5 Year Return | 24.55 | 291,174 |
| 10 Year Return | 14.66 | 397,113 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.91 | 103,995 |
| 3 Year Return | 13.9 | 147,027 |
| 5 Year Return | 18.38 | 226,507 |
| 10 Year Return | 12.77 | 336,374 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.84 | 108,447 |
| 3 Year Return | 18.95 | 167,615 |
| 5 Year Return | 26.02 | 312,682 |
| 10 Year Return | 15.97 | 442,353 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 13.16 | 111,750 |
| 3 Year Return | 13.93 | 147,471 |
| 5 Year Return | 16.52 | 210,915 |
| 10 Year Return | 12.38 | 325,639 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.41 | 101,843 |
| 3 Year Return | 11.47 | 137,749 |
| 5 Year Return | 15.67 | 202,503 |
| 10 Year Return | 10.2 | 267,124 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 8.12 | 105,993 |
| 3 Year Return | 18.96 | 167,266 |
| 5 Year Return | 24.55 | 291,174 |
| 10 Year Return | 14.66 | 397,113 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.91 | 103,995 |
| 3 Year Return | 13.9 | 147,027 |
| 5 Year Return | 18.38 | 226,507 |
| 10 Year Return | 12.77 | 336,374 |
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 | 8.12 | 105,993 |
| 3 Year Return | 18.96 | 167,266 |
| 5 Year Return | 24.55 | 291,174 |
| 10 Year Return | 14.66 | 397,113 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.91 | 103,995 |
| 3 Year Return | 13.9 | 147,027 |
| 5 Year Return | 18.38 | 226,507 |
| 10 Year Return | 12.77 | 336,374 |
