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 | 1.09 | 101,462 |
| 3 Year Return | 24.92 | 196,935 |
| 5 Year Return | 27.69 | 353,414 |
| 10 Year Return | 17.6 | 507,282 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.91 | 100,775 |
| 3 Year Return | 19.16 | 171,846 |
| 5 Year Return | 22.67 | 286,767 |
| 10 Year Return | 14.27 | 380,722 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -0.54 | 99,385 |
| 3 Year Return | 13.49 | 148,165 |
| 5 Year Return | 17.71 | 233,069 |
| 10 Year Return | 12.53 | 326,966 |
Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.91 | 100,775 |
| 3 Year Return | 19.16 | 171,846 |
| 5 Year Return | 22.67 | 286,767 |
| 10 Year Return | 14.27 | 380,722 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -0.54 | 99,385 |
| 3 Year Return | 13.49 | 148,165 |
| 5 Year Return | 17.71 | 233,069 |
| 10 Year Return | 12.53 | 326,966 |
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 | 3.65 | 103,564 |
| 3 Year Return | 18.99 | 170,456 |
| 5 Year Return | 23.78 | 297,377 |
| 10 Year Return | 15.76 | 433,256 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.41 | 105,343 |
| 3 Year Return | 13.08 | 145,877 |
| 5 Year Return | 15.35 | 208,997 |
| 10 Year Return | 12.06 | 313,037 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -3.5 | 96,437 |
| 3 Year Return | 10.93 | 138,116 |
| 5 Year Return | 15.05 | 205,259 |
| 10 Year Return | 9.73 | 253,800 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.91 | 100,775 |
| 3 Year Return | 19.16 | 171,846 |
| 5 Year Return | 22.67 | 286,767 |
| 10 Year Return | 14.27 | 380,722 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -0.54 | 99,385 |
| 3 Year Return | 13.49 | 148,165 |
| 5 Year Return | 17.71 | 233,069 |
| 10 Year Return | 12.53 | 326,966 |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 3.65 | 103,564 |
| 3 Year Return | 18.99 | 170,456 |
| 5 Year Return | 23.78 | 297,377 |
| 10 Year Return | 15.76 | 433,256 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 5.41 | 105,343 |
| 3 Year Return | 13.08 | 145,877 |
| 5 Year Return | 15.35 | 208,997 |
| 10 Year Return | 12.06 | 313,037 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -3.5 | 96,437 |
| 3 Year Return | 10.93 | 138,116 |
| 5 Year Return | 15.05 | 205,259 |
| 10 Year Return | 9.73 | 253,800 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 0.91 | 100,775 |
| 3 Year Return | 19.16 | 171,846 |
| 5 Year Return | 22.67 | 286,767 |
| 10 Year Return | 14.27 | 380,722 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -0.54 | 99,385 |
| 3 Year Return | 13.49 | 148,165 |
| 5 Year Return | 17.71 | 233,069 |
| 10 Year Return | 12.53 | 326,966 |
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 | 0.91 | 100,775 |
| 3 Year Return | 19.16 | 171,846 |
| 5 Year Return | 22.67 | 286,767 |
| 10 Year Return | 14.27 | 380,722 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | -0.54 | 99,385 |
| 3 Year Return | 13.49 | 148,165 |
| 5 Year Return | 17.71 | 233,069 |
| 10 Year Return | 12.53 | 326,966 |
