Model Portfolio

Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryBalanced Funds Equity Oriented
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.47 110,633
3 Year Return 10.91 135,448
5 Year Return 18.65 235,241
10 Year Return 13.28 344,197
CategoryBalanced Funds Equity Oriented
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.6 111,596
3 Year Return 10.22 133,176
5 Year Return 19.64 245,300
10 Year Return - -
CategoryEquity Funds Diversified
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.24 111,779
3 Year Return 11.42 137,028
5 Year Return 23.75 290,156
10 Year Return 12.73 327,085
CategoryEquity Funds Mid and Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 15.67 115,408
3 Year Return 15.58 152,425
5 Year Return 27.69 340,840
10 Year Return 20.14 610,083
CategoryEquity Funds Mid and Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 27.11 126,390
3 Year Return 22.86 182,952
5 Year Return 36.89 483,106
10 Year Return - -

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

CategoryBalanced Funds Equity Oriented
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.89 113,069
3 Year Return 10.86 135,417
5 Year Return 19.88 248,020
10 Year Return 16.02 436,490
CategoryBalanced Funds Equity Oriented
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.13 114,171
3 Year Return 9.12 128,579
5 Year Return 18.24 230,842
10 Year Return 12.21 311,631
CategoryEquity Funds Diversified
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.24 111,779
3 Year Return 11.42 137,028
5 Year Return 23.75 290,156
10 Year Return 12.73 327,085
CategoryEquity Funds Diversified
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.12 113,453
3 Year Return 12.95 142,820
5 Year Return 21.29 262,148
10 Year Return 13.48 348,865
CategoryEquity Funds Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 13.97 113,754
3 Year Return 8.8 127,667
5 Year Return 18.84 237,514
10 Year Return 12.47 320,325
CategoryEquity Funds Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.9 113,195
3 Year Return 9.67 130,834
5 Year Return 19.29 241,724
10 Year Return 12.24 313,556

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

CategoryBalanced Funds Equity Oriented
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.89 113,069
3 Year Return 10.86 135,417
5 Year Return 19.88 248,020
10 Year Return 16.02 436,490
CategoryBalanced Funds Equity Oriented
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.47 110,633
3 Year Return 10.91 135,448
5 Year Return 18.65 235,241
10 Year Return 13.28 344,197
CategoryBalanced Funds Equity Oriented
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 11.6 111,596
3 Year Return 10.22 133,176
5 Year Return 19.64 245,300
10 Year Return - -
CategoryBalanced Funds Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.09 108,139
3 Year Return 6.35 120,026
5 Year Return 9.6 158,034
10 Year Return - -
CategoryEquity Funds Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.2 110,573
3 Year Return 8.9 128,185
5 Year Return 18.16 230,428
10 Year Return 13.56 352,441
CategoryEquity Funds Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 12.9 113,195
3 Year Return 9.67 130,834
5 Year Return 19.29 241,724
10 Year Return 12.24 313,556

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

CategoryBalanced Funds Equity Oriented
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.47 110,633
3 Year Return 10.91 135,448
5 Year Return 18.65 235,241
10 Year Return 13.28 344,197
CategoryBalanced Funds Equity Oriented
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 14.13 114,171
3 Year Return 9.12 128,579
5 Year Return 18.24 230,842
10 Year Return 12.21 311,631
CategoryBalanced Funds Equity Oriented
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.36 106,737
3 Year Return 5.81 117,697
5 Year Return 17.27 222,117
10 Year Return 13.66 355,162
CategoryBalanced Funds Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.06 106,069
3 Year Return 10.21 133,558
5 Year Return 10.75 166,640
10 Year Return 10.0 258,442
CategoryBalanced Funds Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.09 108,139
3 Year Return 6.35 120,026
5 Year Return 9.6 158,034
10 Year Return - -

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

CategoryBalanced Funds Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.06 106,069
3 Year Return 10.21 133,558
5 Year Return 10.75 166,640
10 Year Return 10.0 258,442
CategoryHybrid Debt Oriented Funds
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.54 107,353
3 Year Return 9.54 131,288
5 Year Return 13.67 189,789
10 Year Return 10.84 278,199
CategoryHybrid Debt Oriented Funds
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.39 109,343
3 Year Return 8.98 129,489
5 Year Return 11.99 175,951
10 Year Return 10.19 262,303
CategoryIncome Funds
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 8.09 108,008
3 Year Return 8.41 127,827
5 Year Return 8.92 153,156
10 Year Return - -
CategoryIncome Funds
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 7.57 107,658
3 Year Return 8.92 129,805
5 Year Return 11.24 170,251
10 Year Return - -
CategoryIncome Funds
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 5.58 105,649
3 Year Return 8.46 128,049
5 Year Return 9.49 157,200
10 Year Return - -

Do you have an Investment or Mutual Fund Query Post Your Query