Model Portfolio

Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.72 103,883
3 Year Return 11.82 139,409
5 Year Return 25.1 311,678
10 Year Return 13.89 371,027
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.35 109,041
3 Year Return 13.52 145,010
5 Year Return 28.93 363,279
10 Year Return 20.29 638,875
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.28 112,667
3 Year Return 18.22 164,868
5 Year Return 37.48 497,039
10 Year Return - -
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.57 106,543
3 Year Return 10.72 136,066
5 Year Return 19.33 245,989
10 Year Return 14.07 376,718
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.73 105,788
3 Year Return 9.68 131,632
5 Year Return 19.49 246,913
10 Year Return - -

Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 3.72 103,883
3 Year Return 11.82 139,409
5 Year Return 25.1 311,678
10 Year Return 13.89 371,027
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.0 107,093
3 Year Return 12.62 142,819
5 Year Return 21.82 272,522
10 Year Return 14.35 385,525
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.25 111,236
3 Year Return 10.27 134,274
5 Year Return 21.73 271,521
10 Year Return 13.22 348,943
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.08 107,199
3 Year Return 9.81 132,678
5 Year Return 20.59 259,432
10 Year Return 13.32 353,187
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.84 110,963
3 Year Return 9.97 132,864
5 Year Return 19.18 244,324
10 Year Return 13.08 343,720

Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%

CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.32 107,330
3 Year Return 10.13 134,144
5 Year Return 19.65 249,646
10 Year Return 14.7 396,607
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.08 107,199
3 Year Return 9.81 132,678
5 Year Return 20.59 259,432
10 Year Return 13.32 353,187
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.57 106,543
3 Year Return 10.72 136,066
5 Year Return 19.33 245,989
10 Year Return 14.07 376,718
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.73 105,788
3 Year Return 9.68 131,632
5 Year Return 19.49 246,913
10 Year Return - -
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.18 106,039
3 Year Return 6.27 119,889
5 Year Return 10.18 163,881
10 Year Return - -

Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%

CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.57 106,543
3 Year Return 10.72 136,066
5 Year Return 19.33 245,989
10 Year Return 14.07 376,718
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.84 110,963
3 Year Return 9.97 132,864
5 Year Return 19.18 244,324
10 Year Return 13.08 343,720
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.63 104,629
3 Year Return 6.17 119,786
5 Year Return 17.88 231,466
10 Year Return 14.28 380,838
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.81 104,603
3 Year Return 10.43 134,493
5 Year Return 11.11 169,716
10 Year Return 10.01 259,790
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.18 106,039
3 Year Return 6.27 119,889
5 Year Return 10.18 163,881
10 Year Return - -

Conservative = Debt: Long Duration 50% | Hybrid Debt Funds (MIP) 30% | Equity Savings Fund 20%

CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 2.5 102,374
3 Year Return 8.85 128,880
5 Year Return 10.71 166,190
10 Year Return - -
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.47 101,385
3 Year Return 7.91 125,615
5 Year Return 9.42 157,675
10 Year Return - -
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.32 105,245
3 Year Return 8.32 127,009
5 Year Return 9.81 161,686
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 1.78 101,726
3 Year Return 9.13 129,906
5 Year Return 13.91 194,001
10 Year Return 11.16 287,808
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.34 105,309
3 Year Return 9.2 130,281
5 Year Return 12.88 186,147
10 Year Return 10.48 271,615
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 4.81 104,603
3 Year Return 10.43 134,493
5 Year Return 11.11 169,716
10 Year Return 10.01 259,790

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